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CVS Health
CVS

Overview Fund Activity

1,891 hedge funds and large institutions have $60.5B invested in CVS Health in 2024 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 562 increasing their positions, 1,035 reducing their positions, and 365 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,891
Holders Change
-264
Holders Change %
-12.25%
% of All Funds
27.5%
Holding in Top 10
27
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-34.15%
% of All Funds
0.39%
New
132
Increased
562
Reduced
1,035
Closed
365
Calls
$1.63B
Puts
$1.26B
Net Calls
+$367M
Net Calls Change
+$332M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.32B
2
Dodge & Cox
Dodge & Cox
California
+$1.22B
3
BlackRock
BlackRock
New York
+$771M
4
Capital World Investors
Capital World Investors
California
+$723M
5
GCM
Glenview Capital Management
New York
+$441M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.01B
2
Morgan Stanley
Morgan Stanley
New York
-$365M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
-$325M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$298M
5
Lazard Asset Management
Lazard Asset Management
New York
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
376
Te Ahumairangi Investment Management
New Zealand
$7.29M +$382K +6,460 +6%
WCMN
377
Westchester Capital Management (Nebraska)
Nebraska
$7.26M -$88.8K -1,504 -1%
RFC
378
Regions Financial Corp
Alabama
$7.15M -$2.75M -46,528 -28%
SCP
379
Stamos Capital Partners
California
$7.1M +$4.03M +68,270 +132%
PMIA
380
Patrick Mauro Investment Advisor
Illinois
$7.06M +$845K +14,311 +14%
TSW
381
Thompson Siegel & Walmsley
Virginia
$7.04M -$95.4K -1,616 -1%
RMC
382
Resources Management Corp
Connecticut
$6.97M -$179K -3,024 -2%
LIM
383
Lathrop Investment Management
Arkansas
$6.95M -$625K -10,575 -8%
AIM
384
Achmea Investment Management
Netherlands
$6.92M -$1.47M -24,967 -18%
PAG
385
Private Advisor Group
New Jersey
$6.91M -$396K -6,700 -5%
WAM
386
Wallington Asset Management
Indiana
$6.88M -$343K -5,810 -5%
Mirae Asset Global Investments
387
Mirae Asset Global Investments
South Korea
$6.7M -$13.4M -229,671 -67%
EMPI
388
Elo Mutual Pension Insurance
Finland
$6.68M -$260K -4,408 -4%
SF
389
Synovus Financial
Georgia
$6.67M -$556K -9,421 -8%
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$6.59M -$1.15M -20,138 -15%
AMG
391
Advisors Management Group
Wisconsin
$6.53M -$49.3K -835 -0.7%
HPCM
392
Hunter Perkins Capital Management
Illinois
$6.37M +$1.71M +28,910 +37%
FT
393
Fiduciary Trust
Massachusetts
$6.37M -$4.24M -71,765 -40%
OPERF
394
Oregon Public Employees Retirement Fund
Oregon
$6.36M +$13K +220 +0.2%
NC
395
NewSquare Capital
Pennsylvania
$6.36M +$459K +7,878 +8%
Envestnet Portfolio Solutions
396
Envestnet Portfolio Solutions
Illinois
$6.36M -$2.41M -40,738 -27%
FPGT
397
Financial Partners Group (Tennessee)
Tennessee
$6.35M -$586K -9,929 -8%
SSWM
398
Sheets Smith Wealth Management
North Carolina
$6.35M -$577K -9,768 -8%
CAM
399
Carret Asset Management
New York
$6.29M -$158K -2,674 -2%
AAM
400
Auxier Asset Management
Oregon
$6.24M -$268K -4,537 -4%
14 15
16
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