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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 %
PFA
1401
Petra Financial Advisors
Colorado
$261K -$14.8K -236 -5%
FA
1402
Fiducient Advisors
Illinois
$261K +$261K +4,144 New
LSC
1403
Lesa Sroufe & Co
Washington
$259K -$377 -6 -0.1%
SIG
1404
Sky Investment Group
Connecticut
$259K -$286K -4,556 -53%
OAS
1405
Optivise Advisory Services
Tennessee
$259K +$17.7K +282 +7%
HPM
1406
Hoxton Planning & Management
West Virginia
$258K +$8.93K +142 +4%
WIP
1407
WealthCare Investment Partners
Rhode Island
$257K -$108K -1,648 -29%
BA
1408
Ballast Advisors
Minnesota
$257K -$11.1K -176 -4%
SPL
1409
Smart Portfolios LLC
Washington
$257K -$36.8K -585 -13%
CSIC
1410
Clifford Swan Investment Counsel
California
$256K +$17.3K +275 +7%
NCTC
1411
New Covenant Trust Company
Indiana
$256K +$34.3K +558 +15%
Fiera Capital (Canada)
1412
Fiera Capital (Canada)
Quebec, Canada
$256K +$63 +1 +0%
SIG
1413
Sargent Investment Group
Maryland
$256K -$14.8K -236 -5%
SCM
1414
Sterneck Capital Management
Missouri
$255K
AC
1415
AlphaCore Capital
California
$254K -$72.8K -1,158 -22%
SDAM
1416
Shulman DeMeo Asset Management
New York
$253K +$253K +2,787 New
FCB
1417
First County Bank
Connecticut
$253K -$34.3K -545 -12%
EAM
1418
Empirical Asset Management
Massachusetts
$253K -$229K -3,637 -47%
SIC
1419
Samalin Investment Counsel
New York
$252K -$73.2K -1,164 -23%
FG
1420
Fiduciary Group
Georgia
$251K -$129K -2,051 -34%
LA
1421
LVW Advisors
New York
$250K -$252 -4 -0.1%
CB
1422
CNB Bank
Pennsylvania
$250K +$132K +2,102 +113%
OIA
1423
Optimum Investment Advisors
Illinois
$249K -$3.02K -48 -1%
CGPCS
1424
Capital Group Private Client Services
California
$249K -$509K -8,095 -67%
AC
1425
Apella Capital
Connecticut
$249K +$249K +3,998 New