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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 %
NP
976
NorthRock Partners
Minnesota
$785K +$10K +159 +1%
NAS
977
Nicolet Advisory Services
Wisconsin
$784K -$8.18K -130 -1%
WPC
978
Wedmont Private Capital
Pennsylvania
$782K +$83.9K +1,286 +12%
CAMG
979
CWA Asset Management Group
Florida
$777K +$777K +12,362 New
CPIG
980
Chicago Partners Investment Group
Illinois
$773K +$38.4K +676 +5%
NG
981
Northstar Group
New York
$773K -$168K -2,665 -18%
IAS
982
Investment Advisory Services
Texas
$770K -$331K -5,262 -30%
MCCA
983
Mill Creek Capital Advisors
Pennsylvania
$770K -$17.3K -275 -2%
KJHP
984
K.J. Harrison & Partners
Ontario, Canada
$769K -$1.16M -20,000 -60%
SAG
985
SageView Advisory Group
California
$768K -$185K -2,940 -19%
RA
986
RFG Advisory
Alabama
$767K -$254K -4,033 -25%
HCM
987
Howard Capital Management
Georgia
$767K +$767K +12,193 New
WA
988
Wealth Alliance
New York
$765K -$48.5K -771 -6%
CD
989
Chapin Davis
Maryland
$765K -$64.8K -1,031 -8%
6F
990
626 Financial
Michigan
$765K -$343K -5,461 -31%
PCA
991
Pallas Capital Advisors
Massachusetts
$764K +$346K +6,158 +83%
SFI
992
SPC Financial Inc
Maryland
$760K +$6.29K +100 +0.8%
ACA
993
Aptus Capital Advisors
Alabama
$759K +$54.4K +865 +8%
HI
994
Humankind Investments
New York
$757K +$30.1K +479 +4%
CA
995
Claro Advisors
Massachusetts
$756K +$161K +2,563 +27%
SACTSONJ
996
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$755K
BIA
997
Beacon Investment Advisors
Maryland
$755K
IF
998
Intrua Financial
Texas
$753K -$42.1K -669 -5%
SAM
999
Stansberry Asset Management
Texas
$750K -$10.1M -161,004 -93%
DWT
1000
Dorsey & Whitney Trust
South Dakota
$746K -$350K -5,559 -32%