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CVS Health

2,153 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, 1,030 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,153
Holders Change
-84
Holders Change %
-3.76%
% of All Funds
31.22%
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
1,030
Closed
178
Calls
$1.49B
Puts
$1.46B
Net Calls
+$35.1M
Net Calls Change
-$404M
Name Holding Trade Value Shares
Change
Shares
Change %
PCFFS
2076
Pacific Center for Financial Services
California
$19.9K
TAM
2077
Tucker Asset Management
Colorado
$19.9K
ACA
2078
American Capital Advisory
Idaho
$19.6K +$16.6K +224 +560%
IWP
2079
IAG Wealth Partners
Wisconsin
$18.2K +$159 +2 +0.9%
PCA
2080
Providence Capital Advisors
North Carolina
$17.5K +$1.52K +19 +10%
PO
2081
Private Ocean
California
$17.4K
AW
2082
Avion Wealth
Texas
$17K +$2.57K +32 +18%
LF
2083
LifeSteps Financial
California
$16.9K +$16.9K +212 New
EFP
2084
EnRich Financial Partners
Wisconsin
$16.5K +$16.5K +207 New
WFA
2085
West Financial Advisors
Iowa
$16.2K
WOC
2086
West Oak Capital
California
$16K -$123K -1,495 -88%
CWM
2087
CarsonAllaria Wealth Management
Illinois
$14.3K +$14.3K +179 New
LI
2088
Louisbourg Investments
New Brunswick, Canada
$14K +$14K +175 New
DFA
2089
DHJJ Financial Advisors
Illinois
$13.7K
FSWA
2090
Financial Synergies Wealth Advisors
Texas
$13K
VWA
2091
Valued Wealth Advisors
Utah
$12.9K +$2.63K +33 +26%
DF
2092
Dunhill Financial
United Kingdom
$12.8K +$1.36K +17 +12%
WWP
2093
WR Wealth Planners
Missouri
$12.8K +$12.8K +160 New
MAWCM
2094
Mine & Arao Wealth Creation & Management
California
$12.7K
DCP
2095
Distillate Capital Partners
Illinois
$12.7K -$1.12K -14 -8%
WAS
2096
Winch Advisory Services
Wisconsin
$12.3K +$80 +1 +0.7%
NI
2097
NCP Inc
California
$12.1K +$12.1K +152 New
HCM
2098
Hollencrest Capital Management
California
$12K -$487K -6,106 -98%
LFA
2099
Legend Financial Advisors
Pennsylvania
$12K +$7.98K +100 +200%
RAM
2100
Riggs Asset Management
Pennsylvania
$11.5K