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CVS Health

2,154 hedge funds and large institutions have $79.8B invested in CVS Health in 2024 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 776 increasing their positions, 1,031 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,154
Holders Change
-84
Holders Change %
-3.75%
% of All Funds
31.23%
Holding in Top 10
41
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-40.58%
% of All Funds
0.59%
New
126
Increased
776
Reduced
1,031
Closed
178
Calls
$1.49B
Puts
$1.46B
Net Calls
+$35.1M
Net Calls Change
-$404M
Name Holding Trade Value Shares
Change
Shares
Change %
OPCM
351
Osborne Partners Capital Management
California
$12.7M +$467K +5,855 +4%
BFS
352
Bard Financial Services
Connecticut
$12.7M -$441K -5,535 -3%
CW
353
Connectus Wealth
Ohio
$12.5M +$66.8K +837 +0.5%
HCM
354
Hutchinson Capital Management
California
$12.4M +$18.3K +229 +0.1%
PL
355
Parthenon LLC
Kentucky
$12.3M -$511K -6,405 -4%
WT
356
Whittier Trust
California
$12.3M +$116K +1,451 +1%
PMG
357
ProVise Management Group
Florida
$12.2M +$1.02M +12,844 +9%
Thrivent Financial for Lutherans
358
Thrivent Financial for Lutherans
Minnesota
$12.2M -$58.4M -731,919 -83%
DA
359
DSC Advisors
Illinois
$12.2M +$42K +527 +0.3%
NAM
360
Nissay Asset Management
Japan
$12.1M -$85.4K -1,071 -0.7%
TBA
361
Tower Bridge Advisors
Pennsylvania
$12.1M -$4.39M -55,076 -27%
PFU
362
Parus Finance (UK)
United Kingdom
$12.1M -$1.71M -21,485 -12%
CIC
363
Cutler Investment Counsel
Oregon
$12.1M +$43.2K +542 +0.4%
AGA
364
Altrinsic Global Advisors
Connecticut
$12.1M -$888K -11,134 -7%
ABC
365
Associated Banc-Corp
Wisconsin
$11.9M -$337K -4,221 -3%
MRCM
366
M&R Capital Management
New Jersey
$11.8M -$190K -2,383 -2%
Envestnet Portfolio Solutions
367
Envestnet Portfolio Solutions
Illinois
$11.8M +$1.62M +20,264 +16%
AF
368
Ally Financial
Michigan
$11.8M
TAM
369
Trillium Asset Management
Massachusetts
$11.8M -$128K -1,603 -1%
Simplex Trading
370
Simplex Trading
Illinois
$11.7M -$2.16M -27,074 -16%
MFIM
371
Mesirow Financial Investment Management
Illinois
$11.7M +$496K +6,213 +4%
TCOV
372
Trust Company of Vermont
Vermont
$11.7M +$106K +1,327 +0.9%
SMDAM
373
Sumitomo Mitsui DS Asset Management
Japan
$11.6M +$705K +8,845 +7%
Luther King Capital Management (LKCM)
374
Luther King Capital Management (LKCM)
Texas
$11.5M -$2.8M -35,050 -20%
AIM
375
Achmea Investment Management
Netherlands
$11.3M +$654K +8,196 +6%