CVS icon

CVS Health

1,644 hedge funds and large institutions have $47.2B invested in CVS Health in 2024 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 363 increasing their positions, 924 reducing their positions, and 366 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,644
Holders Change
-177
Holders Change %
-9.72%
% of All Funds
21.88%
Holding in Top 10
13
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-51.85%
% of All Funds
0.17%
New
225
Increased
363
Reduced
924
Closed
366
Calls
$1.7B
Puts
$1.38B
Net Calls
+$322M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SCI
1751
Silver Coast Investments
United States
-$563K -8,950 Closed
CC
1752
Copperleaf Capital
North Carolina
-$560K -8,905 Closed
HFS
1753
Heritage Financial Services
Massachusetts
-$554K -8,814 Closed
TNBTD
1754
Trustmark National Bank Trust Department
Mississippi
-$549K -8,737 Closed
LIA
1755
LS Investment Advisors
Michigan
-$548K -8,716 Closed
EWS
1756
Eagle Wealth Strategies
New Jersey
-$543K -8,635 Closed
STA
1757
Summit Trail Advisors
New York
-$539K -8,579 Closed
WS
1758
Wela Strategies
Georgia
-$539K -8,567 Closed
HWAM
1759
Hennion & Walsh Asset Management
New Jersey
-$535K -8,515 Closed
PWM
1760
Prentice Wealth Management
New York
-$531K -8,451 Closed
BL
1761
Balentine LLC
Georgia
-$529K -8,412 Closed
DLHL
1762
Donald L. Hagan LLC
Florida
-$519K -8,246 Closed
IGAM
1763
iA Global Asset Management
Quebec, Canada
-$513K -8,156 Closed
BWP
1764
Baldwin Wealth Partners
Massachusetts
-$482K -7,671 Closed
IFWM
1765
Institute for Wealth Management
Colorado
-$469K -7,458 Closed
DFCM
1766
Dark Forest Capital Management
Puerto Rico
-$466K -7,416 Closed
EWM
1767
Elmwood Wealth Management
California
-$456K -7,255 Closed
BHWM
1768
Bar Harbor Wealth Management
New Hampshire
-$445K -7,080 Closed
DP
1769
Dearborn Partners
Illinois
-$441K -7,013 Closed
LI
1770
LMCG Investments
Massachusetts
-$425K -6,762 Closed
BBA
1771
BLB&B Advisors
Pennsylvania
-$422K -6,711 Closed
JWCA
1772
J.W. Cole Advisors
Florida
-$419K -6,671 Closed
CCG
1773
Cypress Capital Group
Florida
-$418K -6,654 Closed
FPAS
1774
Focus Partners Advisor Solutions
Missouri
-$412K -6,555 Closed
RBFC
1775
Roman Butler Fullerton & Co
Missouri
-$425K -6,535 Closed