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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 %
CT
2001
Clearstead Trust
Maine
$61.8K -$7.42K -93 -11%
CP
2002
Castleview Partners
Texas
$61.8K +$1.6K +20 +3%
SHIM
2003
Stone House Investment Management
Pennsylvania
$61.5K +$61.5K +771 New
RA
2004
Rational Advisors
New York
$60.7K -$20.4K -256 -25%
SN
2005
Sittner & Nelson
Oregon
$60.6K -$16K -200 -21%
WAG
2006
Wiser Advisor Group
Arizona
$58.1K +$479 +6 +0.8%
CMP
2007
Coston McIsaac & Partners
Maine
$57K +$14.6K +185 +34%
DI
2008
DAGCO Inc
Ohio
$56.6K -$157K -1,972 -74%
PCC
2009
Park Circle Company
Maryland
$55.8K
APC
2010
Aspire Private Capital
North Carolina
$53.9K -$80 -1 -0.1%
BCA
2011
Bray Capital Advisors
Florida
$51.8K
VWWMG
2012
Vermillion & White Wealth Management Group
Pennsylvania
$50.8K +$80 +1 +0.2%
TC
2013
Tacita Capital
Ontario, Canada
$50.6K +$50.6K +635 New
FFWA
2014
FRG Family Wealth Advisors
Washington
$50.4K +$50.4K +745 New
NCM
2015
Northwest Capital Management
Oregon
$50.3K
MLA
2016
MB, Levis & Associates
Pennsylvania
$49.5K -$1.04K -13 -2%
OAJ
2017
Ogorek Anthony Joseph
New York
$49K -$13.4K -169 -22%
WBC
2018
West Branch Capital
Massachusetts
$48.7K -$31.9K -400 -40%
CAM
2019
Costello Asset Management
Pennsylvania
$47.9K
GWP
2020
Gen-Wealth Partners
Michigan
$47.5K +$47.5K +595 New
PWMG
2021
Private Wealth Management Group
New Jersey
$46.7K -$7.58K -95 -14%
PAG
2022
Paladin Advisory Group
Iowa
$45.7K -$3.26K -41 -7%
BCMLT
2023
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K +$6.23K +78 +16%
NECFA
2024
New England Capital Financial Advisors
Connecticut
$44.4K -$155K -1,939 -78%
MIHAS
2025
Maj Invest Holding A/S
Denmark
$43K