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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 %
CAM
1751
Creekmur Asset Management
Illinois
$9.68K -$17.5K -278 -64%
NI
1752
NCP Inc
California
$9.67K
DPW
1753
DiNuzzo Private Wealth
Pennsylvania
$9.54K +$3.58K +57 +60%
CAM
1754
Costello Asset Management
Pennsylvania
$9.43K
HCM
1755
Hollencrest Capital Management
California
$9.43K
RAM
1756
Riggs Asset Management
Pennsylvania
$9.06K
MWA
1757
Miller Wealth Advisors
Colorado
$7.96K
PFG
1758
Peterson Financial Group
Iowa
$7.93K +$7.93K +126 New
T
1759
Tidemark
California
$7.86K
LFA
1760
Legend Financial Advisors
Pennsylvania
$7.86K
PPA
1761
Painted Porch Advisors
California
$7.76K +$63 +1 +0.8%
WWP
1762
WR Wealth Planners
Missouri
$7.61K
CWM
1763
CarsonAllaria Wealth Management
Illinois
$7.23K -$4.02K -64 -36%
NIC
1764
Northwest Investment Counselors
Oregon
$7.02K +$7.02K +112 New
MIM
1765
Macroview Investment Management
Maryland
$6.73K
LWANC
1766
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.6K -$23.8K -379 -78%
VWA
1767
Valued Wealth Advisors
Utah
$6.48K -$314 -5 -5%
CSWM
1768
Cassady Schiller Wealth Management
Ohio
$6.29K
BFPW
1769
BOK Financial Private Wealth
Colorado
$6.29K +$6.29K +100 New
CT
1770
Coastline Trust
Rhode Island
$6.29K +$6.29K +100 New
TCM
1771
TruNorth Capital Management
Michigan
$6.29K +$6.29K +100 New
AA
1772
AlphaMark Advisors
Kentucky
$6K
PCM
1773
Penserra Capital Management
California
$6K
PIS
1774
POM Investment Strategies
North Carolina
$5.91K
GWSA
1775
Global Wealth Strategies & Associates
Colorado
$5.91K