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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 %
MA
1601
MCF Advisors
Kentucky
$176K +$39.7K +673 +29%
ITIM
1602
Indiana Trust & Investment Management
Indiana
$175K -$78K -1,321 -31%
OA
1603
Operose Advisors
Wisconsin
$165K -$40.5K -685 -20%
PCTC
1604
Perkins Coie Trust Company
Washington
$165K -$2.08M -35,231 -93%
RF
1605
Robbins Farley
New Hampshire
$164K -$17.7K -300 -10%
AA
1606
Addison Advisors
Vermont
$160K +$21.2K +359 +15%
GFPC
1607
Global Financial Private Client
Florida
$160K -$18.6K -315 -10%
HWA
1608
Heritage Wealth Advisors
Virginia
$159K -$13K -220 -8%
PFSC
1609
Peoples Financial Services Corp
Pennsylvania
$159K -$210K -3,553 -57%
LFA
1610
Laraway Financial Advisors
Minnesota
$158K +$2.95K +50 +2%
CHA
1611
Carmichael Hill & Associates
Maryland
$154K
DIP
1612
DT Investment Partners
Pennsylvania
$152K
DWS
1613
Dynamic Wealth Strategies
California
$152K +$6.81K +115 +5%
SWA
1614
SOA Wealth Advisors
New York
$152K +$768 +13 +0.5%
SSG
1615
Summit Securities Group
New York
$150K +$150K +2,536 New
HIA
1616
Harbor Investment Advisory
Maryland
$146K -$22.4K -380 -13%
CSC
1617
Caldwell Sutter Capital
California
$146K +$4.55K +77 +3%
LJHT
1618
Laurie J. Hall Trustee
$146K -$3.39M -57,830 -96%
EWM
1619
Evermay Wealth Management
Virginia
$146K -$7.38K -125 -5%
CIR
1620
Clear Investment Research
Georgia
$144K -$1.06K -18 -0.7%
TIM
1621
Tortoise Investment Management
New York
$143K +$709 +12 +0.5%
LB
1622
Legacy Bridge
Iowa
$140K
HBW
1623
Hazlett, Burt & Watson
West Virginia
$139K -$142K -2,401 -51%
UIA
1624
Ulland Investment Advisors
Minnesota
$139K +$44.2K +750 +47%
ADL
1625
Asset Dedication LLC
California
$137K -$1.3M -22,029 -90%