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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 %
CP
501
CenterBook Partners
Connecticut
$6.91M -$6.93M -86,835 -50%
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$6.9M +$1.79M +22,400 +35%
AUB
503
Atlantic Union Bankshares
Virginia
$6.88M -$5.98K -75 -0.1%
PCM
504
Poehling Capital Management
Wisconsin
$6.88M -$11.5K -144 -0.2%
GIM
505
Goelzer Investment Management
Indiana
$6.86M -$363K -4,557 -5%
MSRPS
506
Maryland State Retirement & Pension System
Maryland
$6.83M +$57.9K +852 +0.9%
BFIC
507
Bedell Frazier Investment Counselling
California
$6.81M -$822K -10,301 -11%
A
508
Allianz
Germany
$6.76M +$6.76M +84,738 New
BS
509
Banco Santander
Spain
$6.72M -$281K -3,527 -4%
WIC
510
WealthBridge Investment Counsel
Alberta, Canada
$6.72M -$136K -1,700 -2%
OAM
511
Oak Asset Management
California
$6.7M +$230K +2,885 +4%
CANC
512
Culbertson A N & Co
Virginia
$6.7M -$380K -4,765 -5%
BCI
513
Brinker Capital Investments
Pennsylvania
$6.61M +$330K +4,132 +5%
OPS
514
Orion Portfolio Solutions
Nebraska
$6.61M +$330K +4,132 +5%
MA
515
Menlo Advisors
California
$6.58M -$181K -2,265 -3%
SCA
516
Snowden Capital Advisors
New York
$6.58M -$4.12M -51,702 -39%
HIP
517
HUB Investment Partners
Texas
$6.53M +$137K +1,715 +2%
AM
518
Atwater Malick
Pennsylvania
$6.48M -$150K -1,882 -2%
HIMCH
519
Hartford Investment Management Co (HIMCO)
Connecticut
$6.48M -$420K -5,266 -6%
PAIM
520
Punch & Associates Investment Management
Minnesota
$6.48M -$177K -2,217 -3%
USCWA
521
U.S. Capital Wealth Advisors
Texas
$6.47M +$56.5K +708 +0.9%
Kayne Anderson Rudnick Investment Management
522
Kayne Anderson Rudnick Investment Management
California
$6.47M -$255K -3,195 -4%
NEAM
523
New England Asset Management
Connecticut
$6.44M +$266K +3,330 +4%
TFA
524
Toth Financial Advisory
Virginia
$6.42M +$139K +1,740 +2%
AAIM
525
American Assets Investment Management
California
$6.38M