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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 %
MAM
1551
Martingale Asset Management
Massachusetts
$381K -$30.1K -378 -7%
HBW
1552
Hazlett, Burt & Watson
West Virginia
$379K -$28.7K -359 -7%
JWA
1553
JFS Wealth Advisors
Pennsylvania
$379K -$90.1K -1,130 -19%
KA
1554
KLCM Advisors
Wisconsin
$377K +$132K +1,652 +54%
BIP
1555
Blueprint Investment Partners
North Carolina
$377K +$167K +2,088 +79%
BOH
1556
Bank of Hawaii
Hawaii
$376K -$42.9K -538 -10%
BIM
1557
Baldwin Investment Management
Pennsylvania
$375K -$41.6K -522 -10%
RBC
1558
Roble Belko & Company
Pennsylvania
$375K -$39.9K -500 -10%
UAML
1559
US Asset Management LLC
Pennsylvania
$375K -$7.18K -90 -2%
MC
1560
Middleton & Co
Massachusetts
$375K -$21.9K -275 -6%
PPP
1561
Private Portfolio Partners
New Jersey
$374K -$34K -426 -8%
BHBT
1562
Burke & Herbert Bank & Trust
Virginia
$374K
PRO
1563
Pensioenfonds Rail & OV
Netherlands
$373K -$51M -638,385 -99%
IDBONY
1564
Israel Discount Bank of New York
New York
$373K -$262K -3,280 -41%
FCB
1565
First County Bank
Connecticut
$373K -$23.5K -295 -6%
CFP
1566
Catalyst Financial Partners
Massachusetts
$371K +$15.3K +223 +4%
CRWM
1567
Castle Rock Wealth Management
California
$371K -$732 -13 -0.2%
NF
1568
Norwood Financial
Pennsylvania
$371K +$22.7K +285 +7%
FIM
1569
Freedom Investment Management
Connecticut
$370K -$49.4K -619 -12%
AP
1570
Appleton Partners
Massachusetts
$370K -$287K -3,597 -44%
SL
1571
Sentry LLC
Tennessee
$370K
IIA
1572
ICW Investment Advisors
Arizona
$369K -$28.4K -356 -7%
SWM
1573
Sterling Wealth Management
Illinois
$368K
FWSM
1574
First Wilshire Securities Management
California
$367K
CWM
1575
Cadence Wealth Management
Massachusetts
$367K