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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 %
SPL
1876
Smart Portfolios LLC
Washington
-$257K -4,087 Closed
CSIC
1877
Clifford Swan Investment Counsel
California
-$256K -4,078 Closed
Fiera Capital (Canada)
1878
Fiera Capital (Canada)
Quebec, Canada
-$256K -4,068 Closed
CAG
1879
Csenge Advisory Group
Florida
-$271K -4,067 Closed
SCM
1880
Sterneck Capital Management
Missouri
-$255K -4,054 Closed
CAAS
1881
Capital Asset Advisory Services
Michigan
-$267K -4,054 Closed
AC
1882
AlphaCore Capital
California
-$254K -4,039 Closed
FCB
1883
First County Bank
Connecticut
-$253K -4,027 Closed
SIC
1884
Samalin Investment Counsel
New York
-$252K -4,008 Closed
AC
1885
Apella Capital
Connecticut
-$249K -3,998 Closed
FG
1886
Fiduciary Group
Georgia
-$251K -3,989 Closed
CGPCS
1887
Capital Group Private Client Services
California
-$249K -3,960 Closed
FPWM
1888
FSB Premier Wealth Management
Iowa
-$249K -3,957 Closed
BFIM
1889
Beese Fulmer Investment Management
Ohio
-$248K -3,946 Closed
WIP
1890
WealthCare Investment Partners
Rhode Island
-$257K -3,946 Closed
NLP
1891
Next Level Private
New York
-$247K -3,928 Closed
WP
1892
WealthShield Partners
North Carolina
-$246K -3,905 Closed
MW
1893
Maia Wealth
Colorado
-$219K -3,900 Closed
SAM
1894
Summit Asset Management
Tennessee
-$245K -3,900 Closed
LIA
1895
LBMC Investment Advisors
Tennessee
-$245K -3,899 Closed
SC
1896
Sepio Capital
Utah
-$244K -3,876 Closed
PP
1897
PDS Planning
Ohio
-$243K -3,864 Closed
TWM
1898
Trueblood Wealth Management
Ohio
-$242K -3,855 Closed
SWA
1899
Stratos Wealth Advisors
Ohio
-$240K -3,816 Closed
KA
1900
Klingman & Associates
New York
-$239K -3,798 Closed