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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 %
PA
1076
Parallel Advisors
California
$344K -$101K -2,242 -23%
BJL
1077
Brighton Jones LLC
Washington
$342K -$10.5K -235 -3%
DCM
1078
Dimension Capital Management
Florida
$342K +$342K +7,624 New
WBCM
1079
Wilson & Boucher Capital Management
California
$339K -$47.1K -1,050 -12%
Los Angeles Capital Management
1080
Los Angeles Capital Management
California
$338K -$471K -10,495 -58%
SC
1081
Syon Capital
California
$338K +$11.1K +247 +3%
AAS
1082
Ameritas Advisory Services
Nebraska
$335K -$8.8K -196 -3%
WGC
1083
Watts Gwilliam & Co
Arizona
$334K +$29.8K +650 +10%
FMTCOCP
1084
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$334K -$8.98K -200 -3%
BWG
1085
Beta Wealth Group
California
$333K -$1.77M -39,542 -84%
WPW
1086
Waldron Private Wealth
Pennsylvania
$330K +$15.3K +341 +5%
P
1087
Pitcairn
Pennsylvania
$329K -$12K -267 -4%
SCA
1088
Stonebridge Capital Advisors
Minnesota
$329K -$14.5K -323 -4%
SS
1089
Sunbelt Securities
Texas
$326K -$155K -3,536 -32%
SWP
1090
Strategic Wealth Partners
Ohio
$324K -$120K -1,815 -27%
MPCG
1091
Matrix Private Capital Group
New York
$324K -$203K -4,518 -38%
IB
1092
Intrust Bank
Kansas
$324K -$62.8K -1,399 -16%
MCCP
1093
Mission Creek Capital Partners
California
$323K +$75.1K +2,324 +30%
PA
1094
Persium Advisors
Georgia
$323K +$323K +7,190 New
TFIPS
1095
Towarzystwo Funduszy Inwestycyjnych PZU SA
$321K
KAS
1096
KPP Advisory Services
Kentucky
$320K -$80.8K -1,801 -20%
WFAG
1097
Wescott Financial Advisory Group
Pennsylvania
$319K +$4.62K +103 +1%
CST
1098
Charles Schwab Trust
Nevada
$317K -$92.7K -2,064 -23%
IWA
1099
Icon Wealth Advisors
Texas
$315K -$6.11K -136 -2%
KCFA
1100
Key Client Fiduciary Advisors
New Jersey
$314K -$8.17K -182 -3%