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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 %
KA
1426
Klingman & Associates
New York
$296K -$14.5K -246 -5%
PP
1427
Patten & Patten
Tennessee
$296K -$231K -3,912 -44%
HIC
1428
Holderness Investments Company
North Carolina
$295K +$118 +2 +0%
PCA
1429
Private Capital Advisors
Connecticut
$295K
AC
1430
Abbrea Capital
California
$294K -$44.7K -758 -13%
FFWM
1431
Future Financial Wealth Management
Ohio
$294K +$177 +3 +0.1%
NP
1432
Nilsine Partners
Colorado
$292K -$251K -4,245 -46%
BFAG
1433
Blackston Financial Advisory Group
Florida
$292K +$292K +4,939 New
MRCM
1434
M&R Capital Management
New Jersey
$291K -$8.48M -143,553 -97%
MFC
1435
Mechanics Financial Corp
Ohio
$291K -$279K -4,730 -49%
CFD
1436
Creative Financial Designs
Indiana
$289K +$125K +2,109 +76%
MWA
1437
Meridian Wealth Advisors
Texas
$288K -$53K -898 -16%
GL
1438
Graypoint LLC
New York
$285K -$349K -5,915 -55%
BFIM
1439
Beese Fulmer Investment Management
Ohio
$285K -$50.4K -854 -15%
PFBT
1440
Parkside Financial Bank & Trust
Missouri
$284K -$62.1K -1,051 -18%
BMWM
1441
Brown Miller Wealth Management
Virginia
$284K -$19.4K -329 -6%
CPA
1442
Capital Planning Advisors
California
$284K -$88.8K -1,503 -24%
BAM
1443
Berkshire Asset Management
Pennsylvania
$281K +$33.1K +561 +13%
EFM
1444
E Fund Management
China
$279K +$27.6K +467 +11%
TFG
1445
Taylor Financial Group
Virginia
$278K -$28.6K -484 -9%
RBC
1446
Roble Belko & Company
Pennsylvania
$278K +$354 +6 +0.1%
BHA
1447
Beech Hill Advisors
New York
$278K -$17.7K -300 -6%
MC
1448
Middleton & Co
Massachusetts
$278K
NME
1449
Notis-McConarty Edward
$277K -$275K -4,656 -50%
BHBT
1450
Burke & Herbert Bank & Trust
Virginia
$277K