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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 %
PMFA
1701
Plante Moran Financial Advisors
Michigan
$289K +$79.7K +999 +38%
AWM
1702
Aprio Wealth Management
Georgia
$289K -$25.9K -325 -8%
CA
1703
CoreCap Advisors
Michigan
$288K +$43.9K +550 +18%
PB
1704
Pinnacle Bancorp
Nebraska
$288K
OCM
1705
Orion Capital Management
California
$287K -$149K -1,874 -34%
APWM
1706
Atlas Private Wealth Management
New York
$287K -$47.5K -595 -14%
MSFP
1707
Mark Sheptoff Financial Planning
Connecticut
$285K -$7.98K -100 -3%
PWM
1708
Partnership Wealth Management
Maryland
$285K -$17.6K -221 -6%
OHIS
1709
Oak Harvest Investment Services
Texas
$285K +$24.1K +302 +9%
SVWAG
1710
Sound View Wealth Advisors Group
Georgia
$284K -$4.31K -54 -1%
GPWA
1711
Great Point Wealth Advisors
Massachusetts
$282K
IAG
1712
Investment Advisory Group
Massachusetts
$281K +$798 +10 +0.3%
FNBSF
1713
First National Bank Sioux Falls
South Dakota
$281K +$9.41K +118 +3%
HCA
1714
Heck Capital Advisors
Wisconsin
$279K +$3.35K +42 +1%
FSA
1715
Financial Sense Advisors
California
$279K
SFG
1716
Sather Financial Group
Texas
$279K
GAM
1717
Grandview Asset Management
Pennsylvania
$279K +$80 +1 +0%
SAI
1718
Savvy Advisors Inc
New York
$278K +$278K +3,486 New
MSG
1719
Main Street Group
Virginia
$278K +$216K +2,712 +349%
OA
1720
Operose Advisors
Wisconsin
$277K +$6.22K +78 +2%
BFG
1721
Berger Financial Group
Minnesota
$277K +$50.3K +631 +22%
BOS
1722
Bank of Stockton
California
$277K +$12K +150 +5%
PA
1723
Procyon Advisors
Connecticut
$276K -$17.9K -225 -6%
SFM
1724
Signet Financial Management
New Jersey
$275K -$16.1K -202 -6%
WKWM
1725
Walter & Keenan Wealth Management
Indiana
$275K -$292K -3,662 -51%