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CVS Health

1,891 hedge funds and large institutions have $60.5B invested in CVS Health in 2024 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 562 increasing their positions, 1,035 reducing their positions, and 365 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,891
Holders Change
-264
Holders Change %
-12.25%
% of All Funds
27.5%
Holding in Top 10
27
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-34.15%
% of All Funds
0.39%
New
132
Increased
562
Reduced
1,035
Closed
365
Calls
$1.63B
Puts
$1.26B
Net Calls
+$367M
Net Calls Change
+$332M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$3.95M -$247K -4,179 -6%
AA
527
Ancora Advisors
Ohio
$3.92M -$22.4M -379,716 -85%
NA
528
NewEdge Advisors
Louisiana
$3.91M -$112K -1,889 -3%
IAA
529
Independent Advisor Alliance
North Carolina
$3.91M +$545K +9,226 +16%
DWP
530
Daymark Wealth Partners
Ohio
$3.89M -$8.75M -148,121 -69%
VCM
531
Vision Capital Management
Oregon
$3.89M -$1.6M -27,080 -29%
NRS
532
Neville Rodie & Shaw
New York
$3.87M -$271K -4,591 -7%
GIA
533
GHP Investment Advisors
Colorado
$3.85M -$591K -10,005 -13%
HAI
534
Hennessy Advisors Inc
California
$3.83M -$76.8K -1,300 -2%
NMERB
535
New Mexico Educational Retirement Board
New Mexico
$3.82M
SC
536
Savant Capital
Illinois
$3.8M +$638K +10,796 +20%
SSB
537
Sandy Spring Bank
Maryland
$3.77M -$154K -2,603 -4%
DWM
538
Dakota Wealth Management
Florida
$3.75M -$2.51M -42,579 -40%
CVM
539
Cheviot Value Management
California
$3.75M +$145K +2,461 +4%
SFI
540
Siemens Fonds Invest
Germany
$3.74M +$32.4K +549 +0.9%
CL
541
Choreo LLC
Illinois
$3.71M +$2.77M +47,655 +295%
BCM
542
Brookstone Capital Management
Illinois
$3.69M -$328K -5,332 -8%
SCM
543
SOL Capital Management
Maryland
$3.67M +$787K +13,320 +27%
WIM
544
Westside Investment Management
California
$3.66M +$69K +1,163 +2%
CIA
545
Concurrent Investment Advisors
Florida
$3.66M +$2.57M +43,518 +237%
BMSSC
546
B. Metzler seel. Sohn & Co
Germany
$3.65M +$41.5K +703 +1%
LCM
547
Legato Capital Management
California
$3.65M -$340K -5,754 -9%
WC
548
Woodstock Corp
Massachusetts
$3.64M -$206K -3,490 -5%
LDB
549
Lee, Danner & Bass
Tennessee
$3.63M +$3.63M +61,529 New
GCM
550
Garland Capital Management
Washington
$3.59M +$9.45K +160 +0.3%