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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 %
CSPIA
951
Cary Street Partners Investment Advisory
Virginia
$995K -$9.5M -160,775 -91%
SWM
952
SeaCrest Wealth Management
New York
$991K -$1.17M -19,851 -54%
CI
953
Conning Inc
Connecticut
$987K -$29.3M -495,932 -97%
FMC
954
First Merchants Corp
Indiana
$980K -$300K -5,074 -23%
MAM
955
Mystic Asset Management
Rhode Island
$977K -$51K -863 -5%
BFG
956
Beacon Financial Group
Texas
$977K -$56.8K -962 -5%
TAM
957
Tocqueville Asset Management
New York
$975K +$242K +4,094 +33%
OCBCO
958
Oversea-Chinese Banking Corp (OCBC)
Singapore
$971K +$720K +11,873 +287%
CCA
959
Childress Capital Advisors
Texas
$970K +$701K +11,877 +261%
AP
960
Americana Partners
Texas
$965K -$12.1K -205 -1%
MA
961
Montag & Associates
Georgia
$962K -$515K -8,720 -35%
DWM
962
Diversify Wealth Management
Utah
$959K +$959K +16,587 New
RA
963
RFG Advisory
Alabama
$959K +$127K +2,149 +15%
BAM
964
Byrne Asset Management
New Jersey
$957K -$372K -6,376 -28%
WBC
965
Westpac Banking Corp
Australia
$952K -$694K -11,758 -42%
MIC
966
Meridian Investment Counsel
California
$950K -$56.1K -950 -6%
WQ
967
Wealth Quarterback
New Jersey
$949K +$46.8K +793 +5%
NEI
968
Northwest & Ethical Investments
Ontario, Canada
$948K -$1.41M -23,838 -60%
AF
969
Allworth Financial
California
$948K -$384K -6,448 -29%
MIM
970
Morningstar Investment Management
Illinois
$944K
EWA
971
EverSource Wealth Advisors
Alabama
$942K +$106K +1,753 +13%
PWA
972
Provenance Wealth Advisors
Florida
$941K -$22.6K -383 -2%
MIF
973
Mediolanum International Funds
Ireland
$938K -$353K -6,471 -27%
FNT
974
First National Trust
Pennsylvania
$936K -$1.48M -25,049 -61%
NBT
975
Northwest Bank & Trust
Iowa
$932K -$67.1K -1,137 -7%