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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 %
AWM
1076
Axxcess Wealth Management
California
$608K -$284K -4,511 -32%
BFO
1077
Boston Family Office
Massachusetts
$600K -$4.58M -72,847 -88%
CF
1078
Copperwynd Financial
Arizona
$597K -$11K -175 -2%
VT
1079
Vise Technologies
New York
$596K -$170K -2,704 -22%
Fayez Sarofim & Co
1080
Fayez Sarofim & Co
Texas
$596K
ACP
1081
Aviance Capital Partners
Florida
$595K -$31.2K -496 -5%
FNBTCON
1082
First National Bank & Trust Co of Newtown
Pennsylvania
$591K
PHIC
1083
Pine Haven Investment Counsel
Massachusetts
$584K -$53.4K -849 -8%
BAM
1084
Belpointe Asset Management
Nevada
$582K -$38.7K -616 -6%
AF
1085
Aviso Financial
Ontario, Canada
$581K +$130K +2,068 +29%
UAS
1086
United Asset Strategies
New York
$580K +$13.3K +212 +2%
LFA
1087
Legacy Financial Advisors
Kentucky
$578K +$4.91K +78 +0.9%
CP
1088
Camelot Portfolios
Ohio
$575K -$133K -2,115 -19%
CST
1089
Charles Schwab Trust
Nevada
$573K +$22.4K +357 +4%
GA
1090
GFS Advisors
Texas
$573K -$527K -8,385 -48%
BCM
1091
Boltwood Capital Management
California
$573K +$5.53K +88 +1%
CPW
1092
Cove Private Wealth
New York
$572K
SB
1093
Simmons Bank
Arkansas
$571K -$79.7K -1,267 -12%
BTI
1094
Blue Trust Inc
Georgia
$571K +$33.2K +562 +6%
WC
1095
Waterloo Capital
Texas
$571K -$2.04M -32,489 -78%
GWM
1096
GSB Wealth Management
Connecticut
$563K -$133K -2,122 -19%
SCI
1097
Silver Coast Investments
United States
$563K +$77.7K +1,236 +16%
DRD
1098
Dennis R. Delaney
$563K -$179K -2,848 -24%
FHA
1099
First Horizon Advisors
Tennessee
$561K -$51.3K -815 -8%
KAS
1100
KPP Advisory Services
Kentucky
$561K -$40.2K -640 -7%