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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 %
WPP
1251
Whalerock Point Partners
Rhode Island
$218K -$8.98K -200 -4%
LG
1252
LaFleur & Godfrey
Michigan
$217K +$72.3K +1,610 +50%
TBNY
1253
Trustco Bank (New York)
New York
$217K
JWM
1254
Jeppson Wealth Management
California
$217K -$77.9K -1,735 -26%
PMWMG
1255
Parr McKnight Wealth Management Group
Minnesota
$217K +$217K +4,824 New
PM
1256
Penbrook Management
New York
$215K
AB
1257
Atlas Brown
Kentucky
$213K -$22.1K -492 -9%
UCB
1258
United Community Bank
South Carolina
$213K -$449 -10 -0.2%
MC
1259
Middleton & Co
Massachusetts
$211K
FAN
1260
Financial Advisors Network
California
$210K +$210K +4,687 New
SL
1261
Sentry LLC
Tennessee
$210K
KCM
1262
Kendall Capital Management
Maryland
$210K -$232K -5,163 -52%
PWA
1263
Provenance Wealth Advisors
Florida
$210K -$585K -13,033 -74%
VHAM
1264
Van Hulzen Asset Management
California
$208K -$49.1K -1,094 -19%
CF
1265
Copperwynd Financial
Arizona
$208K -$218K -4,856 -51%
FPCG
1266
Forum Private Client Group
Indiana
$208K +$1.08K +24 +0.5%
CB
1267
Cadence Bank
Mississippi
$207K -$42.8K -954 -17%
PCM
1268
Polymer Capital Management
New York
$207K +$207K +4,608 New
CWM
1269
Cadence Wealth Management
Massachusetts
$206K
GLA
1270
Good Life Advisors
Pennsylvania
$206K -$22.8K -507 -10%
CIA
1271
Cladis Investment Advisory
Montana
$206K -$425K -9,477 -67%
PHS
1272
Pekin Hardy Strauss
Illinois
$205K -$277K -6,175 -57%
TCM
1273
TT Capital Management
California
$205K +$205K +4,022 New
KFP
1274
Keystone Financial Planning
Ohio
$203K
SIG
1275
Sargent Investment Group
Maryland
$203K -$6.7K -130 -3%