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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 %
AW
726
Apricus Wealth
South Carolina
$3.03M +$172K +2,162 +6%
IWM
727
IHT Wealth Management
Illinois
$3.03M +$263K +3,298 +10%
CT
728
Cambridge Trust
Massachusetts
$3.02M +$67.6K +847 +2%
ECM
729
Elgethun Capital Management
South Dakota
$3.02M -$16.2K -204 -0.5%
ACM
730
Argyle Capital Management
Pennsylvania
$3M -$59.8K -750 -2%
SPFA
731
Summit Place Financial Advisors
New Jersey
$2.99M +$3.27K +41 +0.1%
DAS
732
Diversify Advisory Services
Utah
$2.99M +$2.99M +37,545 New
MFAM
733
Motley Fool Asset Management
Virginia
$2.97M +$139K +1,745 +5%
SIA
734
SeaBridge Investment Advisors
New Jersey
$2.93M -$774K -9,707 -21%
PP
735
Pacifica Partners
Canada
$2.93M -$20.4K -258 -0.7%
MCB
736
Morton Community Bank
Illinois
$2.92M +$180K +2,259 +7%
SWM
737
SeaCrest Wealth Management
New York
$2.92M -$476K -5,962 -14%
CNFG
738
Creegan & Nassoura Financial Group
New Hampshire
$2.91M – – –
HIMC
739
Heritage Investors Management Corp
Maryland
$2.9M +$5.98K +75 +0.2%
WFMPM
740
Woodley Farra Manion Portfolio Management
Indiana
$2.89M -$241K -3,022 -8%
UB
741
UMB Bank
Missouri
$2.88M -$398K -4,994 -12%
SIC
742
Sigma Investment Counselors
Michigan
$2.84M -$11.2K -140 -0.4%
PIMJS
743
PKO Investment Management Joint-Stock
Poland
$2.83M -$240K -3,000 -8%
WI
744
Wintrust Investments
Illinois
$2.81M -$82.1K -1,029 -3%
PIM
745
Plato Investment Management
Australia
$2.81M +$2.49M +31,192 +781%
JWCA
746
J.W. Coons Advisors
Ohio
$2.8M -$34.7K -435 -1%
CIA
747
Choate Investment Advisors
Massachusetts
$2.79M -$1.16M -14,533 -29%
VFM
748
Viking Fund Management
North Dakota
$2.79M – – –
AIM
749
AHL Investment Management
Florida
$2.77M – – –
DLCIG
750
D.L. Carlson Investment Group
New Hampshire
$2.77M -$92.2K -1,156 -3%
28 29
30
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