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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 %
NA
576
NewEdge Advisors
Louisiana
$5.43M +$659K +8,256 +14%
LCM
577
Legato Capital Management
California
$5.38M
GWM
578
Geneos Wealth Management
Colorado
$5.34M -$38.5K -483 -0.7%
SSB
579
Sandy Spring Bank
Maryland
$5.3M -$694K -8,705 -12%
Man Group
580
Man Group
United Kingdom
$5.29M -$52.6M -659,526 -91%
AWS
581
Atria Wealth Solutions
New York
$5.28M -$413K -5,177 -7%
HAI
582
Hennessy Advisors Inc
California
$5.27M
MWM
583
Modera Wealth Management
New Jersey
$5.27M -$112K -1,404 -2%
GI
584
GLOBALT Investments
Georgia
$5.26M -$128K -1,608 -2%
BFEC
585
Benjamin F. Edwards & Company
Missouri
$5.22M -$74.5K -934 -1%
Credit Agricole
586
Credit Agricole
France
$5.2M +$1.26M +18,171 +32%
BCM
587
Brookstone Capital Management
Illinois
$5.2M +$164K +2,054 +3%
WC
588
Woodstock Corp
Massachusetts
$5.19M -$107K -1,343 -2%
WF
589
Welch & Forbes
Massachusetts
$5.18M -$3.75M -47,076 -42%
NMERB
590
New Mexico Educational Retirement Board
New Mexico
$5.16M -$160K -2,000 -3%
EI
591
Ethic Inc
New York
$5.11M +$370K +4,642 +8%
QCM
592
Quantinno Capital Management
New York
$5.06M +$2.22M +27,779 +78%
SFI
593
Siemens Fonds Invest
Germany
$5M -$58.2K -730 -1%
MPM
594
Meritage Portfolio Management
Kansas
$4.99M -$297K -3,723 -6%
SWP
595
Stratos Wealth Partners
Ohio
$4.96M +$69.2K +868 +1%
SWP
596
Strategic Wealth Partners
Ohio
$4.94M +$289K +3,628 +6%
KFP
597
KMG Fiduciary Partners
Ohio
$4.91M -$325K -4,080 -6%
CWM
598
Compass Wealth Management
Connecticut
$4.9M -$845K -10,600 -15%
LSPW
599
Lake Street Private Wealth
Illinois
$4.88M +$373K +4,673 +8%
BMSSC
600
B. Metzler seel. Sohn & Co
Germany
$4.88M -$2.95M -36,989 -38%