CVS Health
CVS
2,176 hedge funds and large institutions have $79.9B invested in CVS Health in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 779 increasing their positions, 1,045 reducing their positions, and 179 closing their positions.
2% more call options, than puts
Call options by funds: $1.49B | Put options by funds: $1.46B
4% less capital invested
Capital invested by funds: $82.8B → $79.9B (-$2.9B)
1.74% less ownership
Funds ownership: 81.56% → 79.82% (-1.7%)
4% less funds holding
Funds holding: 2,257 → 2,176 (-81)
25% less repeat investments, than reductions
Existing positions increased: 779 | Existing positions reduced: 1,045
27% less first-time investments, than exits
New positions opened: 130 | Existing positions closed: 179
41% less funds holding in top 10
Funds holding in top 10: 69 → 41 (-28)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$810M |
| 2 |
Pzena Investment Management
New York
|
+$361M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$323M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$247M |
| 5 |
KBC Group
Brussels,
Belgium
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.46B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$259M |
| 3 |
Two Sigma Advisers
New York
|
-$253M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$242M |
| 5 |
Goldman Sachs
New York
|
-$211M |
CVS Hedge Fund Activity: Q1 2024 in Review
2,176 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q1 2024, worth a combined $79.9B — down 3.5% from $82.8B a quarter earlier.
Sellers outnumbered buyers: 179 funds closed out of CVS and 130 opened new positions — a net loss of 49 holders — while 1,045 trimmed existing stakes and 779 added.
The largest buyer was Dodge & Cox, adding an estimated $810M. The largest seller was Morgan Stanley, cutting an estimated $2.46B.
- 2,176 institutional investors held CVS Health (CVS) as of Q1 2024, down from 2,257 in Q4 2023.
- Funds reported $79.9B of CVS Health stock for Q1 2024, down 3.5% quarter-over-quarter.
- 130 funds opened new CVS Health positions in Q1 2024 and 179 closed out, a net change of -49 holders.
- The largest CVS Health buyer in Q1 2024 was Dodge & Cox, an estimated $810M added.
- The largest CVS Health seller in Q1 2024 was Morgan Stanley, an estimated $2.46B sold.
Based on aggregated 13F filings for Q1 2024.