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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 %
FWM
1051
Forza Wealth Management
Florida
$643K +$78.3K +1,245 +14%
LMKC
1052
L.M. Kohn & Company
Ohio
$642K -$217K -3,451 -25%
TSWM
1053
Tyler-Stone Wealth Management
Ohio
$639K +$291K +4,632 +84%
CAM
1054
Columbia Asset Management
Michigan
$638K -$205K -3,265 -24%
GTAM
1055
Global Trust Asset Management
Florida
$637K -$520K -8,277 -45%
MIM
1056
MTM Investment Management
South Carolina
$636K -$37.4K -579 -6%
RC
1057
RBF Capital
California
$629K -$629K -10,000 -50%
JF
1058
Jump Financial
Illinois
$629K +$208K +3,309 +49%
CCA
1059
Cruiser Capital Advisors
Connecticut
$629K +$629K +10,000 New
IBOK
1060
Independence Bank of Kentucky
Kentucky
$628K +$37.5K +597 +6%
LIM
1061
Leavell Investment Management
Alabama
$626K -$92.9K -1,478 -13%
CIA
1062
Compass Ion Advisors
Pennsylvania
$626K -$33.1K -527 -5%
PGF
1063
Plan Group Financial
Oklahoma
$625K +$115K +1,822 +22%
PA
1064
Parallel Advisors
California
$623K -$472K -7,512 -43%
MGIA
1065
Moneta Group Investment Advisors
Missouri
$622K -$209K -3,329 -25%
RIA
1066
Regal Investment Advisors
Michigan
$621K -$4.56M -72,474 -88%
KCM
1067
Kendall Capital Management
Maryland
$619K -$141K -2,247 -19%
CANY
1068
Caxton Associates (New York)
New York
$617K +$617K +9,811 New
AWM
1069
Alterna Wealth Management
Texas
$616K -$53.1K -845 -8%
SWM
1070
Spire Wealth Management
Virginia
$614K -$30.6K -486 -5%
CF
1071
Clarity Financial
Texas
$612K +$89.4K +1,421 +17%
SAM
1072
Smartleaf Asset Management
Massachusetts
$612K -$79.1K -1,289 -11%
FCA
1073
FinTrust Capital Advisors
South Carolina
$611K -$119K -1,897 -16%
BIC
1074
Beach Investment Counsel
Pennsylvania
$609K -$11.5K -183 -2%
NDSI
1075
Newman Dignan & Sheerar Inc
Rhode Island
$609K -$382K -6,659 -39%