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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 %
GBT
1601
Grove Bank & Trust
Florida
$81.2K -$124K -1,977 -60%
CTWM
1602
Cherry Tree Wealth Management
Minnesota
$81.1K
SFA
1603
Semmax Financial Advisors
North Carolina
$81K -$790K -14,627 -91%
TFM
1604
TFC Financial Management
Massachusetts
$80.2K -$3.71K -59 -4%
TCM
1605
TD Capital Management
Tennessee
$79.4K
GJIA
1606
Glass Jacobson Investment Advisors
Maryland
$76.7K +$16.2K +258 +27%
AAG
1607
Armstrong Advisory Group
Massachusetts
$75.2K -$21.6K -343 -22%
CYG
1608
Clean Yield Group
Vermont
$74.8K
SCM
1609
Silvant Capital Management
Georgia
$73.5K
RA
1610
Rise Advisors
New York
$73.4K -$1.38K -22 -2%
KA
1611
Kozak & Associates
Colorado
$71.2K +$780 +12 +1%
BWL
1612
Bogart Wealth LLC
Virginia
$69.7K -$189 -3 -0.3%
HC
1613
Hara Capital
Washington
$67.7K +$67.7K +1,076 New
CAS
1614
Coppell Advisory Solutions
Texas
$67.1K +$28.3K +461 +73%
PP
1615
PFS Partners
New Jersey
$65.9K -$5.53K -88 -8%
MSG
1616
Main Street Group
Virginia
$65.3K -$50.3K -800 -44%
C
1617
Covestor
United Kingdom
$63K +$2.31K +37 +4%
DF
1618
DecisionPoint Financial
Arizona
$62.9K
ACM
1619
ADAR1 Capital Management
Texas
$62.9K +$62.9K +1,000 New
CAL
1620
Capital Advisors Ltd
Ohio
$62K -$1.26K -20 -2%
TWD
1621
True Wealth Design
Ohio
$61.5K -$129K -2,048 -68%
FCAS
1622
First Command Advisory Services
Texas
$60.7K -$10.9K -173 -15%
PGAM
1623
Princeton Global Asset Management
New Jersey
$58.1K -$26.5K -421 -31%
WPA
1624
West Paces Advisors
Georgia
$57K -$28.3K -450 -33%
BP
1625
BNP Paribas
France
$56.6K -$6.29K -100 -10%