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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 %
FPWM
1426
FSB Premier Wealth Management
Iowa
$249K +$25.2K +401 +11%
NCM
1427
NCM Capital Management
New Jersey
$248K -$8.36K -133 -3%
BFIM
1428
Beese Fulmer Investment Management
Ohio
$248K -$55.3K -880 -18%
OC
1429
Oakworth Capital
Alabama
$248K -$45.1K -718 -15%
NLP
1430
Next Level Private
New York
$247K
WP
1431
WealthShield Partners
North Carolina
$246K +$6.92K +110 +3%
SAM
1432
Summit Asset Management
Tennessee
$245K
LIA
1433
LBMC Investment Advisors
Tennessee
$245K
UAML
1434
US Asset Management LLC
Pennsylvania
$244K -$1.52K -28 -0.6%
SC
1435
Sepio Capital
Utah
$244K -$1.01K -16 -0.4%
PP
1436
PDS Planning
Ohio
$243K +$243K +3,864 New
TWM
1437
Trueblood Wealth Management
Ohio
$242K +$63 +1 +0%
SWA
1438
Stratos Wealth Advisors
Ohio
$240K -$193K -3,062 -45%
KA
1439
Klingman & Associates
New York
$239K -$76.3K -1,214 -24%
AI
1440
AXS Investments
New York
$238K +$3.9K +62 +2%
MM
1441
MQS Management
New York
$237K +$237K +3,763 New
HB
1442
HTLF Bank
Colorado
$235K -$25.6K -407 -10%
ICMM
1443
Integrated Capital Management (Michigan)
Michigan
$234K +$234K +3,723 New
GITFIT
1444
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$233K
IDBONY
1445
Israel Discount Bank of New York
New York
$232K +$10.9K +174 +5%
ABLA
1446
Alan B. Lancz & Associates
Ohio
$232K
NA
1447
Navellier & Associates
Nevada
$231K
WF
1448
WoodTrust Financial
Wisconsin
$231K +$231K +3,667 New
NL
1449
NWAM LLC
Washington
$230K +$230K +3,655 New
CA
1450
CoreCap Advisors
Michigan
$229K +$229K +3,649 New