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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 %
TCM
1801
Tradewinds Capital Management
Washington
$1.45K
VF
1802
VitalStone Financial
Texas
$1.45K -$342K -5,446 -100%
CA
1803
Claris Advisors
Missouri
$1.45K +$1.45K +23 New
W
1804
WealthCollab
Washington
$1.38K +$1.38K +22 New
TAM
1805
Tucker Asset Management
Colorado
$1.2K
CAM
1806
ClariVest Asset Management
California
$1.18K
PS
1807
Planned Solutions
California
$1.07K +$1.07K +17 New
JSAM
1808
J. Safra Asset Management
New York
$921 +$921 +15 New
WA
1809
WestEnd Advisors
North Carolina
$880 -$126 -2 -13%
TPW
1810
Talon Private Wealth
Florida
$880 +$880 +14 New
CJ
1811
Caitlin John
Michigan
$814 -$16.1K -296 -95%
CAM
1812
Clarity Asset Management
Iowa
$744
GWM
1813
Guardian Wealth Management
Illinois
$692
DI
1814
DAGCO Inc
Ohio
$566
CFG
1815
Copley Financial Group
California
$461 +$461 +7 New
FG
1816
Fairman Group
Pennsylvania
$314
MFG
1817
Mendota Financial Group
Wisconsin
$189 -$18.6K -296 -99%
KIG
1818
Kessler Investment Group
Indiana
$126
CMP
1819
Coston McIsaac & Partners
Maine
$73 +$6 +93 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1820
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$63
AFS
1821
Annapolis Financial Services
Maryland
$40 -$440 -11 -92%
DWM
1822
Dogwood Wealth Management
Kansas
$11 -$10
RDFA
1823
Ritter Daniher Financial Advisory
Ohio
$5 -$5
Norges Bank
1824
Norges Bank
Norway
-$880M -14,901,126 Closed
Holocene Advisors
1825
Holocene Advisors
New York
-$162M -2,738,805 Closed