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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 %
BHBT
1351
Burke & Herbert Bank & Trust
Virginia
$291K -$3.46K -55 -1%
FWSM
1352
First Wilshire Securities Management
California
$290K
FPCG
1353
Forum Private Client Group
Indiana
$289K +$11.8K +188 +4%
CWM
1354
Cadence Wealth Management
Massachusetts
$289K
BTWM
1355
Baker Tilly Wealth Management
Wisconsin
$289K -$239K -3,808 -45%
WWM
1356
Western Wealth Management
Colorado
$289K -$101K -1,614 -26%
BFAG
1357
Blackston Financial Advisory Group
Florida
$289K -$22K -350 -7%
FHC
1358
First Heartland Consultants
Missouri
$287K -$5.53K -88 -2%
KP
1359
Keel Point
Alabama
$286K -$3.51M -55,829 -92%
ECU
1360
Eisler Capital (US)
New York
$285K -$1.42M -22,632 -83%
BP
1361
Ballentine Partners
Massachusetts
$284K -$499K -7,938 -64%
KFP
1362
Keystone Financial Planning
Ohio
$284K
GL
1363
Graypoint LLC
New York
$283K -$20.4K -324 -7%
EL
1364
Essex LLC
Illinois
$283K -$55.6K -884 -16%
BAM
1365
Berkshire Asset Management
Pennsylvania
$281K
RDWM
1366
Red Door Wealth Management
Tennessee
$281K +$63 +1 +0%
AWAP
1367
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$281K -$1.28M -20,284 -82%
IIA
1368
ICW Investment Advisors
Arizona
$280K +$629 +10 +0.2%
TFG
1369
Taylor Financial Group
Virginia
$280K -$16K -255 -5%
OWA
1370
Opal Wealth Advisors
New York
$279K -$48.4K -769 -15%
TCBWMS
1371
Texas Capital Bank Wealth Management Services
Texas
$278K +$278K +4,414 New
CFP
1372
Catalyst Financial Partners
Massachusetts
$277K +$21.7K +345 +9%
GA
1373
Geller Advisors
New York
$275K -$97.7K -1,554 -26%
SIC
1374
Sigma Investment Counselors
Michigan
$275K -$1.69M -26,921 -86%
CFS
1375
CRA Financial Services
New Jersey
$275K -$48.7K -775 -15%