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CVS Health

2,155 hedge funds and large institutions have $79.8B invested in CVS Health in 2024 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 776 increasing their positions, 1,032 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,155
Holders Change
-84
Holders Change %
-3.75%
% of All Funds
31.24%
Holding in Top 10
41
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-40.58%
% of All Funds
0.59%
New
126
Increased
776
Reduced
1,032
Closed
178
Calls
$1.49B
Puts
$1.46B
Net Calls
+$35.1M
Net Calls Change
-$404M
Name Holding Trade Value Shares
Change
Shares
Change %
STA
1226
Summit Trail Advisors
New York
$855K +$186K +2,332 +28%
AC
1227
Avestar Capital
New York
$853K +$362K +4,544 +74%
CB
1228
Cadence Bank
Mississippi
$852K -$8.14K -102 -0.9%
NW
1229
NewEdge Wealth
Pennsylvania
$849K -$28.8K -523 -3%
IAMOG
1230
Investors Asset Management of Georgia
Georgia
$848K -$39.6K -496 -4%
FAM
1231
Formidable Asset Management
Ohio
$846K +$144K +1,807 +21%
LCGC
1232
Legacy Capital Group California
California
$841K -$17.7K -222 -2%
AWM
1233
Allen Wealth Management
North Carolina
$840K -$63.9K -801 -7%
BJL
1234
Brighton Jones LLC
Washington
$838K -$48.4K -607 -5%
WPW
1235
Waldron Private Wealth
Pennsylvania
$836K +$18.9K +237 +2%
PHIC
1236
Pine Haven Investment Counsel
Massachusetts
$836K -$19.9K -250 -2%
CIA
1237
Compass Ion Advisors
Pennsylvania
$836K -$36.8K -461 -4%
BWP
1238
Baldwin Wealth Partners
Massachusetts
$833K -$3.03K -38 -0.4%
MIM
1239
MTM Investment Management
South Carolina
$833K -$11.9K -149 -1%
TFA
1240
Teamwork Financial Advisors
Texas
$831K -$26.4K -331 -3%
BWA
1241
BCU Wealth Advisors
Illinois
$830K +$226K +2,834 +37%
AWA
1242
Aaron Wealth Advisors
Illinois
$829K +$42.8K +537 +5%
CWS
1243
Confluence Wealth Services
Pennsylvania
$825K -$106K -1,330 -11%
BL
1244
Balentine LLC
Georgia
$822K +$150K +1,879 +22%
CRC
1245
Curi RMB Capital
Illinois
$820K +$609K +7,640 +289%
LKIM
1246
Lawson Kroeker Investment Management
Nebraska
$816K -$23.9K -300 -3%
NAS
1247
Nicolet Advisory Services
Wisconsin
$813K +$60.7K +827 +8%
RG
1248
Rathbones Group
United Kingdom
$810K +$10.5K +132 +1%
B
1249
Birchbrook
Maine
$805K -$46.1K -578 -5%
SIM
1250
Studio Investment Management
Illinois
$804K -$1.94M -24,381 -71%