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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 %
ST
726
Sentinel Trust
Texas
$1.74M
WIA
727
World Investment Advisors
California
$1.73M +$1.28M +20,308 +281%
SXL
728
Summit X LLC
Missouri
$1.73M -$229K -3,871 -12%
ISL
729
Ingalls & Snyder LLC
New York
$1.73M +$10.9K +173 +0.6%
SFCL
730
Strengthening Families & Communities LLC
Massachusetts
$1.71M +$201K +3,202 +13%
CA
731
Cornerstone Advisors
North Carolina
$1.71M
LD
732
Lipe & Dalton
New York
$1.71M +$12.6K +200 +0.7%
NCM
733
Narwhal Capital Management
Georgia
$1.7M -$588K -9,358 -26%
MTIC
734
Missouri Trust & Investment Company
Missouri
$1.7M +$220K +3,501 +15%
MCA
735
MSH Capital Advisors
Arizona
$1.7M -$143K -2,278 -8%
SMA
736
Sage Mountain Advisors
Georgia
$1.7M +$194K +3,078 +13%
PS
737
Principal Securities
Iowa
$1.7M -$1.5M -23,793 -47%
KF
738
KKM Financial
Illinois
$1.7M +$86.1K +1,369 +5%
CIS
739
Capital International Sarl
California
$1.69M +$579K +9,213 +52%
HL
740
HeadInvest LLC
Maine
$1.68M -$377K -5,994 -18%
PCS
741
Personal CFO Solutions
New Jersey
$1.68M +$215K +3,426 +15%
MSAM
742
Moloney Securities Asset Management
Missouri
$1.67M +$62.6K +995 +4%
ZIG
743
Zurich Insurance Group
Switzerland
$1.67M
FMWA
744
Forvis Mazars Wealth Advisors
Missouri
$1.67M -$53.6K -852 -3%
FIM
745
Fernwood Investment Management
Massachusetts
$1.66M -$545K -8,661 -25%
EI
746
Ellevest Inc
New York
$1.65M +$984K +15,654 +147%
HIMC
747
Heritage Investors Management Corp
Maryland
$1.65M -$351K -5,582 -18%
PPWP
748
Premier Path Wealth Partners
New Jersey
$1.64M +$263K +4,180 +19%
RPC
749
Rossmore Private Capital
Connecticut
$1.63M -$83.4K -1,327 -5%
LA
750
Lynch & Associates
Indiana
$1.63M -$115K -1,826 -7%