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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 %
FIM
676
Fernwood Investment Management
Massachusetts
$3.61M -$461K -5,784 -11%
TW
677
Trajan Wealth
Arizona
$3.59M +$3.59M +44,966 New
IA
678
IFG Advisory
Georgia
$3.58M -$360K -4,509 -9%
NCM
679
Neumann Capital Management
California
$3.56M +$152K +1,900 +4%
PAM
680
Panagora Asset Management
Massachusetts
$3.55M -$360K -4,512 -9%
EM
681
Excalibur Management
Massachusetts
$3.53M +$14.2K +178 +0.4%
NB
682
Norinchukin Bank
Japan
$3.52M -$116K -1,460 -3%
ECM
683
Estabrook Capital Management
New York
$3.51M -$5.98K -75 -0.2%
VI
684
Vestcor Inc
New Brunswick, Canada
$3.5M -$298K -3,738 -8%
MGP
685
Metis Global Partners
California
$3.49M -$225K -2,817 -6%
BCM
686
Bridgeway Capital Management
Texas
$3.49M – – –
NSEDCP
687
NJ State Employees Deferred Compensation Plan
New Jersey
$3.49M – – –
MA
688
Mutual Advisors
Nebraska
$3.49M +$808K +10,133 +30%
P
689
Pitcairn
Pennsylvania
$3.48M +$182K +2,280 +6%
LS
690
Livforsakringsbolaget Skandia
Sweden
$3.47M – – –
LRWA
691
Long Run Wealth Advisors
New York
$3.46M +$168K +2,104 +5%
WIS
692
Wright Investors Service
Connecticut
$3.45M -$6.46K -81 -0.2%
CEI
693
Clark Estates Inc
New York
$3.44M – – –
Wolverine Trading
694
Wolverine Trading
Illinois
$3.43M -$641K -8,032 -16%
CQS
695
Credential Qtrade Securities
$3.42M -$119K -1,497 -3%
JHCP
696
Jackson Hole Capital Partners
Oklahoma
$3.38M +$140K +1,761 +4%
VWMG
697
Virginia Wealth Management Group
Virginia
$3.38M +$80.4K +1,008 +2%
WC
698
Waterloo Capital
Texas
$3.36M +$818K +10,252 +32%
GIS
699
Graphene Investments SAS
France
$3.36M – – –
ST
700
Spinnaker Trust
Maine
$3.34M +$11.2K +141 +0.3%
26 27
28
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