CVS icon

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 %
BFC
1201
Blue Fin Capital
Rhode Island
$513K -$164K -2,769 -24%
SIG
1202
Sky Investment Group
Connecticut
$512K -$158K -2,677 -24%
JIP
1203
Jaffetilchin Investment Partners
Florida
$511K +$127K +2,155 +33%
DCM
1204
Donaldson Capital Management
Indiana
$511K -$62.5K -1,059 -11%
PWM
1205
Prentice Wealth Management
New York
$508K -$140K -2,366 -22%
CWC
1206
Carolinas Wealth Consulting
North Carolina
$506K -$6.44K -109 -1%
GWMR
1207
GC Wealth Management RIA
Massachusetts
$505K -$530K -8,980 -51%
BWP
1208
Baldwin Wealth Partners
Massachusetts
$505K -$112K -1,894 -18%
WA
1209
WBH Advisory
Maryland
$504K -$69K -1,169 -12%
HFS
1210
Heritage Financial Services
Massachusetts
$503K +$503K +8,518 New
TW
1211
TritonPoint Wealth
Maryland
$502K -$461K -7,813 -48%
DW30
1212
Drucker Wealth 3.0
New Jersey
$502K +$502K +8,506 New
EWS
1213
Eagle Wealth Strategies
New Jersey
$502K +$21.9K +370 +5%
SIA
1214
Strategic Investment Advisors
Michigan
$501K +$112K +1,896 +29%
MWM
1215
Mission Wealth Management
California
$500K -$168K -2,852 -25%
FMTCOCP
1216
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$497K -$1.27M -21,530 -72%
T
1217
TOBAM
France
$497K -$151K -2,557 -23%
SRC
1218
Shufro Rose & Co
New York
$497K
BTWM
1219
Baker Tilly Wealth Management
Wisconsin
$496K -$535K -9,065 -52%
DLHL
1220
Donald L. Hagan LLC
Florida
$496K -$48.1K -814 -9%
MC
1221
Matisse Capital
Oregon
$496K
CIA
1222
Cape Investment Advisory
Georgia
$494K +$17.5K +296 +4%
CF
1223
Clarity Financial
Texas
$491K -$93.5K -1,583 -16%
DT
1224
Diversified Trust
Tennessee
$491K -$14.9K -252 -3%
BDFN
1225
Bond & Devick Financial Network
Minnesota
$490K -$79.7K -1,350 -14%