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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 %
IFU
1376
iSAM Funds (UK)
United Kingdom
$274K +$274K +4,357 New
SWM
1377
Sterling Wealth Management
Illinois
$274K
ML
1378
McAdam LLC
Pennsylvania
$274K +$274K +4,354 New
OTPPB
1379
Ontario Teachers' Pension Plan Board
Ontario, Canada
$274K -$274K -4,352 -50%
EA
1380
Everpar Advisors
Oklahoma
$273K -$51.4K -818 -16%
APWM
1381
Argonautica Private Wealth Management
Massachusetts
$272K +$2.64K +42 +1%
CAG
1382
Csenge Advisory Group
Florida
$271K -$15.1K -226 -5%
LIA
1383
Luken Investment Analytics
Tennessee
$269K
BFWA
1384
Benchmark Financial Wealth Advisors
Florida
$268K +$30K +477 +13%
MFG
1385
MidWestOne Financial Group
Iowa
$268K -$88.5K -1,408 -25%
MCM
1386
Manchester Capital Management
Vermont
$267K -$24.3K -386 -8%
CAAS
1387
Capital Asset Advisory Services
Michigan
$267K -$91.8K -1,393 -26%
S
1388
Sunpointe
Missouri
$267K +$32.9K +524 +14%
WAS
1389
Wealth Advisory Solutions
Indiana
$266K +$266K +4,235 New
MSS
1390
Mitchell Sinkler & Starr
Pennsylvania
$266K +$9.68K +154 +4%
SA
1391
Strategic Advisors
New York
$266K -$1.42M -22,533 -84%
ZB
1392
Zions Bancorporation
Utah
$265K +$8.68K +138 +3%
GFP
1393
Gryphon Financial Partners
Ohio
$264K +$9.12K +145 +4%
SFA
1394
Souders Financial Advisors
Ohio
$264K -$23.1K -368 -8%
NJIM
1395
Nabity-Jensen Investment Management
Nebraska
$263K -$25.5K -406 -9%
JWA
1396
JFS Wealth Advisors
Pennsylvania
$262K -$15.6K -248 -6%
CWM
1397
Connecticut Wealth Management
Connecticut
$262K -$24.9K -396 -9%
RCG
1398
Regatta Capital Group
California
$261K -$130K -2,060 -33%
SQA
1399
Simon Quick Advisors
New Jersey
$261K +$261K +4,154 New
HTIM
1400
Harbour Trust & Investment Management
Indiana
$261K -$124K -1,971 -32%