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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 %
DT
1826
Diversified Trust
Tennessee
-$298K -4,735 Closed
VAM
1827
Verity Asset Management
North Carolina
-$296K -4,713 Closed
MAM
1828
Martingale Asset Management
Massachusetts
-$296K -4,712 Closed
GWM
1829
Gitterman Wealth Management
New Jersey
-$295K -4,690 Closed
OIM
1830
Oder Investment Management
California
-$293K -4,656 Closed
FIB
1831
First Interstate Bank
Montana
-$293K -4,655 Closed
BHBT
1832
Burke & Herbert Bank & Trust
Virginia
-$291K -4,631 Closed
FWSM
1833
First Wilshire Securities Management
California
-$290K -4,607 Closed
BTWM
1834
Baker Tilly Wealth Management
Wisconsin
-$289K -4,595 Closed
WWM
1835
Western Wealth Management
Colorado
-$289K -4,593 Closed
BFAG
1836
Blackston Financial Advisory Group
Florida
-$289K -4,589 Closed
FHC
1837
First Heartland Consultants
Missouri
-$287K -4,571 Closed
KP
1838
Keel Point
Alabama
-$286K -4,548 Closed
UAML
1839
US Asset Management LLC
Pennsylvania
-$244K -4,492 Closed
RDWM
1840
Red Door Wealth Management
Tennessee
-$281K -4,470 Closed
AWAP
1841
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$281K -4,462 Closed
IIA
1842
ICW Investment Advisors
Arizona
-$280K -4,459 Closed
TFG
1843
Taylor Financial Group
Virginia
-$280K -4,456 Closed
OWA
1844
Opal Wealth Advisors
New York
-$279K -4,442 Closed
TCBWMS
1845
Texas Capital Bank Wealth Management Services
Texas
-$278K -4,414 Closed
CFP
1846
Catalyst Financial Partners
Massachusetts
-$277K -4,402 Closed
GA
1847
Geller Advisors
New York
-$275K -4,381 Closed
SIC
1848
Sigma Investment Counselors
Michigan
-$275K -4,374 Closed
CFS
1849
CRA Financial Services
New Jersey
-$275K -4,368 Closed
IFU
1850
iSAM Funds (UK)
United Kingdom
-$274K -4,357 Closed