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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 %
RS
2126
Rakuten Securities
Japan
$4.63K +$558 +7 +14%
BHWM
2127
Beaird Harris Wealth Management
Texas
$4.55K +$1.04K +13 +30%
OSNBOA
2128
Old Second National Bank of Aurora
Illinois
$4.15K
RDIA
2129
RE Dickinson Investment Advisors
Iowa
$4K
FPFS
2130
First Personal Financial Services
North Carolina
$3.59K
ECM
2131
Everence Capital Management
Indiana
$3.44K
PS
2132
PayPay Securities
Japan
$3.27K -$319 -4 -9%
IPW
2133
Impact Partnership Wealth
Georgia
$3.23K -$857K -10,629 -100%
LIM
2134
Longfellow Investment Management
Massachusetts
$3.19K
RWPA
2135
Richard W. Paul & Associates
Michigan
$2.63K
BHWM
2136
Bay Harbor Wealth Management
Maryland
$2.55K
HGERS
2137
Householder Group Estate & Retirement Specialist
Arizona
$2.35K -$1.14K -14 -33%
FGAM
2138
Financial Gravity Asset Management
Texas
$2.02K +$1.7K +21 +525%
VF
2139
VitalStone Financial
Texas
$2K -$634K -8,876 -100%
WA
2140
WestEnd Advisors
North Carolina
$1.6K
TCM
2141
Tradewinds Capital Management
Washington
$1.44K
A
2142
AlphaQuest
New York
$1.28K +$1.28K +16 New
TWP
2143
TFO Wealth Partners
Ohio
$1.04K -$1.84K -23 -64%
AFS
2144
Annapolis Financial Services
Maryland
$967 +$967 +12 New
CAM
2145
Clarity Asset Management
Iowa
$925 +$77 +1 +9%
GWM
2146
Guardian Wealth Management
Illinois
$864
PIC
2147
Portland Investment Counsel
Ontario, Canada
$662 +$7 +2,000 +1%
WPWM
2148
Western Pacific Wealth Management
Illinois
$558 +$558 +7 New
OP
2149
ORG Partners
Indiana
$405 -$81.4K -1,005 -100%
FG
2150
Fairman Group
Pennsylvania
$399