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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 %
BTWM
1476
Brass Tax Wealth Management
Ohio
$213K +$213K +3,386 New
BFO
1477
Biltmore Family Office
North Carolina
$212K +$212K +3,378 New
FAFN
1478
First Affirmative Financial Network
Colorado
$212K +$212K +3,374 New
OFG
1479
Oxford Financial Group
Indiana
$212K -$13.1K -209 -6%
PB
1480
Pinnacle Bancorp
Nebraska
$212K -$2.2K -35 -1%
WAG
1481
Winthrop Advisory Group
Massachusetts
$212K +$212K +3,366 New
VCM
1482
Virtue Capital Management
Tennessee
$212K -$139K -2,218 -40%
PP
1483
Patron Partners
Texas
$212K +$212K +3,364 New
WP
1484
Westmount Partners
California
$211K -$20.9K -332 -9%
AHL
1485
Abel Hall LLC
Louisiana
$211K -$10.2K -163 -5%
CFO
1486
CVA Family Office
Colorado
$211K -$37.6K -598 -15%
TW
1487
TritonPoint Wealth
Maryland
$210K -$312K -5,081 -60%
EIA
1488
Edgemoor Investment Advisors
Maryland
$210K -$12.6K -200 -6%
SOW
1489
State of Wyoming
Wyoming
$210K -$164K -2,614 -44%
LFA
1490
Laraway Financial Advisors
Minnesota
$210K +$41.5K +660 +25%
RMF
1491
Red Mountain Financial
Colorado
$209K -$57.8K -919 -22%
SPI
1492
Sutton Place Investors
New York
$209K +$209K +3,329 New
SRL
1493
Scientech Research LLC
New Jersey
$209K +$209K +3,327 New
CLA
1494
Carnegie Lake Advisors
New Jersey
$209K +$209K +3,325 New
WKWM
1495
Walter & Keenan Wealth Management
Indiana
$209K +$209K +3,322 New
OL
1496
OneFund LLC
Florida
$208K +$208K +3,306 New
AMIM
1497
Aull & Monroe Investment Management
Alabama
$207K -$34.5K -549 -14%
AP
1498
Appleton Partners
Massachusetts
$207K -$55K -875 -21%
UAG
1499
United Advisor Group
Ohio
$206K +$206K +3,282 New
AA
1500
Advisory Alpha
Michigan
$206K -$29.7K -472 -13%