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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 %
VAG
1801
VisionPoint Advisory Group
Texas
$14.1K -$4.25K -72 -23%
NMM
1802
Naples Money Management
Florida
$14.1K -$2.09K -36 -13%
VCM
1803
Versant Capital Management
Arizona
$14K -$6.5K -110 -32%
IWP
1804
IAG Wealth Partners
Wisconsin
$13.6K +$118 +2 +0.9%
FPF
1805
First Pacific Financial
Washington
$13.1K +$7.5K +127 +134%
RTL
1806
Red Tortoise LLC
Georgia
$13K -$2.25K -38 -15%
PCA
1807
Providence Capital Advisors
North Carolina
$12.9K
BAM
1808
Bellevue Asset Management
Washington
$12.5K -$35.2K -595 -74%
EFP
1809
EnRich Financial Partners
Wisconsin
$12.2K
WFA
1810
West Financial Advisors
Iowa
$12K
LFA
1811
LGT Financial Advisors
Texas
$11.9K +$11.9K +202 New
AAG
1812
Accordant Advisory Group
Maryland
$11.8K +$11.8K +200 New
PO
1813
Private Ocean
California
$11.6K -$1.3K -22 -10%
WOC
1814
West Oak Capital
California
$11.5K
LI
1815
Louisbourg Investments
New Brunswick, Canada
$11.5K +$1.18K +20 +11%
CC
1816
Cultivar Capital
Texas
$11.5K +$11.5K +195 New
DF
1817
Dunhill Financial
United Kingdom
$11.3K +$1.83K +31 +19%
BHWM
1818
Beaird Harris Wealth Management
Texas
$11.2K +$7.84K +133 +233%
LOIP
1819
Live Oak Investment Partners
Texas
$11.1K
CWM
1820
CarsonAllaria Wealth Management
Illinois
$10.6K
FW
1821
Fairway Wealth
Ohio
$10.2K +$10.2K +173 New
DFA
1822
DHJJ Financial Advisors
Illinois
$10.2K
GGI
1823
Godsey & Gibb Inc
Virginia
$9.8K -$7.86K -133 -44%
WAS
1824
Winch Advisory Services
Wisconsin
$9.2K +$118 +2 +1%
NI
1825
NCP Inc
California
$9.08K +$118 +2 +1%