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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 %
HAS
1226
HBW Advisory Services
California
$395K -$127K -2,012 -24%
SOS
1227
Silver Oak Securities
Tennessee
$392K +$155K +2,530 +66%
AC
1228
Arjuna Capital
North Carolina
$390K -$3.41M -54,208 -90%
OP
1229
Oldfield Partners
United Kingdom
$390K
RFO
1230
RiverGlades Family Offices
Florida
$390K
DFS
1231
Dixon Fnancial Services
California
$390K -$63 -1 -0%
BC
1232
Barrett & Company
Rhode Island
$388K -$19.6K -312 -5%
CF
1233
Centaurus Financial
California
$387K -$33.6K -534 -8%
BFM
1234
Boston Financial Management
Massachusetts
$386K -$40.3K -641 -9%
PIFP
1235
Partners in Financial Planning
Virginia
$386K -$7.11K -113 -2%
KIC
1236
Keating Investment Counselors
Florida
$386K -$2.25M -35,823 -85%
AWM
1237
Allen Wealth Management
North Carolina
$384K -$200K -3,181 -34%
ST
1238
Sabal Trust
Florida
$383K +$383K +6,087 New
WP
1239
WMS Partners
Maryland
$383K -$67K -1,065 -15%
CPSAC
1240
Chas P. Smith & Associates (CPS)
Florida
$383K -$15.9K -253 -4%
RMCM
1241
Reynders McVeigh Capital Management
Massachusetts
$381K -$1.03M -16,408 -73%
LWL
1242
Leo Wealth LLC
Texas
$380K -$3.08K -49 -0.8%
BAM
1243
Blueshift Asset Management
New Jersey
$380K -$1.38M -21,871 -78%
LCS
1244
Levin Capital Strategies
New York
$377K +$377K +6,000 New
BCM
1245
BTC Capital Management
Iowa
$374K -$72K -1,145 -16%
ECM
1246
EagleClaw Capital Management
Massachusetts
$373K -$211K -3,350 -36%
VI
1247
Versor Investments
New York
$371K +$371K +5,900 New
VIM
1248
Vista Investment Management
Pennsylvania
$371K -$38.4K -611 -9%
EW
1249
Element Wealth
Mississippi
$370K -$85.6K -1,361 -19%
S
1250
Sachetta
Massachusetts
$369K +$55.4K +881 +18%