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CVS Health
CVS

Overview Fund Activity

1,729 hedge funds and large institutions have $72.1B invested in CVS Health in 2025 Q1 according to their latest regulatory filings, with 278 funds opening new positions, 526 increasing their positions, 749 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+85
Holders Change %
+5.17%
% of All Funds
23.49%
Holding in Top 10
37
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+184.62%
% of All Funds
0.5%
New
278
Increased
526
Reduced
749
Closed
167
Calls
$2.18B
Puts
$2.05B
Net Calls
+$135M
Net Calls Change
-$187M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.1B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$646M
3
Capital World Investors
Capital World Investors
California
+$499M
4
BlackRock
BlackRock
New York
+$449M
5
ClearBridge Investments
ClearBridge Investments
New York
+$277M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$350M
2
Lazard Asset Management
Lazard Asset Management
New York
-$269M
3
Macquarie Group
Macquarie Group
Australia
-$222M
4
SOMRS
State of Michigan Retirement System
Michigan
-$215M
5
Franklin Resources
Franklin Resources
California
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
376
Generali Asset Management
Italy
$6.65M +$3.76M +55,511 +130%
TRSOTSOK
377
Teachers Retirement System of the State of Kentucky
Kentucky
$6.58M +$262K +3,862 +4%
NIM
378
NEOS Investment Management
Connecticut
$6.48M +$1.21M +17,908 +23%
ONSWM
379
Old North State Wealth Management
North Carolina
$6.42M +$809K +11,937 +14%
NEAM
380
New England Asset Management
Connecticut
$6.42M +$560K +8,265 +10%
Vontobel Holding
381
Vontobel Holding
Switzerland
$6.32M -$408K -6,018 -6%
Fisher Asset Management
382
Fisher Asset Management
Washington
$6.31M +$786K +11,599 +14%
NAM
383
NorthCrest Asset Manangement
Minnesota
$6.28M -$10.8K -160 -0.2%
LOAMS
384
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.23M +$3M +44,240 +93%
AF
385
Avanza Fonder
Sweden
$6.22M -$976K -14,342 -14%
Thrivent Financial for Lutherans
386
Thrivent Financial for Lutherans
Minnesota
$6.12M -$247K -3,702 -4%
UM
387
UniSuper Management
Australia
$6.11M -$100K -1,480 -2%
MNA
388
Manning & Napier Advisors
New York
$6.1M +$6.1M +90,000 New
PAG
389
Private Advisor Group
New Jersey
$6.1M +$37.9K +560 +0.6%
N
390
Natixis
France
$6.07M -$797K -11,763 -12%
KCM
391
Kennedy Capital Management
Missouri
$6.05M +$6.05M +89,266 New
CIA
392
Capital Investment Advisors
Georgia
$5.99M -$21.8M -321,142 -78%
LIM
393
Lathrop Investment Management
Arkansas
$5.89M -$636K -9,388 -10%
KAS
394
Kestra Advisory Services
Texas
$5.88M +$450K +6,642 +8%
KRS
395
Kentucky Retirement Systems
Kentucky
$5.84M -$20.3K -300 -0.3%
Mercer Global Advisors
396
Mercer Global Advisors
Colorado
$5.78M -$2.03M -29,898 -26%
SCA
397
Snowden Capital Advisors
New York
$5.77M +$1.7M +25,125 +42%
FCI
398
Financial Counselors Inc
Kansas
$5.69M -$80.4K -1,186 -1%
A
399
Allianz
Germany
$5.62M -$7.11K -105 -0.1%
AG
400
AlTi Global
New York
$5.6M -$3.16M -46,592 -36%
14 15
16
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