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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 %
LNC
876
Lincoln National Corp
Pennsylvania
$2.05M -$15.9K -199 -0.8%
B
877
Bailard
California
$2.04M -$7.37M -92,414 -78%
TPCW
878
TD Private Client Wealth
New York
$2.04M +$404K +5,064 +25%
PCM
879
Palouse Capital Management
Washington
$2.03M -$108K -1,352 -5%
PCS
880
Personal CFO Solutions
New Jersey
$2.02M +$110K +1,377 +6%
KF
881
KKM Financial
Illinois
$2.01M +$442K +5,546 +28%
TSWM
882
Triangle Securities Wealth Management
North Carolina
$2M -$11.1K -139 -0.6%
AWAG
883
ARS Wealth Advisors Group
Florida
$2M -$1.88M -23,577 -48%
MA
884
Montag & Associates
Georgia
$1.99M -$189K -2,367 -9%
WEG
885
World Equity Group
Illinois
$1.99M -$15.8K -198 -0.8%
AWAP
886
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.99M +$6.46K +81 +0.3%
BLC
887
Brown, Lisle/Cummings
Rhode Island
$1.99M +$4.79K +60 +0.2%
HWM
888
HB Wealth Management
Georgia
$1.97M +$67.1K +841 +4%
VNA
889
Valley National Advisers
Pennsylvania
$1.97M -$126K -1,576 -6%
PAM
890
Paradigm Asset Management
New York
$1.96M – – –
KWA
891
Kingswood Wealth Advisors
California
$1.96M -$309K -3,874 -14%
ADL
892
Asset Dedication LLC
California
$1.95M +$63.8K +796 +3%
PCA
893
Peddock Capital Advisors
Massachusetts
$1.95M +$151K +1,894 +8%
GF
894
Gries Financial
Ohio
$1.94M +$23.6K +296 +1%
LGF
895
LGT Group Foundation
Liechtenstein
$1.93M +$58.7K +736 +3%
TNBTD
896
Trustmark National Bank Trust Department
Mississippi
$1.92M +$1.64M +20,516 +581%
MBTD
897
Mechanics Bank - Trust Department
California
$1.92M +$9.97K +125 +0.5%
MWM
898
Massachusetts Wealth Management
Massachusetts
$1.91M +$3.99K +50 +0.2%
CCM
899
Chiron Capital Management
Florida
$1.91M -$364K -4,568 -16%
GWM
900
Greenwich Wealth Management
Connecticut
$1.91M +$13K +163 +0.7%
34 35
36
37 38