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CVS Health
CVS

1,840 hedge funds and large institutions have $64B invested in CVS Health in 2024 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 490 increasing their positions, 1,011 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $1.77B | Put options by funds: $1.45B

6% more capital invested

Capital invested by funds: $60.6B → $64B (+$3.43B)

0% more funds holding in top 10

Funds holding in top 10: 27 → 27 (0)

0.57% less ownership

Funds ownership: 81.65% → 81.08% (-0.57%)

4% less funds holding

Funds holding: 1,910 → 1,840 (-70)

24% less first-time investments, than exits

New positions opened: 156 | Existing positions closed: 206

52% less repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 1,011

Holders
1,840
Holders Change
-70
Holders Change %
-3.66%
% of All Funds
26.42%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
156
Increased
490
Reduced
1,011
Closed
206
Calls
$1.77B
Puts
$1.45B
Net Calls
+$323M
Net Calls Change
-$43.9M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$275M
2
Millennium Management
Millennium Management
New York
+$269M
3
BlackRock
BlackRock
New York
+$257M
4
Amundi
Amundi
France
+$199M
5
Two Sigma Investments
Two Sigma Investments
New York
+$182M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.74B
2
Capital World Investors
Capital World Investors
California
-$455M
3
Holocene Advisors
Holocene Advisors
New York
-$162M
4
CF
Canoe Financial
Alberta, Canada
-$109M
5
KBC Group
KBC Group
Belgium
-$73M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$443M +$6.3M +107,977 +2%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$429M -$31.5M -540,096 -7%
Ameriprise
28
Ameriprise
Minnesota
$420M -$3.82M -65,525 -1%
UBS Group
29
UBS Group
Switzerland
$396M -$42.8M -734,006 -10%
Amundi
30
Amundi
France
$387M +$199M +3,404,002 +137%
Harris Associates
31
Harris Associates
Illinois
$362M +$60.3M +1,033,819 +22%
LSV Asset Management
32
LSV Asset Management
Illinois
$358M -$8.9M -152,525 -3%
Capital Research Global Investors
33
Capital Research Global Investors
California
$355M -$1.74B -29,811,224 -84%
Barclays
34
Barclays
United Kingdom
$344M -$21.3M -365,464 -6%
Millennium Management
35
Millennium Management
New York
$330M +$269M +4,612,765 +724%
Macquarie Group
36
Macquarie Group
Australia
$296M -$30.4M -521,881 -10%
AQR Capital Management
37
AQR Capital Management
Connecticut
$255M -$72.1M -1,236,290 -23%
Wells Fargo
38
Wells Fargo
California
$254M -$20.7M -355,551 -8%
Lazard Asset Management
39
Lazard Asset Management
New York
$251M +$15.6M +267,412 +7%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$236M +$156M +2,679,014 +248%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$236M +$191K +3,280 +0.1%
Swiss National Bank
42
Swiss National Bank
Switzerland
$234M -$70K -1,200 -0%
SHCM
43
Sachem Head Capital Management
New York
$221M +$62.4M +1,070,000 +44%
N
44
Nuveen
North Carolina
$210M -$5.12M -87,784 -3%
SOMRS
45
State of Michigan Retirement System
Michigan
$203M +$71.4M +1,223,800 +61%
Two Sigma Investments
46
Two Sigma Investments
New York
$203M +$182M +3,123,936 +3,206%
Primecap Management
47
Primecap Management
California
$202M -$8.83M -151,280 -4%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$192M +$71.7M +1,229,230 +67%
Deutsche Bank
49
Deutsche Bank
Germany
$189M -$65.6M -1,123,848 -27%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$187M +$493K +8,444 +0.3%
1
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CVS Hedge Fund Activity: Q3 2024 in Review

1,840 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q3 2024, worth a combined $64B — up 5.7% from $60.6B a quarter earlier.

Sellers outnumbered buyers: 206 funds closed out of CVS and 156 opened new positions — a net loss of 50 holders — while 1,011 trimmed existing stakes and 490 added.

The largest buyer was Capital International Investors, adding an estimated $275M. The largest seller was Capital Research Global Investors, cutting an estimated $1.74B.

  • 1,840 institutional investors held CVS Health (CVS) as of Q3 2024, down from 1,910 in Q2 2024.
  • Funds reported $64B of CVS Health stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 156 funds opened new CVS Health positions in Q3 2024 and 206 closed out, a net change of -50 holders.
  • The largest CVS Health buyer in Q3 2024 was Capital International Investors, an estimated $275M added.
  • The largest CVS Health seller in Q3 2024 was Capital Research Global Investors, an estimated $1.74B sold.

Based on aggregated 13F filings for Q3 2024.