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CVS Health
CVS

Overview Fund Activity

2,154 hedge funds and large institutions have $79.8B invested in CVS Health in 2024 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 776 increasing their positions, 1,031 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,154
Holders Change
-84
Holders Change %
-3.75%
% of All Funds
31.23%
Holding in Top 10
41
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-40.58%
% of All Funds
0.59%
New
126
Increased
776
Reduced
1,031
Closed
178
Calls
$1.49B
Puts
$1.46B
Net Calls
+$35.1M
Net Calls Change
-$404M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$3.27B
2
Pzena Investment Management
Pzena Investment Management
New York
$443M
3
Capital International Investors
Capital International Investors
California
$3.02B
4
Capital World Investors
Capital World Investors
California
$3.49B
5
KBC Group
KBC Group
Belgium
$199M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.32B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.75B
3
Two Sigma Advisers
Two Sigma Advisers
New York
$0
4
Marshall Wace
Marshall Wace
United Kingdom
$134M
5
Goldman Sachs
Goldman Sachs
New York
$806M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
526
Prime Capital Investment Advisors
Kansas
$6.37M -$3.02M -37,889 -32%
SI
527
Stephens Inc
Arkansas
$6.31M -$5.82M -73,002 -48%
HPCM
528
Hunter Perkins Capital Management
Illinois
$6.3M -$300K -3,765 -5%
ASN
529
Advisory Services Network
Georgia
$6.28M -$248K -3,106 -4%
CAM
530
Cubic Asset Management
Massachusetts
$6.22M +$66.6K +835 +1%
WB
531
Webster Bank
Connecticut
$6.21M -$218K -2,734 -3%
SHGA
532
Sand Hill Global Advisors
California
$6.21M -$46.5K -583 -0.7%
CAL
533
Capital Analysts LLC
Pennsylvania
$6.2M +$208K +2,612 +3%
HEIP
534
Hudson Edge Investment Partners
New Jersey
$6.19M +$465K +5,828 +8%
BDA
535
Borer Denton & Associates
Pennsylvania
$6.19M -$21.9K -275 -0.4%
ONSWM
536
Old North State Wealth Management
North Carolina
$6.19M +$118K +1,482 +2%
TCM
537
Telos Capital Management
California
$6.17M +$6.17M +77,313 New
FHB
538
First Hawaiian Bank
Hawaii
$6.15M +$760K +9,527 +14%
GMA
539
Glassy Mountain Advisors
Maryland
$6.02M -$38.8K -487 -0.6%
GIA
540
GHP Investment Advisors
Colorado
$6M +$41.1K +515 +0.7%
SP
541
Stablepoint Partners
Massachusetts
$5.96M +$222K +2,786 +4%
RFM
542
Royal Fund Management
Florida
$5.92M +$369K +4,623 +7%
LI
543
LMCG Investments
Massachusetts
$5.92M -$351K -4,400 -6%
SAM
544
Securian Asset Management
Minnesota
$5.91M -$573K -7,187 -9%
AAS
545
Avantax Advisory Services
Texas
$5.91M -$5.12M -64,202 -46%
CB
546
Commerce Bank
Missouri
$5.89M +$121K +1,512 +2%
Bessemer Group
547
Bessemer Group
New Jersey
$5.85M +$2.09M +26,173 +55%
LSERS
548
Louisiana State Employees Retirement System
Louisiana
$5.85M -$351K -4,400 -6%
HTHT
549
Hemenway Trust Hemenway Trust
New Hampshire
$5.85M -$3.22M -40,393 -36%
FTC
550
Farmers Trust Company
Ohio
$5.81M +$1.02M +12,838 +21%
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