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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 %
BFA
1026
Beacon Financial Advisory
Ohio
$811K +$113K +1,916 +16%
LMKC
1027
L.M. Kohn & Company
Ohio
$807K -$344K -5,816 -30%
NL
1028
Navalign LLC
California
$807K +$75.8K +1,284 +10%
CCM
1029
Coldstream Capital Management
Washington
$804K -$395K -6,682 -33%
SWM
1030
Silverlake Wealth Management
Vermont
$804K +$142K +2,407 +21%
NICM
1031
Neo Ivy Capital Management
New York
$803K +$803K +13,596 New
PI
1032
Pettee Investors
Connecticut
$802K -$94.5K -1,600 -11%
SCA
1033
St. Clair Advisors
Ohio
$800K
AEPWM
1034
Atlantic Edge Private Wealth Management
Florida
$794K -$44K -745 -5%
CAM
1035
Columbia Asset Management
Michigan
$792K -$330K -5,590 -29%
BPAMU
1036
BTG Pactual Asset Management US
New York
$792K +$792K +13,405 New
AWS
1037
Aspen Wealth Strategies
Colorado
$788K -$80.3K -1,304 -9%
DBIA
1038
Dumont & Blake Investment Advisors
New Jersey
$786K +$56.9K +964 +8%
DP
1039
Dearborn Partners
Illinois
$785K -$244K -4,123 -24%
MGIA
1040
Moneta Group Investment Advisors
Missouri
$781K -$57.2K -968 -7%
CI
1041
Cigna Investments
Connecticut
$781K -$18.4K -311 -2%
YC
1042
Yarbrough Capital
Tennessee
$781K
AIP
1043
Ameritas Investment Partners
Nebraska
$780K -$23.7K -401 -3%
IA
1044
IFP Advisors
Florida
$780K +$82K +1,388 +12%
CD
1045
Chapin Davis
Maryland
$779K -$2.6K -44 -0.3%
SFG
1046
Sterling Financial Group
California
$779K -$1.6K -27 -0.2%
MPCG
1047
Matrix Private Capital Group
New York
$774K -$6.38K -108 -0.8%
FCCM
1048
First City Capital Management
Georgia
$771K -$508K -8,597 -40%
FFA
1049
Fortune Financial Advisors
Kansas
$770K +$6.38K +108 +0.8%
BWM
1050
BigSur Wealth Management
Florida
$768K -$475K -8,045 -38%