CVS icon

CVS Health
CVS

Overview Fund Activity

2,155 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, 1,032 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,155
Holders Change
-84
Holders Change %
-3.75%
% of All Funds
31.24%
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
1,032
Closed
178
Calls
$1.49B
Puts
$1.46B
Net Calls
+$35.1M
Net Calls Change
-$404M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$845M
2
Pzena Investment Management
Pzena Investment Management
New York
+$377M
3
Capital International Investors
Capital International Investors
California
+$337M
4
Capital World Investors
Capital World Investors
California
+$258M
5
KBC Group
KBC Group
Belgium
+$108M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.57B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$271M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$253M
4
Marshall Wace
Marshall Wace
United Kingdom
-$253M
5
Goldman Sachs
Goldman Sachs
New York
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOCM
651
Bontempo Ohly Capital Management
Maryland
$3.95M +$487K +6,107 +14%
CAM
652
ClariVest Asset Management
California
$3.93M -$8.97M -112,474 -70%
EH
653
Equitable Holdings
New York
$3.93M +$367K +4,601 +10%
HSA
654
HBK Sorce Advisory
Pennsylvania
$3.92M +$53.5K +671 +1%
RCM
655
Radnor Capital Management
Pennsylvania
$3.92M -$82.5K -1,034 -2%
SPC
656
Sigma Planning Corp
Michigan
$3.91M +$2.12M +26,611 +119%
VIM
657
Vinva Investment Management
Australia
$3.9M +$358K +4,484 +10%
SCM
658
SOL Capital Management
Maryland
$3.89M -$61.8K -775 -2%
WS
659
Wedbush Securities
California
$3.88M -$91.1K -1,142 -2%
IIM
660
INTECH Investment Management
Florida
$3.86M -$19M -238,020 -83%
EI
661
EDMP Inc
Florida
$3.85M +$11.2K +141 +0.3%
EWM
662
Evercore Wealth Management
New York
$3.85M -$359K -4,503 -9%
AWM
663
Apollon Wealth Management
South Carolina
$3.76M -$170K -2,136 -4%
AWM
664
Avitas Wealth Management
California
$3.75M +$31.6K +396 +0.8%
FB
665
Fulton Bank
Pennsylvania
$3.75M -$125K -1,569 -3%
EF
666
Empirical Finance
Pennsylvania
$3.73M +$122K +1,535 +3%
PT
667
Plimoth Trust
Massachusetts
$3.71M +$74.6K +935 +2%
CPA
668
Court Place Advisors
Maryland
$3.7M -$369K -4,630 -9%
SWS
669
SYSTM Wealth Solutions
Illinois
$3.65M +$419K +5,250 +13%
PS
670
Principal Securities
Iowa
$3.63M +$363K +4,546 +11%
AWA
671
Arkadios Wealth Advisors
Georgia
$3.62M +$315K +3,945 +10%
BFS
672
Bradley Foster & Sargent
Connecticut
$3.62M -$71.8K -900 -2%
BFA
673
Benedict Financial Advisors
Georgia
$3.62M +$72.3K +906 +2%
AFA
674
AllGen Financial Advisors
Florida
$3.62M +$54.9K +688 +2%
MYAM
675
Meiji Yasuda Asset Management
Japan
$3.61M +$288K +3,615 +9%
25 26
27
28 29