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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 %
FRM
1476
Fox Run Management
Connecticut
$260K +$37.7K +638 +17%
WIA
1477
Wetzel Investment Advisors
Indiana
$260K +$2.95K +37 +1%
FIM
1478
Freedom Investment Management
Connecticut
$260K -$14.5K -245 -5%
VAM
1479
Verity Asset Management
North Carolina
$260K -$199K -3,375 -43%
PFA
1480
Petra Financial Advisors
Colorado
$259K -$11.9K -201 -4%
APP
1481
Avantax Planning Partners
Iowa
$258K -$28.6K -485 -10%
SWM
1482
Sterling Wealth Management
Illinois
$257K -$15K -254 -6%
AWAU
1483
Alliance Wealth Advisors (Utah)
Utah
$255K +$33.2K +562 +15%
TWP
1484
Tempus Wealth Planning
California
$255K +$90.6K +1,534 +55%
SIG
1485
Sargent Investment Group
Maryland
$254K -$43.7K -740 -15%
CAG
1486
Csenge Advisory Group
Florida
$254K -$31.8K -538 -11%
APWM
1487
Argonautica Private Wealth Management
Massachusetts
$253K
CFSG
1488
Clark Financial Services Group
Missouri
$253K +$3.9K +66 +2%
LIA
1489
Luken Investment Analytics
Tennessee
$252K
BA
1490
Ballast Advisors
Minnesota
$252K +$118 +2 +0%
RMF
1491
Red Mountain Financial
Colorado
$251K +$251K +4,250 New
PAG
1492
Powers Advisory Group
Illinois
$250K +$5.79K +98 +2%
DWA
1493
Douglass Winthrop Advisors
New York
$248K -$106K -1,800 -30%
HSG
1494
Helen Stephens Group
Texas
$248K
HHRDM
1495
H&H Retirement Design & Management
Nevada
$248K -$642 -11 -0.3%
FEM
1496
Fulcrum Equity Management
Texas
$247K +$49.4K +836 +25%
WH
1497
Willner & Heller
California
$247K -$6.61K -112 -3%
CAM
1498
Campion Asset Management
Virginia
$247K -$102K -1,732 -29%
FCA
1499
FLC Capital Advisors
California
$246K
AP
1500
Appleton Partners
Massachusetts
$246K -$27.6K -468 -10%