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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 %
WE
1151
Wealth Effects
Massachusetts
$277K -$41.5K -924 -13%
CFB
1152
Cullen/Frost Bankers
Texas
$277K -$693K -15,434 -71%
MSA
1153
Marino Stram & Associates
Massachusetts
$276K -$12.7K -282 -4%
DRD
1154
Dennis R. Delaney
$276K -$126K -2,797 -31%
MBTD
1155
Mechanics Bank - Trust Department
California
$276K -$48.9K -1,090 -15%
ECM
1156
EagleClaw Capital Management
Massachusetts
$275K +$8.98K +200 +3%
PCA
1157
Peddock Capital Advisors
Massachusetts
$273K -$504K -11,222 -65%
WA
1158
Wealth Alliance
New York
$273K -$274K -6,093 -50%
MA
1159
MKT Advisors
California
$271K -$4.74K -90 -2%
OFS
1160
OneAscent Financial Services
Alabama
$271K +$50.2K +1,117 +23%
SBIA
1161
Sheaff Brock Investment Advisors
Indiana
$270K -$26.9K -600 -9%
SCA
1162
St. Clair Advisors
Ohio
$269K -$339K -7,554 -56%
RIP
1163
Reliant Investment Partners
North Carolina
$269K +$269K +6,000 New
IAS
1164
Insigneo Advisory Services
Florida
$268K -$84.7K -1,886 -24%
FCCM
1165
First City Capital Management
Georgia
$268K -$123K -2,744 -31%
CGA
1166
Crescent Grove Advisors
Illinois
$268K -$22.4K -499 -8%
MIM
1167
Morningstar Investment Management
Illinois
$267K -$97.1K -2,167 -27%
OQS
1168
Occudo Quantitative Strategies
Florida
$266K -$102K -2,283 -28%
RC
1169
Rahlfs Capital
Texas
$266K +$266K +5,930 New
LA
1170
LexAurum Advisors
Kansas
$266K +$3.73K +83 +1%
CCA
1171
Checchi Capital Advisers
California
$266K -$106K -2,365 -29%
MYIA
1172
Mount Yale Investment Advisors
Colorado
$266K -$3.94M -87,663 -94%
PIFP
1173
Partners in Financial Planning
Virginia
$265K -$10.7K -238 -4%
TAM
1174
Tocqueville Asset Management
New York
$265K -$296K -6,591 -53%
LMKC
1175
L.M. Kohn & Company
Ohio
$265K -$194K -4,320 -42%