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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 %
TCM
926
Teza Capital Management
Illinois
$906K +$906K +14,401 New
TSWM
927
Triangle Securities Wealth Management
North Carolina
$901K -$622K -9,887 -41%
1SB
928
1ST Source Bank
Indiana
$898K -$54.7K -870 -6%
DWM
929
Diversify Wealth Management
Utah
$896K -$46.2K -814 -5%
PA
930
PSI Advisors
Florida
$895K -$47.7K -758 -5%
HAG
931
HF Advisory Group
Maryland
$895K -$213K -3,383 -19%
IIL
932
Insight Inv LLC
California
$894K -$42.1K -670 -4%
WWA
933
WCG Wealth Advisors
Nevada
$891K -$925K -14,702 -51%
AIM
934
Anchor Investment Management
South Carolina
$890K -$415K -6,599 -32%
B
935
Bailard
California
$887K -$54.5K -866 -6%
MWA
936
Midland Wealth Advisors
Illinois
$886K -$51.6K -821 -6%
CIA
937
Cladis Investment Advisory
Montana
$885K -$284K -4,523 -24%
MTIM
938
Marathon Trading Investment Management
Pennsylvania
$874K -$629K -10,000 -42%
VVP
939
Venture Visionary Partners
Ohio
$872K -$70K -1,113 -7%
MIC
940
Meridian Investment Counsel
California
$867K -$145K -2,299 -14%
ICP
941
Interchange Capital Partners
Pennsylvania
$861K -$60.3K -959 -7%
AA
942
Axiom Advisory
California
$861K +$15K +258 +2%
YIA
943
YHB Investment Advisors
Connecticut
$855K -$49.4K -785 -5%
PI
944
Pettee Investors
Connecticut
$854K
SCA
945
St. Clair Advisors
Ohio
$852K
RFA
946
Register Financial Advisors
Georgia
$848K -$272K -4,333 -24%
BFA
947
Beacon Financial Advisory
Ohio
$848K -$15K -238 -2%
NW
948
NewEdge Wealth
Pennsylvania
$848K +$166K +2,644 +24%
SWM
949
Silverlake Wealth Management
Vermont
$847K -$9.18K -146 -1%
FNBT
950
FineMark National Bank & Trust
Florida
$838K -$435K -6,914 -34%