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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 %
ISB
601
Iowa State Bank
Iowa
$4.87M +$263K +3,301 +6%
CVM
602
Cheviot Value Management
California
$4.86M -$200K -2,509 -4%
GCM
603
Garland Capital Management
Washington
$4.84M -$19.9K -250 -0.4%
WIM
604
Westside Investment Management
California
$4.82M -$157K -1,969 -3%
RWP
605
RWA Wealth Partners
Massachusetts
$4.82M -$279K -3,503 -5%
LJHT
606
Laurie J. Hall Trustee
$4.81M +$21.5K +270 +0.4%
VWA
607
Visionary Wealth Advisors
Illinois
$4.8M +$74.6K +935 +2%
HWM
608
Hohimer Wealth Management
Washington
$4.74M -$31K -389 -0.7%
AC
609
Arjuna Capital
North Carolina
$4.73M +$176K +2,204 +4%
RWA
610
River Wealth Advisors
Pennsylvania
$4.7M +$317K +3,979 +7%
NSIM
611
North Star Investment Management
Illinois
$4.7M -$174K -2,180 -4%
CNBT
612
Canandaigua National Bank & Trust
New York
$4.65M -$119K -1,495 -3%
TI
613
Tidal Investments
Wisconsin
$4.6M -$1.67M -20,924 -27%
BCFS
614
Butensky & Cohen Financial Security
Florida
$4.59M +$57.9K +726 +1%
IAA
615
Independent Advisor Alliance
North Carolina
$4.54M -$642K -8,047 -12%
SCM
616
Shelton Capital Management
Colorado
$4.54M +$39.9K +500 +0.9%
PWLP
617
Prio Wealth Limited Partnership
Massachusetts
$4.53M -$243K -3,047 -5%
HBT
618
Hills Bank & Trust
Iowa
$4.53M +$18.5K +232 +0.4%
BCWM
619
Bartlett & Co Wealth Management
Ohio
$4.52M -$143K -1,795 -3%
KP
620
Keel Point
Alabama
$4.52M +$683K +8,568 +18%
EWA
621
Exencial Wealth Advisors
Oklahoma
$4.5M +$13.7K +172 +0.3%
TAM
622
Thematics Asset Management
France
$4.49M -$832K -10,428 -16%
ARA
623
Alexander Randolph Advisory
Virginia
$4.46M +$3.59K +45 +0.1%
PCMK
624
Paragon Capital Management (Kansas)
Kansas
$4.45M -$58.6K -735 -1%
BPA
625
Beacon Pointe Advisors
California
$4.44M -$709K -8,895 -14%