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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 %
BGAI
1351
Bruce G. Allen Investments
Colorado
$76.9K +$1.48K +33 +2%
PCWA
1352
Pacific Capital Wealth Advisors
California
$76.9K
TC
1353
Trust Company
Kansas
$76.4K -$312K -6,959 -80%
SWA
1354
SOA Wealth Advisors
New York
$76.2K +$449 +10 +0.6%
SFM
1355
Systematic Financial Management
New Jersey
$75.8K
LB
1356
Legacy Bridge
Iowa
$75.2K
GFA
1357
Gifford Fong Associates
California
$75K
CB
1358
Centennial Bank
Arkansas
$74.8K -$13.5K -300 -15%
OPTFSNA
1359
Old Point Trust & Financial Services N A
Virginia
$74.8K -$11.2K -250 -13%
SIS
1360
Strategic Investment Solutions
Illinois
$73.8K +$32.1K +446 +77%
PFSC
1361
Peoples Financial Services Corp
Pennsylvania
$73.7K -$10.1K -226 -12%
PWMG
1362
Prestige Wealth Management Group
New Jersey
$73.7K -$1.62K -36 -2%
ADL
1363
Asset Dedication LLC
California
$72.7K -$25.1K -560 -26%
BP
1364
BNP Paribas
France
$71.8K +$31.4K +700 +78%
SL
1365
Salomon & Ludwin
Virginia
$70.1K -$14.7K -327 -17%
SFCL
1366
Strengthening Families & Communities LLC
Massachusetts
$70K -$1.15M -25,660 -94%
Qube Research & Technologies (QRT)
1367
Qube Research & Technologies (QRT)
United Kingdom
$68.1K +$68.1K +1,518 New
PPC
1368
Park Place Capital
Alabama
$67.5K -$20.2K -449 -23%
LFASL
1369
Lugano Financial Advisors SA (LFA)
Switzerland
$65.9K
SWM
1370
Sugarloaf Wealth Management
Georgia
$65.8K -$3.37K -75 -5%
NIMI
1371
Natixis Investment Managers International
France
$65.5K
CFD
1372
Creative Financial Designs
Indiana
$65.2K -$149K -3,317 -70%
OIAM
1373
OFI Invest Asset Management
France
$65.1K +$65.1K +1,501 New
CFFP
1374
Center for Financial Planning
Michigan
$64.7K -$11.7K -261 -15%
MMCM
1375
Murphy & Mullick Capital Management
New York
$62.7K +$62.7K +1,396 New