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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 %
SFS
1776
Sharp Financial Services
Pennsylvania
$249K -$81.3K -1,019 -25%
CFSG
1777
Community Financial Services Group
Vermont
$247K +$247K +3,102 New
QPWM
1778
Quadrant Private Wealth Management
Pennsylvania
$246K -$36.3K -455 -13%
EW
1779
Evoke Wealth
California
$246K +$246K +3,078 New
HCM
1780
Howland Capital Management
Massachusetts
$246K -$1.49M -18,731 -86%
AGC
1781
Aspen Grove Capital
Colorado
$245K +$7.26K +91 +3%
RF
1782
Robbins Farley
New Hampshire
$245K
SP
1783
Stonebrook Private
Michigan
$244K +$558 +7 +0.2%
TWM
1784
Tradition Wealth Management
Minnesota
$243K +$69.5K +872 +40%
PWP
1785
Private Wealth Partners
California
$243K +$6.38K +80 +3%
SWM
1786
Seed Wealth Management
Illinois
$243K -$22.3K -280 -8%
CCM
1787
Chaney Capital Management
Washington
$243K
PCM
1788
Pointe Capital Management
Michigan
$242K
TFS
1789
Thoroughbred Financial Services
Tennessee
$242K -$139K -1,746 -36%
RWP
1790
Revolve Wealth Partners
New Jersey
$242K +$798 +10 +0.3%
CFGA
1791
Cambridge Financial Group (Arizona)
Arizona
$242K -$36K -452 -13%
LFA
1792
Legacy Financial Advisors
Kentucky
$242K +$38.9K +488 +19%
NCTC
1793
New Covenant Trust Company
Indiana
$241K +$241K +3,026 New
GFPC
1794
Global Financial Private Client
Florida
$241K -$4.85K -61 -2%
BFA
1795
Bragg Financial Advisors
North Carolina
$241K -$16.4K -205 -6%
BWM
1796
Brown Wealth Management
Illinois
$240K +$798 +10 +0.3%
VIP
1797
Vista Investment Partners
Oklahoma
$240K
RMDI
1798
R.M. Davis Inc
Maine
$240K +$19.3K +242 +9%
FMTC
1799
Farmers & Merchants Trust Company
California
$239K +$16K +200 +7%
CA
1800
Carson Advisory
Georgia
$239K -$7.42K -93 -3%