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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 %
SW
801
Simplicity Wealth
New Jersey
$2.51M +$2.51M +31,431 New
RVM
802
Robinson Value Management
Texas
$2.49M -$498K -6,249 -17%
PWP
803
Principle Wealth Partners
Connecticut
$2.48M +$67.2K +843 +3%
ZCM
804
Ziegler Capital Management
Illinois
$2.47M -$137K -1,748 -5%
PBK
805
Peoples Bank (Kansas)
Kansas
$2.45M -$152K -1,910 -6%
OTPPB
806
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.45M -$301K -3,777 -11%
TMAM
807
Tokio Marine Asset Management
Japan
$2.44M +$228K +2,863 +10%
SFS
808
Sowell Financial Services
Arkansas
$2.44M -$40.3K -505 -2%
EF
809
Exeter Financial
Arizona
$2.43M +$16.6K +225 +0.7%
RGC
810
Roberts, Glore & Co
Illinois
$2.43M -$3.99K -50 -0.2%
PFA
811
Pathway Financial Advisers
Indiana
$2.42M +$14.6K +183 +0.6%
GT
812
Greenleaf Trust
Michigan
$2.42M +$166K +2,084 +7%
BC
813
Burney Company
Virginia
$2.4M -$147K -1,845 -6%
IPW
814
Inlet Private Wealth
Florida
$2.39M – – –
ANTB
815
AMG National Trust Bank
Colorado
$2.39M -$66.6K -835 -3%
CAG
816
Crestwood Advisors Group
Massachusetts
$2.39M +$92.8K +1,163 +4%
FMTCOCP
817
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.39M +$167K +2,097 +8%
UM
818
UniSuper Management
Australia
$2.38M -$8.26M -103,566 -78%
CA
819
Continuum Advisory
Idaho
$2.38M +$602K +10,807 +34%
CG
820
Caprock Group
Idaho
$2.37M -$12.9K -162 -0.5%
PWM
821
Perigon Wealth Management
California
$2.36M -$179K -2,240 -7%
VNIM
822
Vaughan Nelson Investment Management
Texas
$2.34M – – –
BIC
823
Beach Investment Counsel
Pennsylvania
$2.34M – – –
LA
824
Lynch & Associates
Indiana
$2.34M -$45.5K -571 -2%
NSB
825
Norway Savings Bank
Maine
$2.33M -$236K -2,953 -9%
31 32
33
34 35