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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 %
USB
1326
Union Savings Bank
Connecticut
$308K -$113K -1,802 -27%
MPM
1327
MBB Public Markets
Illinois
$306K -$5.37M -85,437 -95%
EWA
1328
Etesian Wealth Advisors
Oregon
$305K -$72.3K -1,150 -19%
TBNY
1329
Trustco Bank (New York)
New York
$304K -$16K -255 -5%
TPI
1330
Trust Point Inc
Wisconsin
$303K -$116K -1,845 -28%
BMWM
1331
Brown Miller Wealth Management
Virginia
$303K +$943 +15 +0.3%
RIA
1332
Realta Investment Advisors
Delaware
$303K -$150K -2,221 -33%
PM
1333
Penbrook Management
New York
$302K -$176K -2,800 -37%
WTG
1334
West Tower Group
Virginia
$302K +$302K +4,800 New
RB
1335
Rodgers Brothers
Pennsylvania
$301K +$301K +4,781 New
LFS
1336
Leibman Financial Services
Nebraska
$301K -$84.5K -1,344 -22%
VA
1337
Valmark Advisers
Ohio
$300K -$19.5K -310 -6%
CFD
1338
Creative Financial Designs
Indiana
$300K -$7.67K -122 -2%
EFMC
1339
Empire Financial Management Company
New York
$300K -$32.1K -510 -10%
UCB
1340
United Community Bank
South Carolina
$299K -$222K -3,523 -43%
LW
1341
Linscomb Wealth
Texas
$299K -$63K -1,002 -17%
DT
1342
Diversified Trust
Tennessee
$298K -$225K -3,577 -43%
VAM
1343
Verity Asset Management
North Carolina
$296K +$19.9K +316 +7%
MAM
1344
Martingale Asset Management
Massachusetts
$296K -$118K -1,877 -28%
MC
1345
Middleton & Co
Massachusetts
$296K
GWM
1346
Gitterman Wealth Management
New Jersey
$295K +$295K +4,690 New
SL
1347
Sentry LLC
Tennessee
$295K
OIM
1348
Oder Investment Management
California
$293K -$120K -1,901 -29%
FIB
1349
First Interstate Bank
Montana
$293K +$7.61K +121 +3%
VNA
1350
Valley National Advisers
Pennsylvania
$292K -$79.9K -1,275 -21%