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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 %
GPA
1226
Garrison Point Advisors
California
$490K
HAS
1227
HBW Advisory Services
California
$490K -$28.3K -480 -5%
UCB
1228
United Community Bank
South Carolina
$489K +$192K +3,249 +65%
PIM
1229
Penobscot Investment Management
Massachusetts
$489K -$287K -4,856 -37%
GA
1230
GFS Advisors
Texas
$488K +$297K +10,635 +155%
V
1231
VeraBank
Texas
$485K -$5.32K -90 -1%
SWP
1232
Strategic Wealth Partners
Ohio
$484K -$3.17M -53,739 -87%
DSC
1233
Duncker Streett & Co
Missouri
$484K -$429K -7,257 -47%
CW
1234
CreativeOne Wealth
Kansas
$483K -$72.7K -1,231 -13%
MMPW
1235
Mitchell McLeod Pugh & Williams
Alabama
$483K
VCA
1236
Verdence Capital Advisors
Maryland
$481K -$226K -3,833 -32%
SCA
1237
Stonebridge Capital Advisors
Minnesota
$480K -$390K -6,600 -45%
PGF
1238
Plan Group Financial
Oklahoma
$480K +$306K +5,176 +176%
LW
1239
Lauer Wealth
Indiana
$473K -$40.9K -702 -8%
IF
1240
Insight Folios
North Carolina
$471K -$5.91K -100 -1%
MW
1241
Marcum Wealth
Ohio
$468K +$61K +1,033 +15%
LSPW
1242
Lake Street Private Wealth
Illinois
$467K -$3.15M -53,293 -87%
RVPG
1243
Relative Value Partners Group
$467K +$467K +7,908 New
OWA
1244
Outlook Wealth Advisors
Texas
$466K -$6.67K -113 -1%
NFG
1245
Nations Financial Group
Iowa
$462K -$1.13M -19,165 -71%
IFWM
1246
Institute for Wealth Management
Colorado
$462K +$111K +1,873 +31%
SP
1247
Symmetry Partners
Connecticut
$460K -$59.1K -1,002 -11%
GWA
1248
GGM Wealth Advisors
Maryland
$457K
WAG
1249
Wallace Advisory Group
California
$457K +$457K +7,741 New
SCI
1250
Silver Coast Investments
United States
$456K +$81.3K +1,377 +22%