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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 %
NLP
1526
Next Level Private
New York
$232K -$78.3K -1,325 -25%
SAM
1527
Summit Asset Management
Tennessee
$230K -$70.9K -1,200 -24%
LIA
1528
LBMC Investment Advisors
Tennessee
$230K
SC
1529
Sepio Capital
Utah
$230K -$340K -5,749 -60%
MIG
1530
McGuire Investment Group
Rhode Island
$229K -$118 -2 -0.1%
GIA
1531
Guyasuta Investment Advisors
Pennsylvania
$228K
TWM
1532
Trueblood Wealth Management
Ohio
$228K +$59.1K +1,001 +35%
SOS
1533
Silver Oak Securities
Tennessee
$227K -$35.1K -594 -13%
AMIM
1534
Aull & Monroe Investment Management
Alabama
$227K -$1.48K -25 -0.6%
OAS
1535
Optivise Advisory Services
Tennessee
$226K +$226K +3,830 New
WMP
1536
Wealth Management Partners
Arizona
$226K -$348K -5,900 -61%
CSIC
1537
Clifford Swan Investment Counsel
California
$225K -$75.8K -1,284 -25%
SSWM
1538
Strait & Sound Wealth Management
California
$225K -$119K -2,022 -35%
WP
1539
WealthShield Partners
North Carolina
$224K -$31.1K -527 -12%
CPA
1540
Cardiff Park Advisors
California
$224K +$473 +8 +0.2%
BFWA
1541
Benchmark Financial Wealth Advisors
Florida
$224K +$68.6K +1,161 +44%
PMFA
1542
Plante Moran Financial Advisors
Michigan
$223K +$9.15K +155 +4%
TFA
1543
Tranquilli Financial Advisor
New Jersey
$223K -$5.64K -97 -2%
DWM
1544
Drive Wealth Management
Utah
$222K -$17.8K -302 -7%
BWP
1545
Balboa Wealth Partners
Arizona
$222K +$58.1K +983 +35%
KFSC
1546
Keystone Financial Services (Colorado)
Colorado
$222K +$6.79K +115 +3%
AA
1547
Advisory Alpha
Michigan
$221K -$236 -4 -0.1%
AI
1548
AXS Investments
New York
$220K -$47.7K -808 -18%
S
1549
Sunpointe
Missouri
$220K -$34.8K -589 -14%
CCFM
1550
Clear Creek Financial Management
Washington
$220K +$5.32K +90 +2%