CVS icon

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 %
PWM
1126
Prentice Wealth Management
New York
$531K -$9.24K -147 -2%
GWMR
1127
GC Wealth Management RIA
Massachusetts
$531K -$6.67K -106 -1%
AWAG
1128
ARS Wealth Advisors Group
Florida
$531K -$29.7K -473 -5%
BL
1129
Balentine LLC
Georgia
$529K +$192K +3,057 +57%
CI
1130
Conning Inc
Connecticut
$526K -$525K -8,350 -50%
GPA
1131
Garrison Point Advisors
California
$522K
FFB
1132
First Financial Bankshares
Texas
$521K -$239K -3,798 -31%
CCA
1133
Checchi Capital Advisers
California
$521K +$92.8K +1,476 +22%
IF
1134
Insight Folios
North Carolina
$519K +$17.7K +282 +4%
DLHL
1135
Donald L. Hagan LLC
Florida
$519K -$9.24K -147 -2%
OQS
1136
Occudo Quantitative Strategies
Florida
$517K +$517K +8,215 New
MMPW
1137
Mitchell McLeod Pugh & Williams
Alabama
$514K
CW
1138
CreativeOne Wealth
Kansas
$513K -$1.45K -23 -0.3%
IGAM
1139
iA Global Asset Management
Quebec, Canada
$513K +$69.4K +1,103 +16%
VF
1140
Vest Financial
Virginia
$512K +$512K +8,138 New
VCA
1141
Verdence Capital Advisors
Maryland
$509K -$3.58K -57 -0.7%
CHJWM
1142
Carlton Hofferkamp & Jenks Wealth Management
Texas
$508K -$81.3K -1,487 -14%
QWM
1143
Quadcap Wealth Management
Texas
$506K -$66K -1,050 -12%
V
1144
VeraBank
Texas
$504K -$12.3K -196 -2%
FIA
1145
Foundations Investment Advisors
Arizona
$501K -$427K -6,785 -46%
SIG
1146
Stonegate Investment Group
Alabama
$500K +$109K +1,730 +28%
ALAM
1147
Asahi Life Asset Management
Japan
$499K +$35.2K +560 +8%
SRC
1148
Shufro Rose & Co
New York
$497K
IAS
1149
Insigneo Advisory Services
Florida
$495K +$152K +2,417 +44%
BJL
1150
Brighton Jones LLC
Washington
$495K -$120K -1,910 -20%