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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 %
HW
1051
Hancock Whitney
Mississippi
$765K -$59.2K -1,002 -7%
VSQM
1052
V-Square Quantitative Management
Illinois
$765K +$29.8K +505 +4%
WA
1053
Wealth Alliance
New York
$764K -$135K -2,281 -15%
IPW
1054
Impact Partnership Wealth
Georgia
$758K +$755K +12,790 +31,975%
MMG
1055
Monetary Management Group
Missouri
$757K -$233K -3,950 -24%
IAIM
1056
International Assets Investment Management
Florida
$748K -$219K -3,704 -23%
IF
1057
Intrua Financial
Texas
$747K -$50.1K -849 -6%
CCG
1058
Ceeto Capital Group
Florida
$745K -$590K -9,986 -44%
BCM
1059
Bridgeway Capital Management
Texas
$744K -$1.84M -31,200 -71%
FLI
1060
Family Legacy Inc
South Carolina
$743K -$420K -7,104 -36%
BB
1061
Busey Bank
Illinois
$740K -$54.5K -923 -7%
MCCA
1062
Mill Creek Capital Advisors
Pennsylvania
$740K +$740K +12,524 New
WEG
1063
World Equity Group
Illinois
$740K -$737K -12,474 -50%
CCA
1064
Carrera Capital Advisors
Michigan
$739K +$739K +12,512 New
NC
1065
Napatree Capital
Rhode Island
$737K -$162K -2,742 -18%
DMBA
1066
Deseret Mutual Benefit Administrators
Utah
$737K +$30.3K +513 +4%
BP
1067
Ballentine Partners
Massachusetts
$736K +$250K +4,238 +52%
EWM
1068
Elmwood Wealth Management
California
$730K -$65.9K -1,115 -8%
NP
1069
NorthRock Partners
Minnesota
$728K -$326K -5,513 -31%
BTI
1070
Blue Trust Inc
Georgia
$727K +$384K +4,820 +112%
EFM
1071
Eley Financial Management
Vermont
$727K +$9.1K +154 +1%
NAS
1072
Nicolet Advisory Services
Wisconsin
$725K +$87.2K +1,515 +14%
9WM
1073
9258 Wealth Management
Ohio
$725K -$11.4K -193 -2%
VFA
1074
Voya Financial Advisors
Connecticut
$721K -$153K -2,622 -17%
OWA
1075
Octavia Wealth Advisors
Ohio
$721K -$156K -2,637 -18%