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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 %
SHF
1776
Safe Harbor Fiduciary
Florida
$5.53K +$5.53K +88 New
FRA
1777
Front Row Advisors
California
$5.34K -$17K -270 -76%
HF
1778
Halpern Financial
Virginia
$5.17K
TFA
1779
Transamerica Financial Advisors
Florida
$5K -$1.06M -14,906 -100%
FCM
1780
Fourpath Capital Management
Oklahoma
$4.72K +$4.72K +75 New
ACM
1781
Anfield Capital Management
California
$4.59K
DWM
1782
Darwin Wealth Management
Florida
$4.16K +$4.16K +66 New
POIA
1783
Pin Oak Investment Advisors
Texas
$4K
AP
1784
Aspect Partners
Virginia
$3.9K
CWM
1785
Cedar Wealth Management
California
$3.46K
KOCAA
1786
Knights of Columbus Asset Advisors
Connecticut
$3.46K +$3.46K +55 New
PPWM
1787
PFG Private Wealth Management
Florida
$3.33K
OSNBOA
1788
Old Second National Bank of Aurora
Illinois
$3.27K
RDIA
1789
RE Dickinson Investment Advisors
Iowa
$3.14K
FPFS
1790
First Personal Financial Services
North Carolina
$3.08K +$252 +4 +9%
PA
1791
Pineridge Advisors
Missouri
$3.06K -$3.56K -57 -54%
RS
1792
Rakuten Securities
Japan
$2.7K +$692 +11 +34%
SWC
1793
Spectrum Wealth Counsel
Indiana
$2.64K +$2.64K +42 New
ACA
1794
American Capital Advisory
Idaho
$2.52K
FC
1795
Fairscale Capital
New Hampshire
$2.45K
BHWM
1796
Beaird Harris Wealth Management
Texas
$2.33K -$9.62K -153 -81%
PS
1797
PayPay Securities
Japan
$2.14K -$1.13K -18 -35%
LJHT
1798
Laurie J. Hall Trustee
$2K -$109K -2,443 -98%
NL
1799
NVWM LLC
Pennsylvania
$1.82K +$314 +5 +21%
GAG
1800
Goodman Advisory Group
Massachusetts
$1.7K +$1.7K +27 New