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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 %
APIM
1801
Agate Pass Investment Management
Washington
$239K -$5.18K -65 -2%
CWS
1802
Cypress Wealth Services
California
$237K +$11.1K +139 +5%
AWE
1803
Avidian Wealth Enterprises
Texas
$237K +$21.7K +272 +10%
ACIM
1804
Azimuth Capital Investment Management
Michigan
$237K +$17.5K +220 +8%
SIM
1805
Stratos Investment Management
Ohio
$237K -$86.1K -1,079 -27%
MW
1806
MBL Wealth
North Carolina
$236K +$6.78K +85 +3%
PRI
1807
Prepared Retirement Institute
Pennsylvania
$236K -$404K -5,062 -63%
MCWS
1808
McKinley Carter Wealth Services
West Virginia
$236K
HB
1809
Horizon Bancorp
Indiana
$235K +$8.85K +111 +4%
NPT
1810
Nixon Peabody Trust
Massachusetts
$235K -$75.9K -952 -24%
HFP
1811
Holistic Financial Partners
Indiana
$235K -$20.8K -261 -8%
PGF
1812
Plan Group Financial
Oklahoma
$235K +$235K +2,944 New
SOW
1813
State of Wyoming
Wyoming
$234K -$5.5K -69 -2%
BWP
1814
BSW Wealth Partners
Colorado
$233K -$4.31K -54 -2%
MFG
1815
Magnus Financial Group
New York
$233K -$12.1K -152 -5%
HWA
1816
Heritage Wealth Advisors
Virginia
$233K -$61.9K -776 -21%
AFAS
1817
Acorn Financial Advisory Services
Virginia
$233K -$20.5K -257 -8%
TIA
1818
Tiemann Investment Advisors
California
$232K
EWM
1819
Empirical Wealth Management
Washington
$232K +$16.1K +202 +7%
MTWM
1820
Masso Torrence Wealth Management
New Jersey
$232K +$232K +2,906 New
BHPW
1821
Beverly Hills Private Wealth
California
$231K +$231K +2,899 New
HA
1822
Harfst & Associates
Wyoming
$231K -$3.75K -47 -2%
WCM
1823
Wedge Capital Management
North Carolina
$229K -$33M -414,310 -99%
AWM
1824
Aberdeen Wealth Management
Illinois
$229K +$239 +3 +0.1%
AO
1825
Advisor OS
Illinois
$229K -$58.6K -735 -20%