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CVS Health
CVS

Overview Fund Activity

1,730 hedge funds and large institutions have $72.1B invested in CVS Health in 2025 Q1 according to their latest regulatory filings, with 279 funds opening new positions, 526 increasing their positions, 749 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,730
Holders Change
+86
Holders Change %
+5.23%
% of All Funds
23.51%
Holding in Top 10
37
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+184.62%
% of All Funds
0.5%
New
279
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
$1.27B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.59B
3
Capital World Investors
Capital World Investors
California
$4.63B
4
BlackRock
BlackRock
New York
$7.63B
5
ClearBridge Investments
ClearBridge Investments
New York
$575M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$527M
2
Lazard Asset Management
Lazard Asset Management
New York
$21.5M
3
Macquarie Group
Macquarie Group
Australia
$106M
4
SOMRS
State of Michigan Retirement System
Michigan
$27.7M
5
Franklin Resources
Franklin Resources
California
$522M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$569M -$108M -1,588,316 -16%
UBS AM
27
UBS AM
Illinois
$564M -$6.83M -100,786 -1%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$527M -$350M -5,162,835 -40%
Franklin Resources
29
Franklin Resources
California
$522M -$205M -3,024,535 -28%
Ameriprise
30
Ameriprise
Minnesota
$506M +$10.1M +148,546 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$424M -$7.19M -106,195 -2%
Harris Associates
32
Harris Associates
Illinois
$406M +$19.5M +288,143 +5%
Holocene Advisors
33
Holocene Advisors
New York
$402M +$223M +3,292,312 +125%
Wells Fargo
34
Wells Fargo
California
$401M +$204M +3,013,360 +104%
LSV Asset Management
35
LSV Asset Management
Illinois
$342M -$24.2M -357,100 -7%
Amundi
36
Amundi
France
$322M -$155M -2,295,578 -33%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$300M -$54.4M -800,042 -15%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$258M +$75.4M +1,112,424 +41%
Millennium Management
39
Millennium Management
New York
$253M -$31.3M -462,584 -11%
Marshall Wace
40
Marshall Wace
United Kingdom
$252M +$206M +3,041,644 +444%
AQR Capital Management
41
AQR Capital Management
Connecticut
$249M +$68.9M +1,020,094 +38%
Deutsche Bank
42
Deutsche Bank
Germany
$241M -$55.4M -817,150 -19%
Swiss National Bank
43
Swiss National Bank
Switzerland
$240M -$305K -4,500 -0.1%
Assenagon Asset Management
44
Assenagon Asset Management
Luxembourg
$239M +$181M +2,666,029 +311%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$237M +$2.76M +40,734 +1%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$234M +$18.9M +279,508 +9%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$232M +$38.8M +572,533 +20%
Barclays
48
Barclays
United Kingdom
$222M -$10.2M -150,735 -4%
National Pension Service
49
National Pension Service
South Korea
$214M +$11.7M +173,108 +6%
SHCM
50
Sachem Head Capital Management
New York
$212M +$170M +2,505,000 +401%
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