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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 %
CIAS
1726
CBIZ Investment Advisory Services
Ohio
$16.7K +$568 +9 +4%
LWA
1727
Lowe Wealth Advisors
Maryland
$16.4K -$2.27K -36 -12%
FFL
1728
Financial Freedom LLC
Ohio
$16.1K +$188 +3 +1%
FPB
1729
First PREMIER Bank
South Dakota
$16K -$469K -7,333 -97%
PCFFS
1730
Pacific Center for Financial Services
California
$15.7K
AWM
1731
Atticus Wealth Management
Florida
$15.7K
FGA
1732
Fortis Group Advisors
New Jersey
$15.7K
SC
1733
Swan Capital
Florida
$15.2K
IWP
1734
IAG Wealth Partners
Wisconsin
$14.6K +$126 +2 +0.9%
FPF
1735
First Pacific Financial
Washington
$14K
RTL
1736
Red Tortoise LLC
Georgia
$13.9K +$188 +3 +1%
NMM
1737
Naples Money Management
Florida
$13.9K -$1.32K -21 -9%
MWA
1738
MFA Wealth Advisors
Pennsylvania
$13.5K -$36.3K -577 -73%
BAM
1739
Bellevue Asset Management
Washington
$13.4K +$63 +1 +0.5%
MCM
1740
MV Capital Management
Maryland
$13.2K -$24.5K -389 -65%
EFP
1741
EnRich Financial Partners
Wisconsin
$13K
WFA
1742
West Financial Advisors
Iowa
$12.8K
APW
1743
Atlantic Private Wealth
North Carolina
$12.6K +$12.6K +200 New
LI
1744
Louisbourg Investments
New Brunswick, Canada
$12.3K
FAM
1745
Flaharty Asset Management
Florida
$12.3K +$12.3K +195 New
FMP
1746
Financial Management Professionals
Texas
$12K +$3.81K +59 +46%
JFG
1747
JDM Financial Group
Texas
$11.8K +$6.1K +97 +108%
RI
1748
Ridgewood Investments
New Jersey
$11.1K -$383K -6,083 -97%
DFA
1749
DHJJ Financial Advisors
Illinois
$10.8K
AW
1750
Avion Wealth
Texas
$10K +$1.24K +21 +14%