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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 %
OWA
1501
Opal Wealth Advisors
New York
$425K +$1.12K +14 +0.3%
KFA
1502
Kapstone Financial Advisors
Ohio
$424K
EL
1503
EMFO LLC
Florida
$424K
MCM
1504
Manchester Capital Management
Vermont
$421K +$239K +3,000 +132%
KA
1505
Klingman & Associates
New York
$419K +$1.91K +24 +0.5%
FF
1506
Fluent Financial
Texas
$419K +$58K +727 +16%
NLP
1507
Next Level Private
New York
$419K +$37K +464 +10%
LPT
1508
Legacy Private Trust
Wisconsin
$419K -$37.1K -465 -8%
AP
1509
Atwood & Palmer
Missouri
$419K
CT
1510
ClearAlpha Technologies
Connecticut
$418K +$418K +5,235 New
SIC
1511
Samalin Investment Counsel
New York
$417K -$11K -138 -3%
CFGS
1512
Concourse Financial Group Securities
Alabama
$415K -$71.2K -893 -15%
GWANC
1513
Guardian Wealth Advisors (North Carolina)
North Carolina
$415K +$20.4K +256 +5%
TFG
1514
Taylor Financial Group
Virginia
$414K -$44.3K -555 -10%
BMWM
1515
Brown Miller Wealth Management
Virginia
$410K -$638 -8 -0.2%
S
1516
Sachetta
Massachusetts
$408K
ACA
1517
Atlas Capital Advisors
Wyoming
$407K +$68.4K +858 +20%
SAM
1518
Summit Asset Management
Tennessee
$407K -$7.98K -100 -2%
FA
1519
Fortis Advisors
Pennsylvania
$407K
SSWM
1520
Strait & Sound Wealth Management
California
$406K -$25K -358 -6%
WC
1521
Weil Company
California
$406K -$191K -2,396 -32%
TBNY
1522
Trustco Bank (New York)
New York
$406K -$425K -5,325 -51%
CSIC
1523
Clifford Swan Investment Counsel
California
$406K -$15.1K -189 -4%
GFP
1524
Gryphon Financial Partners
Ohio
$405K -$245K -3,073 -38%
SIG
1525
Sargent Investment Group
Maryland
$402K -$587K -7,365 -59%