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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 %
CIS
776
Capital International Sarl
California
$2.64M +$1.03M +12,852 +64%
HFM
777
Hartford Financial Management
Connecticut
$2.63M -$51.4K -645 -2%
TLCM
778
Twin Lakes Capital Management
California
$2.63M +$12.6K +158 +0.5%
CCM
779
Cinctive Capital Management
New York
$2.63M +$2.63M +32,931 New
KA
780
Kintegral Advisory
New York
$2.63M -$8.22K -103 -0.3%
AG
781
AIA Group
Hong Kong
$2.62M +$2.62M +32,805 New
FHA
782
Flagship Harbor Advisors
Massachusetts
$2.61M -$221K -2,775 -8%
VRM
783
Vectors Research Management
New York
$2.61M +$720K +9,025 +38%
JCM
784
Jacobi Capital Management
Pennsylvania
$2.61M -$68.8K -863 -3%
PTCG
785
Pring Turner Capital Group
California
$2.6M -$42K -526 -2%
CFG
786
Citizens Financial Group
Rhode Island
$2.6M -$4.85M -60,846 -65%
DFA
787
Delta Financial Advisors
Louisiana
$2.6M +$65.9K +826 +3%
GRP
788
Global Retirement Partners
California
$2.6M +$57.5K +721 +2%
TCM
789
Twin Capital Management
Pennsylvania
$2.59M -$172K -2,156 -6%
IWC
790
Integrated Wealth Concepts
Massachusetts
$2.59M +$157K +1,967 +6%
MIA
791
MMBG Investment Advisors
Florida
$2.57M – – –
LIM
792
Loudon Investment Management
New Hampshire
$2.55M +$755K +9,465 +42%
NIM
793
NEOS Investment Management
Connecticut
$2.55M +$1.1M +13,791 +76%
OIM
794
Orca Investment Management
Oregon
$2.55M +$964K +12,086 +61%
PP
795
Paloma Partners
Connecticut
$2.55M +$2.55M +31,913 New
WSC
796
Wellington Shields & Co
New York
$2.54M -$31.4K -394 -1%
GSWM
797
Greenup Street Wealth Management
Michigan
$2.52M +$1.65M +20,677 +189%
BFG
798
Bleakley Financial Group
New Jersey
$2.52M -$71.2K -893 -3%
BCM
799
Beddow Capital Management
Wyoming
$2.51M +$2.51M +31,500 New
JPWM
800
Jamison Private Wealth Management
Georgia
$2.51M -$99K -1,241 -4%
30 31
32
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