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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 %
MAA
1176
Matrix Asset Advisors
New York
$450K -$717K -11,400 -61%
IWA
1177
Icon Wealth Advisors
Texas
$450K -$377 -6 -0.1%
TFIPS
1178
Towarzystwo Funduszy Inwestycyjnych PZU SA
$450K
GVAG
1179
Great Valley Advisor Group
Delaware
$449K -$226K -3,597 -34%
WE
1180
Wealth Effects
Massachusetts
$446K -$22.4K -356 -5%
BHWM
1181
Bar Harbor Wealth Management
New Hampshire
$445K -$10.1K -160 -2%
LSA
1182
Lion Street Advisors
Texas
$445K -$10.4K -165 -2%
MCC
1183
Money Concepts Capital
Florida
$443K +$9.24K +147 +2%
FAM
1184
Formidable Asset Management
Ohio
$443K -$125K -1,984 -22%
SCM
1185
Sterling Capital Management
North Carolina
$442K +$442K +7,029 New
WAG
1186
Wallace Advisory Group
California
$442K -$15.6K -264 -3%
DP
1187
Dearborn Partners
Illinois
$441K -$394K -6,273 -47%
WFAG
1188
Wescott Financial Advisory Group
Pennsylvania
$441K +$65.1K +1,035 +17%
WPW
1189
Waldron Private Wealth
Pennsylvania
$440K +$39.1K +622 +10%
NFG
1190
Nations Financial Group
Iowa
$439K -$53.3K -847 -11%
WGC
1191
Watts Gwilliam & Co
Arizona
$438K +$438K +6,652 New
LA
1192
Legacy Advisors
Pennsylvania
$435K +$96.1K +1,528 +28%
BSA
1193
Bull Street Advisors
Georgia
$432K -$3.77K -60 -0.9%
FCH
1194
Freestone Capital Holdings
Washington
$432K +$9.18K +146 +2%
FNFDCM
1195
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$432K -$6.16K -98 -1%
TF
1196
Tompkins Financial
New York
$430K +$62.9K +1,000 +17%
NHT
1197
New Hampshire Trust
New Hampshire
$429K -$6.35K -101 -1%
CIC
1198
Carnegie Investment Counsel
Ohio
$429K -$26.5K -422 -6%
LI
1199
LMCG Investments
Massachusetts
$425K -$5.35K -85 -1%
RBFC
1200
Roman Butler Fullerton & Co
Missouri
$425K -$20K -307 -4%