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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 %
LWL
1351
Leo Wealth LLC
Texas
$357K -$55.5K -948 -13%
FG
1352
Fiduciary Group
Georgia
$357K -$58.2K -985 -14%
LC
1353
Lindbrook Capital
California
$354K -$121K -2,047 -25%
EWA
1354
Etesian Wealth Advisors
Oregon
$354K -$54.2K -918 -13%
WFAG
1355
Wescott Financial Advisory Group
Pennsylvania
$353K +$3.66K +62 +1%
SFP
1356
Shepherd Financial Partners
Massachusetts
$352K -$2.66K -45 -0.7%
GC
1357
Gratus Capital
Georgia
$352K +$108K +1,833 +44%
SOW
1358
State of Wyoming
Wyoming
$351K +$178K +3,017 +103%
GA
1359
Geller Advisors
New York
$351K -$7.5K -127 -2%
VNA
1360
Valley National Advisers
Pennsylvania
$350K -$1.11M -18,762 -76%
DBRC
1361
D.B. Root & Company
Pennsylvania
$349K -$545K -9,231 -61%
JFA
1362
JNBA Financial Advisors
Minnesota
$348K -$13.8K -234 -4%
TSMHT
1363
Thurston Springer Miller Herd & Titak
Indiana
$348K +$348K +5,891 New
KFI
1364
Key Financial Inc
Pennsylvania
$346K
TF
1365
Tompkins Financial
New York
$345K -$5.2K -88 -1%
LA
1366
LexAurum Advisors
Kansas
$345K +$1.83K +31 +0.5%
BW
1367
Bison Wealth
Georgia
$343K
WIA
1368
Westbourne Investment Advisors
Maryland
$343K +$11.8K +200 +4%
CTFG
1369
Capstone Triton Financial Group
Oklahoma
$341K
SMH
1370
Sanders Morris Harris
Texas
$341K
LW
1371
Linscomb Wealth
Texas
$340K -$5.57M -94,370 -94%
OHWA
1372
Oak Hill Wealth Advisors
Virginia
$340K +$340K +5,750 New
CJL
1373
Cyrus J. Lawrence
New York
$337K -$5.72M -96,902 -94%
Koshinski Asset Management
1374
Koshinski Asset Management
Illinois
$337K -$98.8K -1,715 -23%
HI
1375
Harbour Investments
Wisconsin
$335K -$20.7K -350 -6%