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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 %
FP
2051
Financial Perspectives
Minnesota
$27K -$4.22K -53 -14%
HFS
2052
Horizon Financial Services
North Carolina
$25.9K +$25.9K +325 New
CPA
2053
Clear Point Advisors
New York
$25.9K +$239 +3 +0.9%
M
2054
MOTCO
Texas
$25.7K -$80 -1 -0.3%
LFASL
2055
Lugano Financial Advisors SA (LFA)
Switzerland
$25.2K +$18.9K +237 +300%
PPWM
2056
PFG Private Wealth Management
Florida
$25.1K
PP
2057
PrairieView Partners
Minnesota
$25K
CPG
2058
Cornerstone Planning Group
New Jersey
$25K -$1.34K -24 -5%
VAG
2059
VisionPoint Advisory Group
Texas
$24.8K -$718 -9 -3%
QPBE
2060
Quintet Private Bank (Europe)
Luxembourg
$24.5K +$24.5K +267 New
HIIFS
2061
Harel Insurance Investments & Financial Services
Israel
$24K -$236K -2,950 -91%
CWM
2062
Cedar Wealth Management
California
$23.9K +$19.5K +245 +445%
GGI
2063
Godsey & Gibb Inc
Virginia
$23.8K -$2.31K -29 -9%
MFG
2064
Mendota Financial Group
Wisconsin
$23.8K
QL
2065
Quarry LP
New York
$23.8K +$23.8K +299 New
PCMC
2066
Planning Capital Management Corporation
Pennsylvania
$23K
KFS
2067
Kelly Financial Services
Massachusetts
$22.7K +$8.3K +104 +57%
NMM
2068
Naples Money Management
Florida
$22.2K
CJ
2069
Caitlin John
Michigan
$21.4K -$3.03K -38 -12%
AWM
2070
Abound Wealth Management
Tennessee
$21.2K -$1.52K -19 -7%
FCT
2071
First Community Trust
Iowa
$20.7K
RTL
2072
Red Tortoise LLC
Georgia
$20.5K +$17.3K +217 +543%
CIAS
2073
CBIZ Investment Advisory Services
Ohio
$20.3K +$20.3K +255 New
FFL
2074
Financial Freedom LLC
Ohio
$20.1K +$239 +3 +1%
AWM
2075
Atticus Wealth Management
Florida
$20K -$9.17K -115 -31%