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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 %
DILIC
826
Dai-ichi Life Insurance Company
Japan
$2.33M -$65.7K -824 -3%
LFRG
827
Lazard Frères Gestion
France
$2.33M +$15.9K +200 +0.7%
DPAM
828
Degroof Petercam Asset Management
Belgium
$2.31M – – –
SXL
829
Summit X LLC
Missouri
$2.31M +$112K +1,403 +5%
MOS
830
MGO One Seven
Ohio
$2.31M -$432K -5,415 -16%
FMWA
831
Forvis Mazars Wealth Advisors
Missouri
$2.3M +$162K +2,037 +8%
AHC
832
Adell Harriman & Carpenter
Texas
$2.3M -$711K -8,915 -24%
MCA
833
MSH Capital Advisors
Arizona
$2.29M -$61K -765 -3%
UH
834
Unigestion Holding
Switzerland
$2.29M – – –
RIM
835
Redwood Investment Management
Arizona
$2.28M +$1.98M +24,871 +660%
EFS
836
Essex Financial Services
Connecticut
$2.28M -$113K -1,417 -5%
CA
837
CGN Advisors
Kansas
$2.27M +$26.2K +328 +1%
BG
838
Bollard Group
Massachusetts
$2.26M +$14.8K +186 +0.7%
LD
839
Lipe & Dalton
New York
$2.25M +$19.9K +250 +0.9%
S
840
SignatureFD
Georgia
$2.25M +$176K +2,210 +8%
CA
841
Cornerstone Advisors
North Carolina
$2.23M – – –
WBC
842
Westpac Banking Corp
Australia
$2.22M -$1.2M -15,076 -35%
NWM
843
Northcape Wealth Management
New York
$2.22M -$42.4K -531 -2%
SC
844
Searle & Co
Connecticut
$2.22M – – –
PI
845
PEAK6 Investments
Illinois
$2.21M -$1.65M -20,682 -43%
CNC
846
Citizens & Northern Corp
Pennsylvania
$2.21M -$41.3K -518 -2%
IAN
847
Integrated Advisors Network
Texas
$2.21M -$101K -1,272 -4%
ST
848
Sentinel Trust
Texas
$2.2M – – –
EAM
849
Eagle Asset Management
Florida
$2.2M -$67.5K -849 -3%
SA
850
Strategic Advisors
New York
$2.2M -$1.28K -16 -0.1%
32 33
34
35 36