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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 %
TI
551
tru Independence
Oregon
$5.81M -$55K -690 -0.9%
FCBT
552
First Citizens Bank & Trust
North Carolina
$5.78M +$1.54M +19,271 +36%
Lido Advisors
553
Lido Advisors
California
$5.72M +$922K +11,558 +19%
CA
554
Callahan Advisors
Texas
$5.7M +$79.9K +1,002 +1%
Wealthfront Advisers
555
Wealthfront Advisers
California
$5.7M +$1.42M +17,793 +33%
Fisher Asset Management
556
Fisher Asset Management
Washington
$5.67M +$258K +3,240 +5%
Carson Wealth (CWM LLC)
557
Carson Wealth (CWM LLC)
Nebraska
$5.66M -$86.8K -1,088 -2%
WTC
558
WhitTier Trust Company
Nevada
$5.65M +$48.2K +604 +0.9%
RIA
559
Regal Investment Advisors
Michigan
$5.64M +$90.1K +1,130 +2%
JPMIA
560
J.P. Marvel Investment Advisors
Massachusetts
$5.64M +$218K +2,728 +4%
CSPAM
561
Cary Street Partners Asset Management
Virginia
$5.61M -$209K -2,623 -4%
SCP
562
Shorepoint Capital Partners
Massachusetts
$5.6M +$92.6K +1,161 +2%
NRS
563
Neville Rodie & Shaw
New York
$5.59M -$1.07M -13,446 -16%
BRWA
564
B. Riley Wealth Advisors
Florida
$5.58M +$1.26M +18,093 +29%
SYBT
565
Stock Yards Bank & Trust
Kentucky
$5.55M +$1.8M +22,508 +48%
SIC
566
SFE Investment Counsel
California
$5.54M +$364K +4,561 +7%
LIA
567
LS Investment Advisors
Michigan
$5.53M -$469K -5,882 -8%
KFS
568
Kurt F. Somerville
$5.51M -$1.94M -24,364 -26%
DA
569
DCM Advisors
New York
$5.49M -$925K -11,594 -14%
BCM
570
Birch Capital Management
Texas
$5.49M +$527K +6,602 +11%
HTIM
571
Harbour Trust & Investment Management
Indiana
$5.47M -$141K -1,771 -3%
RA
572
Royce & Associates
New York
$5.46M
BRM
573
Boston Research & Management
Massachusetts
$5.45M +$69.8K +875 +1%
PMSA
574
Patrick M. Sweeney & Associates
Illinois
$5.44M +$15.9K +199 +0.3%
SW
575
SVB Wealth
Massachusetts
$5.43M -$291K -3,645 -5%