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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 %
LTI
1676
Laffer Tengler Investments
Tennessee
$84.6K -$37.3K -632 -31%
GCM
1677
Gables Capital Management
Florida
$84.4K +$8.86K +150 +12%
WWM
1678
Wolff Wiese Magana
California
$84.4K +$13.4K +227 +19%
OIAM
1679
OFI Invest Asset Management
France
$82.7K +$5.73K +104 +7%
GJWM
1680
Gilliland Jeter Wealth Management
Arkansas
$82.5K -$19.5K -331 -19%
MWM
1681
Mascoma Wealth Management
New Hampshire
$82.1K -$5.91K -100 -7%
WPA
1682
West Paces Advisors
Georgia
$80.1K +$6.97K +118 +10%
IHWM
1683
Iron Horse Wealth Management
Iowa
$79.9K
PGAM
1684
Princeton Global Asset Management
New Jersey
$79.4K +$11K +187 +16%
VAMG
1685
Voisard Asset Management Group
Michigan
$78.9K +$15.1K +256 +24%
TFM
1686
TFC Financial Management
Massachusetts
$78.8K -$81.5K -1,380 -51%
HNB
1687
Hilltop National Bank
Wyoming
$78.7K
LFASL
1688
Lugano Financial Advisors SA (LFA)
Switzerland
$77.7K +$59.1K +1,000 +316%
CTWM
1689
Cherry Tree Wealth Management
Minnesota
$76.1K
DAM
1690
Delta Asset Management
Tennessee
$75.6K
EBA
1691
Eagle Bay Advisors
New York
$75.3K -$34.6K -586 -31%
TCM
1692
TD Capital Management
Tennessee
$74.6K
ME
1693
McIlrath & Eck
Washington
$71.4K
RTC
1694
Riverview Trust Company
Washington
$71.2K -$500K -8,466 -88%
OCM
1695
Orion Capital Management
California
$70.9K -$142K -2,400 -67%
CYG
1696
Clean Yield Group
Vermont
$70.3K -$41.3K -700 -37%
RA
1697
Rise Advisors
New York
$70.2K -$59 -1 -0.1%
SCM
1698
Silvant Capital Management
Georgia
$69K
AWM
1699
AllSquare Wealth Management
New York
$67.7K -$2.95K -50 -4%
Bank Julius Baer & Co
1700
Bank Julius Baer & Co
Switzerland
$67.4K -$7.5K -114 -10%