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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 %
S
1401
Sachetta
Massachusetts
$315K -$11.6K -184 -4%
CAAS
1402
Capital Asset Advisory Services
Michigan
$314K -$249K -4,327 -44%
TP
1403
Tranquility Partners
Tennessee
$313K -$17.1K -289 -5%
CRC
1404
Curi RMB Capital
Illinois
$313K -$295K -4,989 -49%
EFMC
1405
Empire Financial Management Company
New York
$312K -$150K -2,533 -32%
AP
1406
Atwood & Palmer
Missouri
$310K
MSFP
1407
Mark Sheptoff Financial Planning
Connecticut
$310K +$99K +1,677 +47%
PCM
1408
Perkins Capital Management
Minnesota
$309K -$33K -559 -10%
AWG
1409
Altus Wealth Group
Colorado
$309K +$309K +5,225 New
OWA
1410
Opal Wealth Advisors
New York
$308K -$7.15K -121 -2%
AC
1411
AlphaCore Capital
California
$307K -$63.1K -1,068 -17%
WPP
1412
Whalerock Point Partners
Rhode Island
$306K -$14.4K -243 -4%
SIC
1413
Samalin Investment Counsel
New York
$305K -$3.37K -57 -1%
VC
1414
Vicus Capital
Pennsylvania
$305K -$69K -1,168 -18%
EA
1415
Everpar Advisors
Oklahoma
$305K +$305K +5,156 New
CFS
1416
CRA Financial Services
New Jersey
$304K -$97.2K -1,645 -24%
MA
1417
MKT Advisors
California
$303K -$7.72K -134 -2%
FA
1418
Fortis Advisors
Pennsylvania
$301K
WC
1419
Weil Company
California
$301K
TBNY
1420
Trustco Bank (New York)
New York
$301K
HCP
1421
Hexagon Capital Partners
Arkansas
$301K +$9.27K +157 +3%
VA
1422
Valmark Advisers
Ohio
$300K -$22.8K -386 -7%
VRM
1423
Vectors Research Management
New York
$300K -$1.64M -27,670 -85%
MFG
1424
Midwest Financial Group
Kansas
$299K -$58K -980 -16%
PCMC
1425
Paragon Capital Management (Colorado)
Colorado
$296K +$296K +5,015 New