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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 %
CC
1101
Copperleaf Capital
North Carolina
$560K -$31.1K -494 -5%
LWCFA
1102
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$558K -$50.7K -903 -8%
KA
1103
Kovack Advisors
Florida
$557K -$2.14K -34 -0.4%
LKIM
1104
Lawson Kroeker Investment Management
Nebraska
$557K -$86.6K -1,377 -13%
OWA
1105
Octavia Wealth Advisors
Ohio
$555K -$212K -3,374 -28%
HFS
1106
Heritage Financial Services
Massachusetts
$554K +$18.6K +296 +3%
TNBTD
1107
Trustmark National Bank Trust Department
Mississippi
$549K -$318K -5,062 -37%
SIA
1108
Strategic Investment Advisors
Michigan
$549K +$15.8K +252 +3%
FCCM
1109
First City Capital Management
Georgia
$549K -$273K -4,334 -33%
RG
1110
Rathbones Group
United Kingdom
$548K -$9.75K -155 -2%
LIA
1111
LS Investment Advisors
Michigan
$548K -$2.68M -42,576 -83%
MIM
1112
Morningstar Investment Management
Illinois
$548K -$531K -7,868 -49%
CWM
1113
Concentric Wealth Management
California
$545K -$12.6K -200 -2%
TC
1114
Trust Company
Kansas
$545K -$33.6K -534 -6%
FSA
1115
Fort Sheridan Advisors
Illinois
$544K -$76.4K -1,215 -12%
EWS
1116
Eagle Wealth Strategies
New Jersey
$543K +$8.68K +138 +2%
IB
1117
Intrust Bank
Kansas
$542K -$25.6K -407 -5%
WBCM
1118
Wilson & Boucher Capital Management
California
$541K -$12.7K -202 -2%
STA
1119
Summit Trail Advisors
New York
$539K -$359K -5,703 -40%
DCM
1120
Donaldson Capital Management
Indiana
$539K -$4.72K -75 -0.9%
CWC
1121
Carolinas Wealth Consulting
North Carolina
$539K -$63 -1 -0%
WS
1122
Wela Strategies
Georgia
$539K +$138K +2,193 +34%
OAM
1123
Oxford Asset Management
United Kingdom
$538K +$538K +8,556 New
HWAM
1124
Hennion & Walsh Asset Management
New Jersey
$535K -$570K -9,068 -52%
CWS
1125
Confluence Wealth Services
Pennsylvania
$532K -$87.2K -1,386 -14%