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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 %
ZF
1376
Zhang Financial
Michigan
$575K -$32.5K -407 -5%
AB
1377
Atlas Brown
Kentucky
$572K -$62.4K -782 -10%
RT
1378
Rockland Trust
Massachusetts
$571K -$73.6K -923 -11%
CWM
1379
Connecticut Wealth Management
Connecticut
$570K +$7.98K +100 +1%
GWA
1380
GGM Wealth Advisors
Maryland
$568K -$247K -3,368 -30%
AW
1381
Atlas Wealth
Ohio
$565K -$59.3K -743 -9%
LWL
1382
Leo Wealth LLC
Texas
$561K -$33K -414 -6%
OFS
1383
OneAscent Financial Services
Alabama
$561K +$33.9K +425 +6%
CCAL
1384
City Center Advisors LLC
Michigan
$560K +$560K +7,027 New
FG
1385
Fiduciary Group
Georgia
$560K -$26.5K -332 -5%
AF
1386
Advisornet Financial
Minnesota
$559K +$131K +1,642 +31%
LFG
1387
Larson Financial Group
Missouri
$558K +$43.3K +543 +8%
CA
1388
Commerzbank Aktiengesellschaft
Germany
$557K +$167K +2,086 +43%
WWS
1389
Wellington Wealth Strategies
Indiana
$556K +$556K +6,976 New
BP
1390
BBR Partners
New York
$553K +$553K +6,934 New
BSA
1391
Bull Street Advisors
Georgia
$553K
MCC
1392
Money Concepts Capital
Florida
$553K +$38.4K +481 +7%
EWA
1393
Etesian Wealth Advisors
Oregon
$552K
MW
1394
Marcum Wealth
Ohio
$550K -$8.06K -101 -1%
WP
1395
WMS Partners
Maryland
$550K +$15.9K +199 +3%
TFIPS
1396
Towarzystwo Funduszy Inwestycyjnych PZU SA
$550K -$57.4K -720 -9%
GA
1397
GFS Advisors
Texas
$548K
SLG
1398
Stanley-Laman Group
Pennsylvania
$545K
NG
1399
Norden Group
Utah
$545K +$52.6K +660 +11%
GM
1400
GeoWealth Management
Illinois
$543K +$168K +2,105 +45%