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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 %
SL
1451
Sentry LLC
Tennessee
$277K +$2.95K +50 +1%
SPL
1452
Smart Portfolios LLC
Washington
$276K +$30.4K +515 +12%
OC
1453
Oakworth Capital
Alabama
$275K -$54.6K -925 -17%
MCM
1454
Manchester Capital Management
Vermont
$274K -$37.9K -642 -12%
FWSM
1455
First Wilshire Securities Management
California
$272K
CWM
1456
Cadence Wealth Management
Massachusetts
$272K
CASB
1457
Cape Ann Savings Bank
Massachusetts
$271K -$181K -3,071 -40%
NJIM
1458
Nabity-Jensen Investment Management
Nebraska
$271K -$23.9K -404 -8%
FCB
1459
First County Bank
Connecticut
$270K -$5.91K -100 -2%
SFA
1460
Souders Financial Advisors
Ohio
$269K +$3.25K +55 +1%
CWM
1461
Connecticut Wealth Management
Connecticut
$269K -$153K -2,588 -36%
FIB
1462
First Interstate Bank
Montana
$268K
KFP
1463
Keystone Financial Planning
Ohio
$267K -$2.95K -50 -1%
UAML
1464
US Asset Management LLC
Pennsylvania
$267K -$10.5K -178 -4%
QC
1465
Quent Capital
New York
$266K -$115K -1,953 -30%
DTC
1466
Davidson Trust Company
Washington
$265K -$26.5K -448 -9%
SVWAG
1467
Sound View Wealth Advisors Group
Georgia
$265K +$54K +914 +26%
CNBTD
1468
Citizens National Bank Trust Department
Mississippi
$264K
RDWM
1469
Red Door Wealth Management
Tennessee
$264K +$2.13K +36 +0.8%
IIA
1470
ICW Investment Advisors
Arizona
$263K -$10.7K -181 -4%
ZIM
1471
Zacks Investment Management
Illinois
$262K -$216K -3,662 -45%
RFG
1472
RFP Financial Group
Georgia
$261K -$5.73K -97 -2%
WDA
1473
Wendell David Associates
New Hampshire
$261K -$58.1K -985 -18%
FPCG
1474
Forum Private Client Group
Indiana
$261K +$3.6K +61 +1%
JWA
1475
JFS Wealth Advisors
Pennsylvania
$260K -$20.2K -342 -7%