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CVS Health
CVS

Overview Fund Activity

1,643 hedge funds and large institutions have $47.2B invested in CVS Health in 2024 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 363 increasing their positions, 923 reducing their positions, and 365 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-177
Holders Change %
-9.73%
% of All Funds
21.88%
Holding in Top 10
13
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-51.85%
% of All Funds
0.17%
New
225
Increased
363
Reduced
923
Closed
365
Calls
$1.7B
Puts
$1.38B
Net Calls
+$322M
Net Calls Change
-$1.1M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.74B
2
DSA
2
Davis Selected Advisers
Arizona
$511M
3
Dodge & Cox
3
Dodge & Cox
California
$3.15B
4
Pzena Investment Management
4
Pzena Investment Management
New York
$880M
5
Citadel Advisors
5
Citadel Advisors
Florida
$286M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$788M
2
Bank of America
2
Bank of America
North Carolina
$399M
3
Goldman Sachs
3
Goldman Sachs
New York
$240M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$112M
5
SHCM
5
Sachem Head Capital Management
New York
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
76
Two Sigma Investments
New York
$76.7M -$67.9M -1,511,920 -47%
KBC Group
77
KBC Group
Belgium
$74.3M -$20.1M -447,283 -21%
BIP
78
Brandes Investment Partners
California
$70.2M -$4.92M -109,652 -7%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$68.7M +$699K +15,561 +1%
Nomura Asset Management
80
Nomura Asset Management
Japan
$67.1M +$2.32M +51,652 +4%
AllianceBernstein
81
AllianceBernstein
Tennessee
$64.6M -$4.2M -93,479 -6%
SP
82
Solel Partners
Massachusetts
$63.9M +$13.3M +295,500 +26%
Principal Financial Group
83
Principal Financial Group
Iowa
$63.9M -$496K -11,054 -0.8%
Swedbank
84
Swedbank
Sweden
$63.1M +$760K +16,923 +1%
TC
85
TwinBeech Capital
New York
$62.1M +$62.1M +1,382,790 New
SI
86
Scharf Investments
California
$59.6M -$51.4M -882,094 -46%
PCM
87
Patient Capital Management
Maryland
$58.3M +$23.8M +529,333 +69%
A
88
AustralianSuper
Australia
$57.7M -$11.3M -252,557 -16%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$54M -$4.42M -98,405 -8%
EIP
90
Epoch Investment Partners
New York
$53.6M -$41.5M -924,679 -44%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$53.5M +$1.2M +26,738 +2%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$53.1M -$116M -2,575,354 -69%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$52M -$885K -19,711 -2%
LFCM
94
Long Focus Capital Management
Puerto Rico
$51.2M +$51.2M +1,141,100 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51.1M +$1.89M +42,121 +4%
EDRH
96
Edmond de Rothschild Holding
Switzerland
$50.8M -$1.69M -37,659 -3%
SC
97
SRB Corp
Massachusetts
$50.8M – – –
LBA
98
Letko, Brosseau & Associates
Quebec, Canada
$50M +$1.22M +27,180 +2%
FWIA
99
Fort Washington Investment Advisors
Ohio
$48.9M +$7.32M +163,148 +18%
LPL Financial
100
LPL Financial
California
$48.4M -$8.54M -190,153 -15%
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4
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