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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 %
JSSH
1026
J. Safra Sarasin Holding
$692K
S
1027
SimplyRich
California
$691K +$60.9K +969 +10%
SF
1028
Summit Financial
New Jersey
$691K -$74.3K -1,182 -10%
SS
1029
Sunbelt Securities
Texas
$689K -$52.4K -833 -7%
HVIA
1030
Hudson Valley Investment Advisors
New York
$688K -$238K -3,787 -26%
BB
1031
Busey Bank
Illinois
$682K -$106K -1,680 -13%
SA
1032
SpiderRock Advisors
Delaware
$680K +$20.9K +332 +3%
PHS
1033
Pekin Hardy Strauss
Illinois
$676K -$67K -1,065 -9%
WT
1034
Washington Trust
Rhode Island
$674K -$566K -9,007 -46%
IAMOG
1035
Investors Asset Management of Georgia
Georgia
$674K +$38.3K +609 +6%
WAP
1036
Wealthcare Advisory Partners
Pennsylvania
$668K -$42.1K -670 -6%
Westfield Capital Management
1037
Westfield Capital Management
Massachusetts
$663K +$663K +10,549 New
BWA
1038
BCU Wealth Advisors
Illinois
$662K +$3.52K +56 +0.5%
WSCM
1039
Wellington Shields Capital Management
New York
$657K +$31.4K +500 +5%
FLI
1040
Family Legacy Inc
South Carolina
$656K -$135K -2,147 -17%
WA
1041
WealthTrust Axiom
Pennsylvania
$655K -$47K -748 -7%
WCM
1042
Weik Capital Management
Pennsylvania
$653K -$545K -8,675 -46%
AEPWM
1043
Atlantic Edge Private Wealth Management
Florida
$651K -$194K -3,079 -23%
GI
1044
GAMMA Investing
California
$651K +$82.7K +1,315 +15%
BA
1045
Bristlecone Advisors
Washington
$650K +$24.8K +395 +4%
Luther King Capital Management (LKCM)
1046
Luther King Capital Management (LKCM)
Texas
$647K -$849K -13,501 -57%
MAM
1047
Meeder Asset Management
Ohio
$647K +$625K +9,945 +2,925%
RMAM
1048
Raab & Moskowitz Asset Management
New Jersey
$645K -$116K -1,839 -15%
B
1049
Birchbrook
Maine
$644K +$9.18K +146 +1%
PG
1050
Proffitt & Goodson
Tennessee
$644K +$56K +891 +10%