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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 %
CPCPP
801
Canada Post Corporation Pension Plan
Canada
$759K +$759K +16,913 New
SSWM
802
Smith Salley Wealth Management
North Carolina
$757K -$98K -2,184 -11%
MA
803
Mutual Advisors
Nebraska
$756K -$238K -4,584 -24%
TFGT
804
TS Financial Group (TSFG)
Illinois
$754K -$51K -1,137 -6%
PVI
805
Pine Valley Investments
New Jersey
$752K -$180K -4,009 -19%
GWM
806
Guardian Wealth Management
Illinois
$747K +$747K +16,636 +151,236%
CNC
807
Citizens & Northern Corp
Pennsylvania
$747K -$316K -7,036 -30%
MFG
808
Merit Financial Group
Georgia
$744K -$2.42K -54 -0.3%
KIA
809
KCM Investment Advisors
California
$744K -$120K -2,664 -14%
EAM
810
Erste Asset Management
Austria
$743K -$3.69M -82,829 -83%
RWPA
811
Richard W. Paul & Associates
Michigan
$742K +$58.6K +1,305 +9%
BG
812
Bahl & Gaynor
Ohio
$738K -$12.5K -278 -2%
MAS
813
Meeder Advisory Services
Ohio
$738K -$53.5K -1,192 -7%
PCIA
814
Prime Capital Investment Advisors
Kansas
$737K -$843K -18,778 -53%
IA
815
IFG Advisory
Georgia
$734K -$355K -7,907 -33%
NFG
816
Nations Financial Group
Iowa
$734K +$421K +9,368 +134%
AAIS
817
ABN AMRO Investment Solutions
$733K -$1.13M -25,163 -61%
EWA
818
EverSource Wealth Advisors
Alabama
$733K +$22K +490 +3%
PFGIA
819
Patriot Financial Group Insurance Agency
Massachusetts
$722K +$12K +268 +2%
WANY
820
Wealthspire Advisors (New York)
New York
$717K +$65.9K +1,468 +10%
RRA
821
Round Rock Advisors
Connecticut
$715K -$573K -12,758 -44%
WKSWA
822
White Knight Strategic Wealth Advisors
New Jersey
$707K +$451K +10,038 +176%
WSFS
823
Wilmington Savings Fund Society
Delaware
$703K -$776K -17,287 -52%
BTW
824
Boston Trust Walden
Massachusetts
$702K -$128K -2,857 -15%
KTC
825
Kentucky Trust Company
Kentucky
$696K +$696K +15,512 New