CVS icon

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 %
CCM
901
Coldstream Capital Management
Washington
$554K -$227K -5,048 -29%
SMC
902
Smith, Moore & Co
Missouri
$554K -$189K -4,219 -25%
YIA
903
YHB Investment Advisors
Connecticut
$554K -$55.9K -1,245 -9%
1SB
904
1ST Source Bank
Indiana
$554K -$87.3K -1,945 -14%
MWA
905
Midland Wealth Advisors
Illinois
$553K -$79.6K -1,773 -13%
ECM
906
Evergreen Capital Management
Washington
$552K -$12K -267 -2%
BFG
907
Beacon Financial Group
Texas
$552K -$124K -2,769 -18%
AIP
908
Ameritas Investment Partners
Nebraska
$551K -$21.6K -481 -4%
NL
909
Navalign LLC
California
$549K -$17.2K -384 -3%
NG
910
Northstar Group
New York
$548K -$3.82K -85 -0.7%
LWCFA
911
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$546K -$12.8K -228 -2%
SFG
912
SNS Financial Group
Minnesota
$546K -$117K -2,613 -18%
PA
913
PSI Advisors
Florida
$545K -$93.8K -2,089 -15%
BAM
914
Belpointe Asset Management
Nevada
$544K +$13.7K +239 +3%
MMM
915
Mendel Money Management
Illinois
$541K -$215K -4,785 -28%
ACA
916
Aptus Capital Advisors
Alabama
$539K -$3.05K -68 -0.6%
SACTSONJ
917
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$539K
BIA
918
Beacon Investment Advisors
Maryland
$539K
PGIM
919
Pacific Global Investment Management
California
$538K -$240K -5,344 -31%
AIM
920
Anchor Investment Management
South Carolina
$534K -$101K -2,245 -16%
AIA
921
Affinity Investment Advisors
California
$532K -$216K -4,816 -29%
FRA
922
Frank Rimerman Advisors
California
$529K +$205K +4,571 +63%
VT
923
Vise Technologies
New York
$525K +$99.6K +2,219 +23%
CK
924
Cohen Klingenstein
New York
$525K
MWM
925
Meridian Wealth Management
Kentucky
$525K -$147K -3,285 -22%