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CVS Health

1,644 hedge funds and large institutions have $47.2B invested in CVS Health in 2024 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 363 increasing their positions, 924 reducing their positions, and 366 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,644
Holders Change
-177
Holders Change %
-9.72%
% of All Funds
21.88%
Holding in Top 10
13
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-51.85%
% of All Funds
0.17%
New
225
Increased
363
Reduced
924
Closed
366
Calls
$1.7B
Puts
$1.38B
Net Calls
+$322M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DC
551
Davenport & Co
Virginia
$1.91M -$856K -19,107 -31%
AI
552
Atom Investors
Texas
$1.91M +$997K +22,211 +110%
MGP
553
Metis Global Partners
California
$1.89M +$96.4K +2,147 +5%
PIM
554
Plato Investment Management
Australia
$1.89M +$271K +6,014 +17%
EM
555
Excalibur Management
Massachusetts
$1.88M -$87.1K -1,940 -4%
CNBT
556
Canandaigua National Bank & Trust
New York
$1.87M -$320K -7,127 -15%
HT
557
Headlands Technologies
Illinois
$1.86M +$1.86M +41,514 New
JFL
558
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.86M -$119K -2,650 -6%
SFA
559
Sequoia Financial Advisors
Ohio
$1.85M -$294K -6,551 -14%
PCM
560
Poehling Capital Management
Wisconsin
$1.83M -$54K -1,202 -3%
Carson Wealth (CWM LLC)
561
Carson Wealth (CWM LLC)
Nebraska
$1.83M -$1.6M -35,558 -47%
SSB
562
Sandy Spring Bank
Maryland
$1.82M -$548K -12,212 -23%
I
563
InvesTrust
Oklahoma
$1.82M +$1.82M +40,815 New
CB
564
Commerce Bank
Missouri
$1.82M -$1.11M -24,708 -38%
MPIM
565
McGinn Penninger Investment Management
Virginia
$1.82M -$673K -14,997 -27%
BCM
566
Beddow Capital Management
Wyoming
$1.81M -$325K -7,250 -15%
WF
567
Welch & Forbes
Massachusetts
$1.8M -$491K -10,935 -21%
EF
568
Exeter Financial
Arizona
$1.8M -$248K -5,525 -12%
NMIMC
569
Northwestern Mutual Investment Management Company
Wisconsin
$1.79M +$3.91K +87 +0.2%
SWP
570
Stratos Wealth Partners
Ohio
$1.78M -$569K -12,673 -24%
CA
571
Cullinan Associates
Kentucky
$1.78M -$3.73M -83,064 -68%
SW
572
SVB Wealth
Massachusetts
$1.78M +$1.78M +39,541 New
APF
573
Alaska Permanent Fund
Alaska
$1.77M
OIM
574
Orca Investment Management
Oregon
$1.77M -$47.3K -1,053 -3%
RCM
575
Radnor Capital Management
Pennsylvania
$1.77M -$560K -12,479 -24%