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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 %
WAOTB
801
Wealth Advisors of Tampa Bay
Florida
$1.5M -$54.3K -920 -4%
FAT
802
First American Trust
California
$1.49M -$3.75M -63,503 -72%
LIM
803
Loudon Investment Management
New Hampshire
$1.49M -$397K -6,728 -21%
AIM
804
Aigen Investment Management
New York
$1.48M +$1.23M +20,776 +477%
KFS
805
Keynote Financial Services
Connecticut
$1.48M +$69K +1,168 +5%
PVI
806
Pine Valley Investments
New Jersey
$1.47M +$69.8K +1,182 +5%
PCM
807
Palouse Capital Management
Washington
$1.47M -$30.2K -512 -2%
AIA
808
Affinity Investment Advisors
California
$1.47M -$153K -2,597 -9%
AWAP
809
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.46M -$12.5K -211 -0.8%
PDL
810
Portfolio Design Labs
California
$1.46M +$269K +4,553 +23%
IA
811
IFG Advisory
Georgia
$1.45M -$1.2M -20,306 -45%
MOS
812
MGO One Seven
Ohio
$1.44M -$270K -4,570 -16%
TSWM
813
Triangle Securities Wealth Management
North Carolina
$1.43M -$52.6K -891 -4%
CFMC
814
Curbstone Financial Management Corp
New Hampshire
$1.43M -$114K -1,924 -7%
SFCL
815
Strengthening Families & Communities LLC
Massachusetts
$1.42M +$1.42M +24,016 New
SMA
816
Sage Mountain Advisors
Georgia
$1.42M -$175K -2,964 -11%
MTIM
817
Marathon Trading Investment Management
Pennsylvania
$1.41M +$1.41M +23,900 New
Luther King Capital Management (LKCM)
818
Luther King Capital Management (LKCM)
Texas
$1.41M -$7.11M -120,455 -84%
FTDI
819
First Trust Direct Indexing
Massachusetts
$1.41M -$570K -9,644 -29%
BMC
820
Benin Management Corp
Connecticut
$1.4M +$2.01K +34 +0.1%
HA
821
Herold Advisors
New York
$1.4M +$118 +2 +0%
SC
822
Stolper & Co
Oklahoma
$1.4M +$30.5K +516 +2%
UB
823
UMB Bank
Missouri
$1.4M -$735K -12,447 -34%
GWM
824
Greenwich Wealth Management
Connecticut
$1.4M -$18.4K -311 -1%
MA
825
Mutual Advisors
Nebraska
$1.39M -$1.3M -21,084 -48%