CVS icon

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 %
AF
1626
Apexium Financial
Texas
$335K -$151K -1,894 -31%
BAM
1627
Berkshire Asset Management
Pennsylvania
$335K -$3.83K -48 -1%
HSG
1628
Helen Stephens Group
Texas
$335K +$35.3K +443 +12%
SCP
1629
Sivia Capital Partners
California
$334K -$957 -12 -0.3%
FHC
1630
First Heartland Consultants
Missouri
$334K -$74.6K -937 -18%
SF
1631
Summit Financial
New Jersey
$334K +$334K +4,187 New
FCA
1632
FLC Capital Advisors
California
$333K -$74.8K -938 -18%
RPWA
1633
Regent Peak Wealth Advisors
Georgia
$332K +$160 +2 +0%
SPL
1634
Smart Portfolios LLC
Washington
$332K +$14.4K +180 +5%
LCC
1635
Lincoln Capital Corp
Rhode Island
$330K +$120K +1,500 +57%
PAG
1636
Powers Advisory Group
Illinois
$330K +$558 +7 +0.2%
CW
1637
CIC Wealth
Maryland
$330K -$75K -940 -19%
ACGA
1638
Atlanta Consulting Group Advisors
Georgia
$329K +$329K +4,129 New
LSC
1639
Lesa Sroufe & Co
Washington
$329K
OCBCO
1640
Oversea-Chinese Banking Corp (OCBC)
Singapore
$329K -$6.35K -80 -2%
GC
1641
Gratus Capital
Georgia
$329K -$433K -5,430 -57%
HI
1642
Hoey Investments
Pennsylvania
$327K +$167K +2,100 +105%
MSS
1643
Mitchell Sinkler & Starr
Pennsylvania
$325K -$171K -2,149 -34%
DWM
1644
Drive Wealth Management
Utah
$325K -$4.07K -51 -1%
SCM
1645
Sterneck Capital Management
Missouri
$323K
HI
1646
Humankind Investments
New York
$323K -$10.1K -127 -3%
CT
1647
Colonial Trust
South Carolina
$323K +$104K +1,298 +47%
MSFS
1648
Main Street Financial Solutions
Pennsylvania
$322K +$46.5K +583 +17%
CWM
1649
Congress Wealth Management
Massachusetts
$321K -$223K -2,798 -41%
VL
1650
Vima LLC
Michigan
$320K -$55.1K -741 -15%