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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 %
AFA
1451
AA Financial Advisors
Ohio
$229K
MAM
1452
Marquette Asset Management
Minnesota
$228K +$228K +3,630 New
NP
1453
Nilsine Partners
Colorado
$226K -$85.8K -1,365 -28%
PPP
1454
Private Portfolio Partners
New Jersey
$225K +$225K +3,581 New
RPWA
1455
Regent Peak Wealth Advisors
Georgia
$224K -$7.04K -112 -3%
CGL
1456
Clarius Group LLC
Washington
$223K -$315K -5,128 -59%
JFGIW
1457
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$223K +$130K +2,071 +141%
LFG
1458
Larson Financial Group
Missouri
$223K +$161K +2,555 +259%
GPWA
1459
Great Point Wealth Advisors
Massachusetts
$222K
RWM
1460
Ritholtz Wealth Management
New York
$221K -$175K -2,778 -44%
AIM
1461
Avity Investment Management
Connecticut
$220K +$220K +3,501 New
WCM
1462
WealthBridge Capital Management
Ohio
$220K -$7.92K -126 -3%
BW
1463
Bison Wealth
Georgia
$220K -$50.9K -809 -19%
MW
1464
Maia Wealth
Colorado
$219K -$445K -7,932 -67%
CCFM
1465
Clear Creek Financial Management
Washington
$219K -$15K -239 -6%
MWC
1466
MBM Wealth Consultants
Missouri
$218K +$218K +3,469 New
MG
1467
Mather Group
Illinois
$218K -$511K -8,121 -70%
SEP
1468
Southland Equity Partners
Missouri
$218K +$218K +3,462 New
PAG
1469
Powers Advisory Group
Illinois
$217K -$49.7K -790 -19%
DSC
1470
Duncker Streett & Co
Missouri
$216K -$299K -4,756 -58%
HCA
1471
Heck Capital Advisors
Wisconsin
$214K -$5.66K -90 -3%
GIA
1472
Guyasuta Investment Advisors
Pennsylvania
$214K +$32.4K +515 +18%
HS
1473
Horan Securities
United States
$214K +$214K +3,405 New
AA
1474
Alta Advisers
United Kingdom
$214K
DWM
1475
Defined Wealth Management
Oregon
$213K -$3.08K -49 -1%