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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 %
MWA
1001
Midland Wealth Advisors
Illinois
$881K -$80.7K -1,366 -8%
IIL
1002
Insight Inv LLC
California
$879K -$159K -2,700 -15%
CHC
1003
City Holding Co
West Virginia
$879K -$160K -2,712 -15%
MIA
1004
MeadowBrook Investment Advisors
Michigan
$878K +$40.5K +685 +5%
FIA
1005
Foundations Investment Advisors
Arizona
$872K +$74.9K +1,268 +9%
KS
1006
Karpas Strategies
Connecticut
$869K +$4.9K +83 +0.6%
ICP
1007
Interchange Capital Partners
Pennsylvania
$865K +$865K +14,652 New
WANY
1008
Wealthspire Advisors (New York)
New York
$864K -$299K -5,064 -26%
VWA
1009
Visionary Wealth Advisors
Illinois
$860K -$2.69M -45,620 -76%
KCM
1010
Knoll Capital Management
Florida
$857K
VFPI
1011
Vantage Financial Partners (Illinois)
Illinois
$856K -$32.5K -550 -4%
RWPA
1012
Richard W. Paul & Associates
Michigan
$856K +$854K +14,456 +43,806%
RSWM
1013
Robertson Stephens Wealth Management
California
$852K +$56.2K +952 +7%
YIA
1014
YHB Investment Advisors
Connecticut
$849K -$38.3K -648 -4%
HKAM
1015
Horizon Kinetics Asset Management
New York
$846K +$39.7K +673 +5%
STA
1016
Summit Trail Advisors
New York
$843K +$210K +3,564 +33%
AWM
1017
Axxcess Wealth Management
California
$837K -$757K -12,823 -47%
HFBOT
1018
Home Federal Bank of Tennessee
Tennessee
$836K -$14K -237 -2%
CIA
1019
Compass Ion Advisors
Pennsylvania
$836K
MBT
1020
Montecito Bank & Trust
California
$828K -$68.2K -1,155 -8%
FFS
1021
Founders Financial Securities
Maryland
$821K +$24.8K +420 +3%
CPIG
1022
Chicago Partners Investment Group
Illinois
$818K -$158K -2,493 -16%
BSW
1023
Buckingham Strategic Wealth
Missouri
$816K +$115K +1,954 +16%
TNBTD
1024
Trustmark National Bank Trust Department
Mississippi
$815K -$605K -10,248 -43%
WAM
1025
Weatherly Asset Management
California
$811K -$120K -2,035 -13%