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CVS Health

2,154 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, 1,031 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,154
Holders Change
-84
Holders Change %
-3.75%
% of All Funds
31.23%
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
1,031
Closed
178
Calls
$1.49B
Puts
$1.46B
Net Calls
+$35.1M
Net Calls Change
-$404M
Name Holding Trade Value Shares
Change
Shares
Change %
UIA
1951
Ulland Investment Advisors
Minnesota
$128K
BSB
1952
Bangor Savings Bank
Maine
$127K -$63.8K -800 -34%
GFL
1953
Granite FO LLC
New Hampshire
$121K
SWM
1954
Sugarloaf Wealth Management
Georgia
$121K -$9.73K -122 -7%
TCA
1955
Trifecta Capital Advisors
Illinois
$120K -$877 -11 -0.7%
MWM
1956
Mascoma Wealth Management
New Hampshire
$119K
FUBT
1957
First United Bank & Trust
Maryland
$117K
NIMI
1958
Natixis Investment Managers International
France
$116K -$22.7K -285 -16%
BBPWM
1959
Blue Bell Private Wealth Management
Pennsylvania
$115K +$798 +10 +0.7%
EC
1960
EntryPoint Capital
New York
$111K +$62.5K +783 +128%
MHR
1961
Matthew Hamilton Rosenberg
$109K +$18.8K +236 +21%
IHWM
1962
Iron Horse Wealth Management
Iowa
$108K -$7.98K -100 -7%
CTA
1963
Colonial Trust Advisors
South Carolina
$108K -$7.58K -95 -7%
HNB
1964
Hilltop National Bank
Wyoming
$106K +$106K +1,333 New
OIAM
1965
OFI Invest Asset Management
France
$103K
CTWM
1966
Cherry Tree Wealth Management
Minnesota
$103K
DAM
1967
Delta Asset Management
Tennessee
$102K
GCM
1968
Gables Capital Management
Florida
$102K -$5.03K -63 -5%
TCM
1969
TD Capital Management
Tennessee
$101K
FMB
1970
Field & Main Bank
Kentucky
$100K -$154K -1,925 -60%
WPA
1971
West Paces Advisors
Georgia
$98.7K -$43.3K -543 -30%
ME
1972
McIlrath & Eck
Washington
$96.4K +$13.1K +164 +16%
FCAS
1973
First Command Advisory Services
Texas
$96.4K +$19.9K +251 +26%
WWM
1974
Wolff Wiese Magana
California
$95.9K +$957 +12 +1%
AWM
1975
AllSquare Wealth Management
New York
$95.5K