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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 %
IIM
1676
InTrack Investment Management
Vermont
$308K +$3.83K +48 +1%
FAIM
1677
Financial Advocates Investment Management
Washington
$307K -$49.6K -622 -14%
JWM
1678
JGP Wealth Management
Oregon
$303K -$54.3K -681 -15%
CPA
1679
Cardiff Park Advisors
California
$302K +$638 +8 +0.2%
KFS
1680
Kaizen Financial Strategies
California
$301K +$17.9K +225 +6%
AC
1681
Allstate Corporation
Illinois
$301K -$34.5K -432 -10%
TSWM
1682
Tyler-Stone Wealth Management
Ohio
$301K +$26.8K +336 +10%
FRM
1683
Fox Run Management
Connecticut
$301K -$821K -10,294 -73%
AWAU
1684
Alliance Wealth Advisors (Utah)
Utah
$300K +$36.3K +455 +14%
CA
1685
Cornerstone Advisory
Maryland
$300K -$27.4K -343 -8%
AAS
1686
Annex Advisory Services
Wisconsin
$300K +$300K +3,758 New
WCM
1687
WealthBridge Capital Management
Ohio
$299K +$299K +3,754 New
AA
1688
Advisory Alpha
Michigan
$299K +$26.2K +329 +10%
HHRDM
1689
H&H Retirement Design & Management
Nevada
$296K +$296K +4,257 New
SW
1690
SkyOak Wealth
Michigan
$294K
NA
1691
Navellier & Associates
Nevada
$293K
SWM
1692
Stockman Wealth Management
Montana
$293K -$7.45M -93,408 -96%
WG
1693
Winton Group
United Kingdom
$292K -$2.63M -32,983 -90%
WP
1694
Westmount Partners
California
$292K
WIC
1695
Woodmont Investment Counsel
Tennessee
$292K -$7.98K -100 -3%
1IA
1696
1620 Investment Advisors
Massachusetts
$291K -$21.1K -264 -7%
FNC
1697
First National Corp
Massachusetts
$291K
KFSC
1698
Keystone Financial Services (Colorado)
Colorado
$291K -$5.5K -69 -2%
NIWA
1699
New Insight Wealth Advisors
California
$290K -$161K -2,024 -36%
CCFM
1700
Clear Creek Financial Management
Washington
$289K +$69.8K +875 +32%