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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 %
PAM
801
Paradigm Asset Management
New York
$1.3M
SDWIA
802
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.29M -$83.5K -1,328 -6%
FTDI
803
First Trust Direct Indexing
Massachusetts
$1.29M -$211K -3,357 -14%
AFG
804
Atomi Financial Group
New York
$1.28M +$134K +2,127 +12%
PWM
805
Perigon Wealth Management
California
$1.28M -$196K -3,117 -13%
VWM
806
VCI Wealth Management
Missouri
$1.27M +$671K +10,664 +111%
AI
807
Atom Investors
Texas
$1.27M +$1.27M +20,248 New
DILIC
808
Dai-ichi Life Insurance Company
Japan
$1.27M -$566K -9,000 -31%
BMO
809
Beck Mack & Oliver
New York
$1.27M -$64.8K -1,031 -5%
GSB
810
Greenfield Savings Bank
Massachusetts
$1.26M -$73.1K -1,163 -5%
USPCM
811
Union Square Park Capital Management
New York
$1.26M +$1.26M +20,000 New
CIA
812
Choate Investment Advisors
Massachusetts
$1.26M -$58.5K -930 -4%
CFMC
813
Curbstone Financial Management Corp
New Hampshire
$1.26M -$267K -4,248 -18%
OHWP
814
Oak Harbor Wealth Partners
North Carolina
$1.24M
BC
815
Barnett & Company
Tennessee
$1.23M -$1.22M -19,415 -50%
SG Americas Securities
816
SG Americas Securities
New York
$1.23M -$19.8M -315,372 -94%
MA
817
MONECO Advisors
Connecticut
$1.23M +$42.1K +670 +4%
EFS
818
Essex Financial Services
Connecticut
$1.22M -$532K -9,362 -30%
HKIM
819
Hayek Kallen Investment Management
Alabama
$1.21M -$7.29K -116 -0.6%
TCA
820
Transcend Capital Advisors
New Jersey
$1.21M -$214K -3,398 -15%
KIA
821
KCM Investment Advisors
California
$1.21M -$88.6K -1,409 -7%
WC
822
Wynn Capital
Georgia
$1.2M +$80.5K +1,280 +7%
RCAG
823
Rehmann Capital Advisory Group
Michigan
$1.2M -$72.5K -1,146 -6%
ISB
824
Iowa State Bank
Iowa
$1.2M +$54K +859 +5%
SSWM
825
Smith Salley Wealth Management
North Carolina
$1.2M -$69.5K -1,106 -5%