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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 %
FCA
1101
FinTrust Capital Advisors
South Carolina
$686K -$264K -4,462 -28%
BFA
1102
Brown Financial Advisors
Ohio
$684K +$684K +11,573 New
HI
1103
Humankind Investments
New York
$682K +$443K +7,505 +185%
CHJWM
1104
Carlton Hofferkamp & Jenks Wealth Management
Texas
$682K -$65.9K -1,043 -9%
NG
1105
Norden Group
Utah
$679K +$275K +4,663 +68%
LIM
1106
Leavell Investment Management
Alabama
$676K -$136K -2,305 -17%
WFS
1107
Widmann Financial Services
Maryland
$668K -$11.8K -200 -2%
WAP
1108
Wealthcare Advisory Partners
Pennsylvania
$667K -$44.8K -759 -6%
JC
1109
JB Capital
Connecticut
$666K +$19.8K +335 +3%
CP
1110
Camelot Portfolios
Ohio
$665K +$174K +2,949 +35%
ACA
1111
Aptus Capital Advisors
Alabama
$662K +$1.12K +19 +0.2%
MFA
1112
Mayflower Financial Advisors
Massachusetts
$662K -$22.5K -381 -3%
WA
1113
WealthTrust Axiom
Pennsylvania
$659K -$33.9K -574 -5%
SAM
1114
Smartleaf Asset Management
Massachusetts
$657K +$165K +2,829 +34%
GAG
1115
GM Advisory Group
New York
$655K -$9.1K -154 -1%
GWM
1116
GSB Wealth Management
Connecticut
$654K -$279K -4,721 -30%
LSAG
1117
Lake Street Advisors Group
New Hampshire
$653K -$110K -1,855 -14%
FFG
1118
Fortem Financial Group
California
$653K -$43.6K -739 -6%
LWCFA
1119
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$652K -$118K -1,957 -15%
JSSH
1120
J. Safra Sarasin Holding
$650K +$650K +11,000 New
TPW
1121
Transatlantique Private Wealth
New York
$648K -$613K -10,706 -49%
DA
1122
Doliver Advisors
Texas
$646K -$97.7K -1,655 -13%
TA
1123
Tectonic Advisors
Texas
$643K +$126K +2,134 +24%
NW
1124
NewEdge Wealth
Pennsylvania
$640K -$269K -4,559 -30%
GVAG
1125
Great Valley Advisor Group
Delaware
$634K -$597K -10,105 -48%