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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 %
AIM
1576
Acropolis Investment Management
Missouri
$102K -$27.9K -444 -22%
NC
1577
nVerses Capital
Florida
$101K +$101K +1,600 New
HWA
1578
HHM Wealth Advisors
Tennessee
$101K -$18K -286 -15%
CPA
1579
Capital Performance Advisors
California
$99.4K +$99.4K +1,580 New
SWM
1580
Sugarloaf Wealth Management
Georgia
$96.9K +$817 +13 +0.9%
WWM
1581
Wolff Wiese Magana
California
$95.4K +$5.53K +88 +6%
PCTC
1582
Perkins Coie Trust Company
Washington
$95.4K -$80K -1,273 -46%
FUBT
1583
First United Bank & Trust
Maryland
$92.4K
LFASL
1584
Lugano Financial Advisors SA (LFA)
Switzerland
$92.3K +$9.56K +152 +12%
AF
1585
Arrow Financial
New York
$92.1K
NIMI
1586
Natixis Investment Managers International
France
$91.8K
OC
1587
Oarsman Capital
Wisconsin
$90.1K +$90.1K +1,433 New
GWSG
1588
GPS Wealth Strategies Group
Colorado
$88.3K -$5.09K -81 -5%
AS
1589
AM Squared
Hong Kong
$88K +$88K +1,400 New
BSB
1590
Bangor Savings Bank
Maine
$87.7K -$16.6K -264 -16%
MWM
1591
Mascoma Wealth Management
New Hampshire
$87.4K
IHWM
1592
Iron Horse Wealth Management
Iowa
$85.1K
GJWM
1593
Gilliland Jeter Wealth Management
Arkansas
$84.9K -$2.89K -46 -3%
FFA
1594
Frazier Financial Advisors
Ohio
$84.2K -$17.1K -272 -17%
HNB
1595
Hilltop National Bank
Wyoming
$83.8K
EBA
1596
Eagle Bay Advisors
New York
$83.1K +$2.96K +47 +4%
BBPWM
1597
Blue Bell Private Wealth Management
Pennsylvania
$82.9K -$7.48K -119 -8%
GSEP
1598
Golden State Equity Partners
California
$82.7K +$82.7K +1,315 New
MHR
1599
Matthew Hamilton Rosenberg
$82K +$10.8K +172 +15%
JIP
1600
Jaffetilchin Investment Partners
Florida
$81.6K -$463K -7,359 -85%