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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 %
CAM
1001
Columbia Asset Management
Michigan
$1.5M – – –
IAS
1002
Investment Advisory Services
Texas
$1.49M -$79K -990 -5%
MJP
1003
Michael J. Puzo
$1.49M -$1.18M -14,784 -44%
TFGT
1004
TS Financial Group (TSFG)
Illinois
$1.49M -$103K -1,297 -6%
SFWA
1005
Summit Financial Wealth Advisors
Louisiana
$1.49M -$112K -1,410 -7%
PA
1006
Parallel Advisors
California
$1.49M -$447K -5,605 -23%
6F
1007
626 Financial
Michigan
$1.49M -$72.3K -906 -5%
PGIM
1008
Pacific Global Investment Management
California
$1.49M -$8.93K -112 -0.6%
AFG
1009
Atomi Financial Group
New York
$1.48M +$291K +3,645 +24%
SW
1010
SteelPeak Wealth
California
$1.48M +$1.48M +18,495 New
CA
1011
Clearstead Advisors
Ohio
$1.47M +$70.1K +1,241 +5%
CIA
1012
Concurrent Investment Advisors
Florida
$1.46M +$23.6K +296 +2%
LF
1013
LifePlan Financial
Minnesota
$1.46M -$136K -1,708 -9%
PP
1014
Prudential plc
United Kingdom
$1.44M -$4.29M -53,784 -75%
WE
1015
Wealth Effects
Massachusetts
$1.43M -$48.5K -608 -3%
FFA
1016
Founders Financial Alliance
North Carolina
$1.43M +$547K +6,853 +62%
MSAM
1017
Moloney Securities Asset Management
Missouri
$1.43M -$180K -2,258 -11%
TG
1018
TCW Group
California
$1.43M -$192K -2,401 -12%
WCBA
1019
Weaver C. Barksdale & Associates
Tennessee
$1.42M -$10K -126 -0.7%
NP
1020
NorthRock Partners
Minnesota
$1.42M +$19.1K +240 +1%
TCA
1021
Transcend Capital Advisors
New Jersey
$1.42M +$163K +2,044 +13%
SJIM
1022
St. Johns Investment Management
Florida
$1.42M +$389K +4,878 +38%
WAM
1023
Westport Asset Management
Connecticut
$1.42M – – –
CF
1024
Copperwynd Financial
Arizona
$1.41M -$49.5K -621 -3%
WPC
1025
Wedmont Private Capital
Pennsylvania
$1.41M +$10.7K +146 +0.8%
39 40
41
42 43