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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 %
CBT
1051
Crews Bank & Trust
Florida
$369K +$369K +8,219 New
PHIC
1052
Pine Haven Investment Counsel
Massachusetts
$368K -$48.2K -1,074 -12%
Financial Engines Advisors
1053
Financial Engines Advisors
California
$366K +$366K +8,164 New
OF
1054
Optimize Financial
California
$366K +$366K +8,158 New
UAS
1055
United Asset Strategies
New York
$365K -$48.8K -1,088 -12%
IBOK
1056
Independence Bank of Kentucky
Kentucky
$365K -$83.5K -1,860 -19%
NAS
1057
Nicolet Advisory Services
Wisconsin
$364K -$235K -4,895 -39%
S
1058
SimplyRich
California
$362K -$132K -2,935 -27%
RG
1059
Rathbones Group
United Kingdom
$360K -$31K -690 -8%
VIS
1060
Vega Investment Solutions
France
$359K +$359K +8,000 New
MMPW
1061
Mitchell McLeod Pugh & Williams
Alabama
$358K -$8.66K -193 -2%
FIA
1062
Foundations Investment Advisors
Arizona
$357K -$673 -15 -0.2%
ALAM
1063
Asahi Life Asset Management
Japan
$356K
CTC
1064
Cetera Trust Company
Minnesota
$355K -$410K -9,125 -54%
NFTC
1065
North Forty Two & Co
Oregon
$354K +$354K +7,893 New
CCAL
1066
City Center Advisors LLC
Michigan
$353K -$165K -3,678 -32%
FCP
1067
Fidelis Capital Partners
Florida
$351K -$56.5K -1,010 -14%
VCA
1068
Verdence Capital Advisors
Maryland
$350K -$13.2K -294 -4%
SWM
1069
SeaCrest Wealth Management
New York
$350K -$216K -4,813 -38%
NIM
1070
Northeast Investment Management
Massachusetts
$350K -$591K -13,162 -63%
ATPW
1071
Ashton Thomas Private Wealth
Arizona
$349K -$381K -8,483 -52%
IP
1072
Intellectus Partners
California
$347K +$43.5K +970 +14%
LIM
1073
Leavell Investment Management
Alabama
$346K -$102K -2,263 -23%
CAM
1074
Columbia Asset Management
Michigan
$346K -$110K -2,444 -24%
BFO
1075
Boston Family Office
Massachusetts
$344K -$83.7K -1,867 -20%