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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 %
KFS
901
Keynote Financial Services
Connecticut
$1.9M +$1.9M +23,863 New
CIAS
902
Capital Investment Advisory Services
North Carolina
$1.89M -$124K -1,552 -6%
BMC
903
Benin Management Corp
Connecticut
$1.89M -$159K -1,990 -8%
HA
904
Herold Advisors
New York
$1.89M -$19.2K -241 -1%
PVI
905
Pine Valley Investments
New Jersey
$1.89M -$6.3K -79 -0.3%
EHC
906
Everett Harris & Co
California
$1.89M -$120K -1,506 -6%
BHCM
907
Brevan Howard Capital Management
Jersey
$1.89M -$12K -150 -0.6%
WFI
908
West Family Investments
California
$1.89M +$17.4K +218 +0.9%
MIF
909
Mediolanum International Funds
Ireland
$1.88M +$1.88M +23,689 New
RCAG
910
Rehmann Capital Advisory Group
Michigan
$1.87M +$35.7K +447 +2%
IBOK
911
Independence Bank of Kentucky
Kentucky
$1.86M -$223K -2,801 -11%
BWM
912
BCGM Wealth Management
Indiana
$1.86M -$9.25K -116 -0.5%
AC
913
Addison Capital
Pennsylvania
$1.86M +$304K +3,816 +20%
HT
914
Heritage Trust
Oklahoma
$1.86M +$58.5K +733 +3%
RB
915
Rodgers Brothers
Pennsylvania
$1.86M -$383K -4,805 -17%
WWA
916
WCG Wealth Advisors
Nevada
$1.85M -$424K -5,317 -19%
SC
917
Stolper & Co
Oklahoma
$1.85M +$67.7K +849 +4%
LOAME
918
Lombard Odier Asset Management (Europe)
United Kingdom
$1.85M -$2.47K -31 -0.1%
HH
919
Hilltop Holdings
Texas
$1.83M -$1.27M -15,958 -41%
LWA
920
Lineweaver Wealth Advisors
Ohio
$1.83M +$158K +1,976 +9%
Group One Trading
921
Group One Trading
Illinois
$1.83M +$1.83M +22,892 New
BAM
922
Byrne Asset Management
New Jersey
$1.82M -$24.3K -305 -1%
MWM
923
Meridian Wealth Management
Kentucky
$1.81M -$142K -1,776 -7%
PPWP
924
Premier Path Wealth Partners
New Jersey
$1.81M +$241K +3,028 +15%
ESB
925
Essex Savings Bank
Connecticut
$1.81M – – –
35 36
37
38 39