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CVS Health

1,821 hedge funds and large institutions have $63B invested in CVS Health in 2024 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 483 increasing their positions, 1,003 reducing their positions, and 205 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,821
Holders Change
-70
Holders Change %
-3.7%
% of All Funds
26.34%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
156
Increased
483
Reduced
1,003
Closed
205
Calls
$1.77B
Puts
$1.45B
Net Calls
+$323M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LOAMS
551
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.24M -$2.21M -35,116 -41%
WF
552
Welch & Forbes
Massachusetts
$3.21M -$74.8K -1,189 -2%
WI
553
WBI Investments
New Jersey
$3.21M +$3.21M +51,101 New
IWM
554
IHT Wealth Management
Illinois
$3.17M -$20.6K -328 -0.6%
EOJOAM
555
E. Ohman J:or Asset Management
Sweden
$3.16M -$303K -4,820 -9%
TRCT
556
Tower Research Capital (TRC)
New York
$3.15M -$5.35M -85,036 -63%
BDA
557
Borer Denton & Associates
Pennsylvania
$3.08M -$1.36M -21,701 -31%
SAM
558
Shell Asset Management
Netherlands
$3.08M +$3.08M +48,997 New
CNBT
559
Canandaigua National Bank & Trust
New York
$3.06M -$404K -6,424 -12%
CANC
560
Culbertson A N & Co
Virginia
$3.05M -$1.67M -26,527 -35%
SIMG
561
Sonora Investment Management Group
Arizona
$3.05M -$202K -3,213 -6%
TFA
562
Toth Financial Advisory
Virginia
$3.04M -$1.18M -18,698 -28%
NB
563
NBT Bank
New York
$3.02M -$61.4K -976 -2%
BRWA
564
B. Riley Wealth Advisors
Florida
$3.02M -$286K -4,547 -9%
SFA
565
Sequoia Financial Advisors
Ohio
$3M +$990K +15,741 +49%
BCM
566
Beddow Capital Management
Wyoming
$2.99M -$417K -6,625 -12%
UCFA
567
United Capital Financial Advisors
Texas
$2.96M -$19.5M -309,577 -87%
BWG
568
Beta Wealth Group
California
$2.95M +$85.1K +1,353 +3%
TPCW
569
TD Private Client Wealth
New York
$2.95M +$658K +10,465 +29%
EWA
570
Exencial Wealth Advisors
Oklahoma
$2.92M -$98.7K -1,570 -3%
MCM
571
Mengis Capital Management
Oregon
$2.92M -$210K -3,347 -7%
CPA
572
Court Place Advisors
Maryland
$2.87M -$52.4K -833 -2%
AIMCA
573
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.87M +$25.2K +400 +0.9%
EF
574
Exeter Financial
Arizona
$2.87M +$65.4K +1,040 +2%
DWM
575
Dakota Wealth Management
Florida
$2.86M -$1.13M -18,014 -28%