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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 %
SIM
1001
Studio Investment Management
Illinois
$743K -$3.84K -61 -0.5%
9WM
1002
9258 Wealth Management
Ohio
$739K -$32.2K -512 -4%
CCG
1003
Ceeto Capital Group
Florida
$739K -$53.5K -851 -7%
MPCG
1004
Matrix Private Capital Group
New York
$738K -$86.3K -1,373 -10%
CK
1005
Cohen Klingenstein
New York
$736K
TPW
1006
Transatlantique Private Wealth
New York
$734K +$22.8K +363 +3%
CWM
1007
Compass Wealth Management
Connecticut
$731K -$1.33M -21,183 -65%
Acadian Asset Management
1008
Acadian Asset Management
Massachusetts
$730K -$2.31M -36,831 -76%
FTWA
1009
Fifth Third Wealth Advisors
Ohio
$726K -$39.6K -629 -5%
CCAL
1010
City Center Advisors LLC
Michigan
$726K +$284K +4,519 +64%
WFS
1011
Widmann Financial Services
Maryland
$724K +$12.6K +200 +2%
NC
1012
Napatree Capital
Rhode Island
$723K -$61.8K -983 -8%
MMA
1013
Miracle Mile Advisors
California
$717K -$269K -4,278 -27%
BMC
1014
Beaton Management Company
Massachusetts
$716K -$15.7K -250 -2%
FNT
1015
First National Trust
Pennsylvania
$715K -$281K -4,466 -28%
LMIM
1016
Lockheed Martin Investment Management
Maryland
$711K +$711K +11,300 New
OFG
1017
OmniStar Financial Group
North Carolina
$709K +$709K +11,258 New
ATC
1018
Adirondack Trust Company
New York
$709K -$50.4K -802 -7%
MFA
1019
Mayflower Financial Advisors
Massachusetts
$708K +$3.52K +56 +0.5%
SIA
1020
Schechter Investment Advisors
Michigan
$707K -$54.3K -863 -7%
SC
1021
Sierra Capital
Florida
$704K +$239K +3,800 +51%
IA
1022
IFP Advisors
Florida
$704K -$126K -2,011 -15%
JC
1023
JB Capital
Connecticut
$696K -$13.4K -213 -2%
ACM
1024
Aljian Capital Management
Nevada
$694K +$694K +11,030 New
LSAG
1025
Lake Street Advisors Group
New Hampshire
$692K -$3.84K -61 -0.6%