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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 %
AWG
1201
Altus Wealth Group
Colorado
$247K +$12.9K +287 +6%
RT
1202
Rockland Trust
Massachusetts
$247K -$40.6K -904 -14%
MF
1203
Meridian Financial
Massachusetts
$245K -$57.2K -1,274 -19%
FAM
1204
Formidable Asset Management
Ohio
$245K -$71.1K -1,584 -23%
JFA
1205
JNBA Financial Advisors
Minnesota
$244K -$9.7K -216 -4%
HI
1206
Harbour Investments
Wisconsin
$243K +$1.75K +39 +0.7%
AGP
1207
Aspire Growth Partners
Florida
$242K +$242K +5,396 New
IIC
1208
Integrated Investment Consultants
Michigan
$241K -$482K -10,734 -67%
SB
1209
Simmons Bank
Arkansas
$241K -$167K -3,728 -41%
NHT
1210
New Hampshire Trust
New Hampshire
$239K -$67.1K -1,495 -22%
CCA
1211
Corps Capital Advisors
Texas
$239K +$239K +5,329 New
BP
1212
Ballentine Partners
Massachusetts
$239K +$35.6K +793 +18%
SIMG
1213
Sonora Investment Management Group
Arizona
$237K -$1.94M -43,179 -89%
DCM
1214
Donaldson Capital Management
Indiana
$237K -$148K -3,292 -38%
CIC
1215
Carnegie Investment Counsel
Ohio
$237K -$68.8K -1,533 -22%
APG
1216
Abacus Planning Group
South Carolina
$237K -$11.9K -264 -5%
GAG
1217
GM Advisory Group
New York
$236K -$89.1K -1,984 -27%
PGF
1218
Plan Group Financial
Oklahoma
$235K -$211K -4,697 -47%
EFMC
1219
Empire Financial Management Company
New York
$235K +$21.3K +475 +10%
MIM
1220
Marshall Investment Management
Colorado
$233K +$233K +3,705 New
GL
1221
Graypoint LLC
New York
$233K +$30.7K +683 +15%
ST
1222
Smithfield Trust
Pennsylvania
$232K -$9.57K -214 -4%
GVAG
1223
Great Valley Advisor Group
Delaware
$232K -$87.8K -1,960 -27%
DA
1224
Doliver Advisors
Texas
$230K -$64.4K -1,434 -22%
AWAU
1225
Alliance Wealth Advisors (Utah)
Utah
$230K +$1.12K +25 +0.5%