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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 %
CCA
901
Childress Capital Advisors
Texas
$973K -$60.4K -961 -6%
MAM
902
MMA Asset Management
Pennsylvania
$972K +$577K +8,904 +146%
WAM
903
Weatherly Asset Management
California
$970K +$107K +1,699 +12%
ADMI
904
Albert D. Mason Inc
Massachusetts
$970K +$14.1K +224 +1%
LCGC
905
Legacy Capital Group California
California
$963K -$24.3K -386 -2%
FLPIM
906
F.L. Putnam Investment Management
Massachusetts
$959K -$3.91M -60,039 -80%
RWPA
907
Richard W. Paul & Associates
Michigan
$957K +$46.1K +733 +5%
CT
908
Chicago Trust
Illinois
$952K +$331K +5,263 +53%
TAM
909
Trust Asset Management
Texas
$948K
BFG
910
Beacon Financial Group
Texas
$948K -$92.4K -1,469 -9%
CCMIC
911
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$945K -$19.7M -313,525 -95%
HFBOT
912
Home Federal Bank of Tennessee
Tennessee
$944K +$53.4K +850 +6%
MWM
913
Meridian Wealth Management
Kentucky
$942K +$942K +14,975 New
CBTWT
914
Community Bank & Trust (Waco, Texas)
Texas
$940K -$2.39K -38 -0.3%
ST
915
Spinnaker Trust
Maine
$935K -$1.49M -23,705 -61%
ETC
916
Exchange Traded Concepts
Oklahoma
$934K +$357K +5,679 +62%
TWA
917
TCI Wealth Advisors
Arizona
$934K -$8.3K -132 -0.9%
RWB
918
RMR Wealth Builders
New Jersey
$934K -$10.1K -160 -1%
SFG
919
SNS Financial Group
Minnesota
$930K -$43.3K -688 -4%
EHWM
920
Eads & Heald Wealth Management
Georgia
$920K -$64.9K -1,033 -7%
MIA
921
MeadowBrook Investment Advisors
Michigan
$919K -$16.1K -256 -2%
GIA
922
Gladstone Institutional Advisory
Florida
$915K +$178K +2,832 +24%
KCM
923
Knoll Capital Management
Florida
$912K
WANY
924
Wealthspire Advisors (New York)
New York
$911K -$8.74K -139 -0.9%
MA
925
Montag & Associates
Georgia
$910K -$114K -1,814 -11%