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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 %
LSWM
476
Lorne Steinberg Wealth Management
Canada
$7.8M +$23.1K +290 +0.3%
BWL
477
Bogart Wealth LLC
Virginia
$7.78M -$2.31K -29 -0%
YIH
478
Y-Intercept (HK)
Hong Kong
$7.78M +$1.7M +21,252 +28%
AI
479
Atria Investments
North Carolina
$7.76M +$103K +1,292 +1%
SIA
480
Soltis Investment Advisors
Utah
$7.74M +$462K +5,798 +6%
CRB
481
Chad R. Baker
$7.71M +$36.3K +455 +0.5%
IIC
482
Ironwood Investment Counsel
Arizona
$7.69M -$46.7K -585 -0.6%
CAC
483
Core Alternative Capital
Georgia
$7.68M -$1.28M -16,087 -14%
KRS
484
Kentucky Retirement Systems
Kentucky
$7.62M -$574K -7,196 -7%
JFL
485
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.54M -$868K -10,885 -10%
ATC
486
Argent Trust Co
Tennessee
$7.53M -$98.5K -1,235 -1%
KPWS
487
Kestra Private Wealth Services
Texas
$7.52M -$256K -3,206 -3%
FCI
488
Financial Counselors Inc
Kansas
$7.48M -$107K -1,346 -1%
VCM
489
Vision Capital Management
Oregon
$7.41M -$17.2K -216 -0.2%
ERSOT
490
Employees Retirement System of Texas
Texas
$7.39M -$4.87M -61,050 -40%
FNB
491
Farmers National Bank
Kentucky
$7.37M +$531K +6,660 +8%
NCM
492
Novare Capital Management
North Carolina
$7.2M +$7.2M +90,302 New
AG
493
AlTi Global
New York
$7.13M +$6.84M +85,753 +2,342%
HFS
494
Haverford Financial Services
Pennsylvania
$7.13M -$627K -7,861 -8%
FAT
495
First American Trust
California
$7.08M +$305K +3,820 +4%
MCM
496
McKinley Capital Management
Alaska
$7.06M
LOAMS
497
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.05M +$4.49M +56,240 +175%
LFAS
498
Level Four Advisory Services
Texas
$7.02M +$64.8K +821 +0.9%
CC
499
Courier Capital
New York
$6.99M -$78.3K -982 -1%
XF
500
XML Financial
Maryland
$6.96M -$1.78M -22,257 -20%