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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 %
WPC
1126
Wedmont Private Capital
Pennsylvania
$631K -$503K -8,531 -44%
EI
1127
Ellevest Inc
New York
$630K -$313K -5,300 -33%
AWM
1128
Alterna Wealth Management
Texas
$629K +$45.6K +772 +8%
KF
1129
Krilogy Financial
Missouri
$628K -$135K -2,290 -18%
AW
1130
Atlas Wealth
Ohio
$624K +$222K +3,914 +55%
SA
1131
SpiderRock Advisors
Delaware
$619K -$59.6K -1,009 -9%
BWA
1132
BCU Wealth Advisors
Illinois
$618K +$3.6K +61 +0.6%
MIM
1133
MTM Investment Management
South Carolina
$615K -$1.18K -20 -0.2%
AWA
1134
Aaron Wealth Advisors
Illinois
$612K -$1.77K -30 -0.3%
SB
1135
Simmons Bank
Arkansas
$612K -$213K -3,599 -26%
VCG
1136
Vantage Consulting Group
Virginia
$609K +$111K +1,879 +22%
SWM
1137
Spire Wealth Management
Virginia
$605K -$176K -2,982 -23%
LKIM
1138
Lawson Kroeker Investment Management
Nebraska
$604K
LWA
1139
Lantern Wealth Advisors
New York
$603K -$949K -16,064 -61%
PHIC
1140
Pine Haven Investment Counsel
Massachusetts
$598K -$20.7K -350 -3%
SAM
1141
Strategy Asset Managers
California
$597K +$597K +8,640 New
IAMOG
1142
Investors Asset Management of Georgia
Georgia
$597K -$30.5K -516 -5%
B
1143
Birchbrook
Maine
$596K -$118 -2 -0%
CAM
1144
Cozad Asset Management
Illinois
$593K -$162K -2,740 -21%
S
1145
SimplyRich
California
$592K -$56.7K -961 -9%
ACP
1146
Aviance Capital Partners
Florida
$588K -$101K -1,713 -15%
WSCM
1147
Wellington Shields Capital Management
New York
$588K -$620K -10,499 -51%
BA
1148
Bristlecone Advisors
Washington
$587K +$48.9K +828 +9%
BAM
1149
Belpointe Asset Management
Nevada
$583K -$209K -3,533 -26%
CF
1150
Copperwynd Financial
Arizona
$583K -$484K -8,028 -45%