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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 %
AA
1151
Addison Advisors
Vermont
$491K +$321K +5,100 +188%
TSMHT
1152
Thurston Springer Miller Herd & Titak
Indiana
$491K +$120K +1,914 +32%
GWA
1153
GGM Wealth Advisors
Maryland
$487K -$440 -7 -0.1%
WA
1154
WBH Advisory
Maryland
$486K -$50.9K -810 -9%
GEA
1155
Glen Eagle Advisors
New Jersey
$484K -$94.8K -1,507 -16%
MCCP
1156
Mission Creek Capital Partners
California
$482K -$92.6K -1,472 -16%
BWP
1157
Baldwin Wealth Partners
Massachusetts
$482K -$55.4K -881 -10%
BDFN
1158
Bond & Devick Financial Network
Minnesota
$482K -$39.7K -632 -8%
AAS
1159
Ameritas Advisory Services
Nebraska
$481K -$127K -2,027 -21%
SCA
1160
Stonebridge Capital Advisors
Minnesota
$481K -$30.2K -480 -6%
FMTCOCP
1161
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$480K -$48.8K -777 -9%
P
1162
Pitcairn
Pennsylvania
$478K -$727K -11,556 -60%
NS
1163
NBC Securities
Alabama
$473K -$258K -4,117 -35%
IFWM
1164
Institute for Wealth Management
Colorado
$469K -$23K -366 -5%
MW
1165
Marcum Wealth
Ohio
$468K -$30.9K -491 -6%
DFCM
1166
Dark Forest Capital Management
Puerto Rico
$466K +$17K +271 +4%
Boston Partners
1167
Boston Partners
Massachusetts
$465K -$3.58K -57 -0.8%
LIM
1168
Longfellow Investment Management
Massachusetts
$464K +$462K +7,341 +18,353%
SC
1169
Syon Capital
California
$458K +$52.4K +834 +13%
EWM
1170
Elmwood Wealth Management
California
$456K -$321K -5,108 -41%
GAG
1171
GM Advisory Group
New York
$456K -$241K -3,834 -35%
MBTD
1172
Mechanics Bank - Trust Department
California
$455K -$162K -2,575 -26%
FRA
1173
Frank Rimerman Advisors
California
$454K -$133K -2,108 -23%
KCFA
1174
Key Client Fiduciary Advisors
New Jersey
$452K +$50K +795 +12%
HTHT
1175
Hemenway Trust Hemenway Trust
New Hampshire
$451K -$1.16M -18,512 -72%