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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 %
HCM
1601
Hall Capital Management
Rhode Island
$346K
RFA
1602
Resurgent Financial Advisors
Georgia
$346K +$108K +1,352 +45%
MAM
1603
MMA Asset Management
Pennsylvania
$346K +$112K +2,026 +48%
PCG
1604
Prosperity Consulting Group
Maryland
$345K +$50.9K +638 +17%
WC
1605
Westhampton Capital
North Carolina
$345K -$47.9K -600 -12%
RFO
1606
RiverGlades Family Offices
Florida
$345K
WP
1607
WealthShield Partners
North Carolina
$345K -$14K -176 -4%
WWM
1608
Waterway Wealth Management
Texas
$344K +$79.7K +999 +30%
S
1609
Sunpointe
Missouri
$344K +$18.6K +233 +6%
CWP
1610
Concord Wealth Partners
Virginia
$344K +$191K +2,399 +126%
BW
1611
Bison Wealth
Georgia
$343K -$13K -163 -4%
WH
1612
Willner & Heller
California
$343K -$27.6K -346 -7%
BTI
1613
Blue Trust Inc
Georgia
$342K +$91.8K +1,151 +37%
APWM
1614
Argonautica Private Wealth Management
Massachusetts
$342K
ITIM
1615
Indiana Trust & Investment Management
Indiana
$341K -$214K -2,680 -39%
LIA
1616
Luken Investment Analytics
Tennessee
$341K
JIC
1617
Joel Isaacson & Co
New York
$340K -$5.98K -75 -2%
WA
1618
Wealth Architects
California
$340K +$7.74K +97 +2%
BA
1619
Ballast Advisors
Minnesota
$340K -$19.9K -250 -6%
CGA
1620
Crescent Grove Advisors
Illinois
$340K -$50.6K -634 -13%
EFM
1621
E Fund Management
China
$339K +$47.6K +597 +16%
TSS
1622
Two Sigma Securities
New York
$338K -$8.3M -104,057 -96%
CFSG
1623
Clark Financial Services Group
Missouri
$337K +$337K +4,220 New
DDC
1624
DF Dent & Co
Maryland
$336K -$8.46K -106 -2%
NCM
1625
NCM Capital Management
New Jersey
$336K -$49.9K -625 -13%