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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 %
VWA
951
Visionary Wealth Advisors
Illinois
$837K -$78.2K -1,243 -9%
NEI
952
Northwest & Ethical Investments
Ontario, Canada
$834K -$175K -2,786 -17%
YC
953
Yarbrough Capital
Tennessee
$831K
PA
954
Promethium Advisors
Maryland
$830K +$830K +13,205 New
SFG
955
Sterling Financial Group
California
$830K +$189 +3 +0%
PTC
956
Private Trust Company
Ohio
$822K -$339K -5,396 -29%
FFS
957
Founders Financial Securities
Maryland
$819K -$55.1K -876 -6%
CI
958
Cigna Investments
Connecticut
$818K -$13K -207 -2%
BWM
959
BigSur Wealth Management
Florida
$817K
CIP
960
Convergence Investment Partners
Florida
$817K +$435K +6,920 +114%
GCP
961
GSA Capital Partners
United Kingdom
$816K +$816K +12,985 New
TA
962
Tectonic Advisors
Texas
$810K +$125K +1,985 +18%
SJIM
963
St. Johns Investment Management
Florida
$809K -$169K -2,685 -17%
MIF
964
Mediolanum International Funds
Ireland
$809K -$247K -4,024 -23%
HKAM
965
Horizon Kinetics Asset Management
New York
$807K -$94.3K -1,500 -10%
DMBA
966
Deseret Mutual Benefit Administrators
Utah
$806K +$22.1K +351 +3%
AWA
967
Aaron Wealth Advisors
Illinois
$806K +$154K +2,450 +24%
MMG
968
Monetary Management Group
Missouri
$803K -$2.7K -43 -0.3%
AIP
969
Ameritas Investment Partners
Nebraska
$801K -$29.5K -469 -4%
HW
970
Hancock Whitney
Mississippi
$800K -$13.9K -221 -2%
SWM
971
SeaCrest Wealth Management
New York
$793K -$262K -4,171 -25%
NL
972
Navalign LLC
California
$792K -$67K -1,065 -8%
CSPIA
973
Cary Street Partners Investment Advisory
Virginia
$792K -$268K -4,256 -25%
ECM
974
Evergreen Capital Management
Washington
$791K +$57.2K +909 +8%
TAM
975
Tocqueville Asset Management
New York
$786K -$252K -4,015 -24%