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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 %
LNWWM
851
Laird Norton Wetherby Wealth Management
California
$2.19M -$23K -288 -1%
CCT
852
Capital City Trust
Florida
$2.19M -$217K -2,717 -9%
AIA
853
Affinity Investment Advisors
California
$2.19M +$23.2K +291 +1%
NGA
854
Naples Global Advisors
Florida
$2.18M -$851K -10,675 -28%
1832 Asset Management
855
1832 Asset Management
Ontario, Canada
$2.16M -$389K -4,872 -15%
RPCONE
856
Retirement Planning Company of New England
Rhode Island
$2.15M -$174K -2,177 -7%
AWM
857
Axxcess Wealth Management
California
$2.15M +$417K +5,229 +24%
NFG
858
Nations Financial Group
Iowa
$2.15M -$206K -2,578 -9%
PAS
859
Park Avenue Securities
New York
$2.15M +$66K +827 +3%
KA
860
Kovack Advisors
Florida
$2.15M +$134K +1,683 +7%
SMA
861
Sage Mountain Advisors
Georgia
$2.15M +$33K +414 +2%
EP
862
Eudaimonia Partners
Tennessee
$2.12M -$6.14K -77 -0.3%
ZIG
863
Zurich Insurance Group
Switzerland
$2.11M +$2.11M +26,500 New
MYLI
864
Meiji Yasuda Life Insurance
Japan
$2.11M +$261K +3,278 +14%
WAOTB
865
Wealth Advisors of Tampa Bay
Florida
$2.09M -$71.5K -896 -3%
O
866
Ossiam
France
$2.09M -$1.41M -17,645 -40%
AIM
867
Anchor Investment Management
South Carolina
$2.09M +$183K +2,291 +10%
CFMC
868
Curbstone Financial Management Corp
New Hampshire
$2.08M -$59.8K -750 -3%
LWA
869
Lantern Wealth Advisors
New York
$2.08M +$99.5K +1,257 +5%
GLA
870
Good Life Advisors
Pennsylvania
$2.07M -$39.9K -500 -2%
CAM
871
Cidel Asset Management
Ontario, Canada
$2.07M +$106K +1,329 +5%
PL
872
Perpetual Ltd
Australia
$2.06M -$1.17M -14,662 -36%
HWAM
873
Hennion & Walsh Asset Management
New Jersey
$2.06M -$216K -2,702 -9%
MA
874
Mezzasalma Advisors
New Jersey
$2.06M +$1.8M +22,514 +689%
LAM
875
Lakewood Asset Management
Illinois
$2.06M -$62.8K -787 -3%
33 34
35
36 37