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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 %
PFG
1901
PAX Financial Group
Texas
-$570K -9,650 Closed
MJP
1902
Michael J. Puzo
-$569K -9,635 Closed
PCP
1903
Pacific Capital Partners
-$559K -9,471 Closed
VF
1904
Virtu Financial
New York
-$548K -9,280 Closed
PMA
1905
Prudent Man Advisors
Illinois
-$530K -8,982 Closed
WCM
1906
Weaver Capital Management
Georgia
-$513K -8,689 Closed
BFC
1907
Blue Fin Capital
Rhode Island
-$513K -8,684 Closed
SAM
1908
Strategy Asset Managers
California
-$597K -8,640 Closed
DW30
1909
Drucker Wealth 3.0
New Jersey
-$502K -8,506 Closed
MC
1910
Matisse Capital
Oregon
-$496K -8,391 Closed
LSPW
1911
Lake Street Private Wealth
Illinois
-$467K -7,908 Closed
OWA
1912
Outlook Wealth Advisors
Texas
-$466K -7,884 Closed
SP
1913
Symmetry Partners
Connecticut
-$460K -7,795 Closed
WAL
1914
W Advisors LLC
Tennessee
-$450K -7,622 Closed
CG
1915
Clifford Group
Massachusetts
-$445K -7,527 Closed
CRWM
1916
Castle Rock Wealth Management
California
-$419K -7,212 Closed
CAS
1917
CTC Alternative Strategies
Illinois
-$420K -7,109 Closed
MWM
1918
Modern Wealth Management
Kansas
-$408K -6,915 Closed
SWK
1919
Stephen W. Kidder
-$382K -6,465 Closed
GCIM
1920
Gunn & Company Investment Management
Florida
-$374K -6,337 Closed
TCPW
1921
Twin City Private Wealth
North Carolina
-$373K -6,312 Closed
SJL
1922
Shayne & Jacobs LLC
Tennessee
-$362K -6,122 Closed
BMCM
1923
Burns Matteson Capital Management
New York
-$358K -6,067 Closed
SFP
1924
Shepherd Financial Partners
Massachusetts
-$352K -5,966 Closed
DBRC
1925
D.B. Root & Company
Pennsylvania
-$349K -5,910 Closed