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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 %
TSWM
976
Triangle Securities Wealth Management
North Carolina
$452K -$192K -4,268 -30%
WPC
977
Wedmont Private Capital
Pennsylvania
$451K -$124K -2,577 -22%
GC
978
Grimes & Company
Massachusetts
$451K -$11.7M -260,312 -96%
WAP
979
Wealthcare Advisory Partners
Pennsylvania
$450K -$27.2K -605 -6%
PCS
980
Personal CFO Solutions
New Jersey
$450K -$749K -16,691 -62%
GCP
981
GSA Capital Partners
United Kingdom
$449K -$134K -2,976 -23%
NC
982
Napatree Capital
Rhode Island
$446K -$69.9K -1,556 -14%
DAS
983
Diversify Advisory Services
Utah
$445K -$914K -19,027 -67%
IAMOG
984
Investors Asset Management of Georgia
Georgia
$445K -$36.6K -816 -8%
LS
985
Livforsakringsbolaget Skandia
Sweden
$444K -$2.27M -50,671 -84%
FNBT
986
FineMark National Bank & Trust
Florida
$443K -$155K -3,448 -26%
ATC
987
Adirondack Trust Company
New York
$439K -$67K -1,494 -13%
NDSI
988
Newman Dignan & Sheerar Inc
Rhode Island
$436K -$40.2K -896 -8%
SDWIA
989
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$436K -$487K -10,851 -53%
TSWM
990
Tyler-Stone Wealth Management
Ohio
$434K -$22.2K -495 -5%
FLI
991
Family Legacy Inc
South Carolina
$434K -$46.3K -1,006 -10%
UIM
992
Unified Investment Management
Georgia
$432K +$432K +9,634 New
VF
993
Vest Financial
Virginia
$432K +$67K +1,492 +18%
VWA
994
Visionary Wealth Advisors
Illinois
$429K -$169K -3,766 -28%
MIM
995
MTM Investment Management
South Carolina
$428K -$13.4K -299 -3%
Federated Hermes
996
Federated Hermes
Pennsylvania
$428K -$21.9M -487,127 -98%
VCAM
997
Van Cleef Asset Management
Ohio
$427K -$358K -7,973 -46%
WSCM
998
Wellington Shields Capital Management
New York
$427K -$42.6K -950 -9%
IQI
999
Integrated Quantitative Investments
Washington
$426K +$426K +9,500 New
MFA
1000
Mayflower Financial Advisors
Massachusetts
$426K -$80K -1,781 -16%