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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 %
JIC
701
Johnson Investment Counsel
Ohio
$1.11M -$373K -8,307 -25%
KF
702
KKM Financial
Illinois
$1.1M -$113K -2,527 -9%
MNBTD
703
Moody National Bank Trust Division
Texas
$1.09M +$39.7K +885 +4%
VI
704
Vestcor Inc
New Brunswick, Canada
$1.08M -$1.17K -26 -0.1%
MCM
705
Mengis Capital Management
Oregon
$1.08M -$1M -22,359 -48%
HL
706
HeadInvest LLC
Maine
$1.08M -$123K -2,750 -10%
CG
707
Caprock Group
Idaho
$1.08M -$566K -12,602 -34%
IAN
708
Integrated Advisors Network
Texas
$1.07M -$169K -3,758 -14%
GWM
709
Greenwich Wealth Management
Connecticut
$1.07M -$31.6K -703 -3%
PL
710
Polianta Ltd
Jersey
$1.06M +$233K +5,200 +28%
PFA
711
Pathway Financial Advisers
Indiana
$1.06M -$76.6M -1,706,787 -99%
BWM
712
BCGM Wealth Management
Indiana
$1.05M +$6.64K +148 +0.6%
PWM
713
Perigon Wealth Management
California
$1.04M -$16.1K -309 -2%
PCM
714
Palouse Capital Management
Washington
$1.04M -$25K -558 -2%
WSC
715
Wellington Shields & Co
New York
$1.02M -$267K -5,959 -21%
WFI
716
West Family Investments
California
$1.02M -$102K -2,280 -9%
MIF
717
Mediolanum International Funds
Ireland
$1.01M +$435K +9,917 +75%
RPC
718
Rossmore Private Capital
Connecticut
$1.01M -$153K -3,400 -13%
MCM
719
Mork Capital Management
California
$1.01M +$1.01M +22,500 New
SPC
720
Sigma Planning Corp
Michigan
$1.01M -$107K -2,384 -10%
BFS
721
Bradley Foster & Sargent
Connecticut
$1M -$83K -1,850 -8%
KWA
722
Kingswood Wealth Advisors
California
$1M -$480K -10,682 -32%
TCM
723
Tandem Capital Management
New Jersey
$1M +$1M +22,315 New
HPC
724
HM Payson & Co
Maine
$1,000K -$544K -12,119 -35%
PWP
725
Principle Wealth Partners
Connecticut
$992K -$75.1K -1,674 -7%