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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 %
VWM
601
Valley Wealth Managers
New Jersey
$2.88M -$12.6M -213,540 -81%
GAM
602
Groupama Asset Management
France
$2.87M -$1.36M -22,996 -32%
Acadian Asset Management
603
Acadian Asset Management
Massachusetts
$2.86M -$11.7M -198,452 -80%
FM
604
Foster & Motley
Ohio
$2.84M -$399K -6,764 -12%
EWA
605
Exencial Wealth Advisors
Oklahoma
$2.84M -$499K -8,453 -15%
EI
606
EDMP Inc
Florida
$2.83M -$17.7K -300 -0.6%
Wealthfront Advisers
607
Wealthfront Advisers
California
$2.83M -$1.39M -23,513 -33%
BPA
608
Beacon Pointe Advisors
California
$2.78M -$508K -8,603 -15%
MG
609
Markel Group
Virginia
$2.78M -$16.8M -285,000 -86%
NIM
610
NEOS Investment Management
Connecticut
$2.77M +$882K +14,940 +47%
SWP
611
Stratos Wealth Partners
Ohio
$2.77M -$899K -15,217 -24%
PT
612
Plimoth Trust
Massachusetts
$2.75M +$10.3K +174 +0.4%
DAS
613
Dynamic Advisor Solutions
Arizona
$2.75M +$363K +6,153 +15%
CPA
614
Court Place Advisors
Maryland
$2.75M +$8.56K +145 +0.3%
EB
615
Eastern Bank
Massachusetts
$2.73M -$7.74M -131,065 -74%
BFA
616
Benedict Financial Advisors
Georgia
$2.71M +$31.4K +532 +1%
EM
617
Excalibur Management
Massachusetts
$2.7M +$90.1K +1,526 +3%
CA
618
Callahan Advisors
Texas
$2.7M -$1.51M -25,651 -36%
EWM
619
Evercore Wealth Management
New York
$2.7M -$152K -2,567 -5%
BWG
620
Beta Wealth Group
California
$2.69M +$2.31M +39,187 +610%
WB
621
Webster Bank
Connecticut
$2.69M -$1.91M -32,361 -42%
CA
622
Clearstead Advisors
Ohio
$2.68M +$1.15M +19,452 +75%
AIMCA
623
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.67M +$366K +6,200 +16%
WS
624
Wedbush Securities
California
$2.66M -$211K -3,576 -7%
OAC
625
OMERS Administration Corp
Ontario, Canada
$2.66M +$2.66M +45,083 New