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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 %
IP
1201
Intellectus Partners
California
$425K
QCG
1202
Quadrant Capital Group
Ohio
$424K -$48K -764 -10%
MF
1203
Meridian Financial
Massachusetts
$423K +$15.9K +253 +4%
BBA
1204
BLB&B Advisors
Pennsylvania
$422K -$1.68M -26,713 -80%
SWP
1205
Strategic Wealth Partners
Ohio
$421K -$94.1K -1,497 -18%
JWCA
1206
J.W. Cole Advisors
Florida
$419K -$23.3K -370 -5%
WF
1207
Williams Financial
Vermont
$419K -$2.83K -45 -0.7%
CCG
1208
Cypress Capital Group
Florida
$418K +$20.1K +320 +5%
AIM
1209
Athena Investment Management
California
$416K
SBIA
1210
Sheaff Brock Investment Advisors
Indiana
$415K -$36.8K -586 -8%
HWP
1211
Highline Wealth Partners
California
$414K -$36.3K -578 -8%
FCP
1212
Fidelis Capital Partners
Florida
$414K -$635K -11,181 -61%
JWM
1213
Jeppson Wealth Management
California
$413K -$10.4K -165 -2%
DA
1214
Doliver Advisors
Texas
$412K -$275K -4,375 -40%
FPAS
1215
Focus Partners Advisor Solutions
Missouri
$412K +$24.9K +396 +6%
RL
1216
Rogco LP
Oklahoma
$411K -$11.4K -181 -3%
BWA
1217
Blodgett Wealth Advisors
California
$410K -$34.6K -550 -8%
DBIA
1218
Dumont & Blake Investment Advisors
New Jersey
$410K -$427K -6,783 -51%
LC
1219
Lindbrook Capital
California
$410K +$33.1K +527 +9%
MAM
1220
Morse Asset Management
Connecticut
$409K +$409K +6,500 New
CGA
1221
Crescent Grove Advisors
Illinois
$406K +$25.2K +401 +7%
MSA
1222
Marino Stram & Associates
Massachusetts
$404K
RT
1223
Rockland Trust
Massachusetts
$402K -$38.7K -616 -9%
WFAG
1224
Worth Financial Advisory Group
North Carolina
$397K -$340K -5,410 -46%
CAM
1225
Cozad Asset Management
Illinois
$396K -$236K -3,750 -37%