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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 %
CB
1926
Centennial Bank
Arkansas
$160K -$70.3K -881 -31%
BGAI
1927
Bruce G. Allen Investments
Colorado
$157K +$4.07K +51 +3%
WAM
1928
WFA Asset Management
Wisconsin
$156K +$33.1K +415 +27%
NRG
1929
Nemes Rush Group
Michigan
$152K +$9.17K +115 +6%
CYG
1930
Clean Yield Group
Vermont
$151K -$17.9K -225 -11%
EBA
1931
Eagle Bay Advisors
New York
$148K -$2.63K -33 -2%
TCG
1932
Transcendent Capital Group
Oklahoma
$148K +$128K +1,605 +647%
SOAMC
1933
Spirit of America Management Corp
New York
$144K
CBT
1934
CoreFirst Bank & Trust
Kansas
$144K -$13.6K -170 -9%
IGWM
1935
ICA Group Wealth Management
Colorado
$143K -$3.99K -50 -3%
AAG
1936
Armstrong Advisory Group
Massachusetts
$143K
PCWA
1937
Pacific Capital Wealth Advisors
California
$140K +$3.59K +45 +3%
JWM
1938
Janiczek Wealth Management
Colorado
$140K +$39K +489 +39%
GJWM
1939
Gilliland Jeter Wealth Management
Arkansas
$138K +$138K +1,728 New
PPC
1940
Park Place Capital
Alabama
$137K -$3.75K -47 -3%
JWM
1941
Jupiter Wealth Management
Colorado
$137K -$1.61M -29,248 -92%
MIM
1942
Meridiem Investment Management
United Kingdom
$137K
Qube Research & Technologies (QRT)
1943
Qube Research & Technologies (QRT)
United Kingdom
$135K -$350K -4,390 -72%
PWMG
1944
Prestige Wealth Management Group
New Jersey
$135K
SFM
1945
Systematic Financial Management
New Jersey
$135K
HWA
1946
HHM Wealth Advisors
Tennessee
$134K +$2.07K +26 +2%
ZB
1947
Zions Bancorporation
Utah
$134K +$75.5K +947 +128%
GFA
1948
Gifford Fong Associates
California
$134K
SFFS
1949
Stonehage Fleming Financial Services
Jersey
$132K +$132K +1,775 New
FFA
1950
Frazier Financial Advisors
Ohio
$130K