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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 %
PSB
1026
Piscataqua Savings Bank
New Hampshire
$1.41M -$13.7K -172 -1%
SS
1027
Sunbelt Securities
Texas
$1.41M +$461K +5,779 +49%
NFA
1028
Northern Financial Advisors
Michigan
$1.41M +$70.5K +884 +5%
WC
1029
Wynn Capital
Georgia
$1.4M +$32.9K +413 +2%
AG
1030
Ascent Group
Virginia
$1.4M +$1.17M +14,693 +504%
CHC
1031
City Holding Co
West Virginia
$1.4M -$121K -1,516 -8%
IIL
1032
Insight Inv LLC
California
$1.4M -$57.8K -725 -4%
PTC
1033
Private Trust Company
Ohio
$1.4M +$29.7K +372 +2%
GWMR
1034
GC Wealth Management RIA
Massachusetts
$1.4M +$161K +2,022 +13%
BFG
1035
Beacon Financial Group
Texas
$1.4M -$58.1K -728 -4%
BTWM
1036
Baker Tilly Wealth Management
Wisconsin
$1.39M +$32.4K +406 +2%
MS
1037
Madden Securities
Texas
$1.39M -$27.9K -350 -2%
DP
1038
Dearborn Partners
Illinois
$1.39M +$127K +1,597 +10%
MAM
1039
Mystic Asset Management
Rhode Island
$1.39M +$638 +8 +0%
SC
1040
Sapient Capital
Indiana
$1.39M -$81.1K -1,017 -6%
WWM
1041
Western Wealth Management
Colorado
$1.38M -$1.37M -17,195 -50%
FFM
1042
Forum Financial Management
Illinois
$1.37M -$52K -652 -4%
SWK
1043
Stephen W. Kidder
$1.37M -$597K -7,490 -30%
MHS
1044
M Holdings Securities
Oregon
$1.37M -$1.03M -12,852 -43%
SCM
1045
Suvretta Capital Management
New York
$1.37M – – –
CM
1046
Columbus Macro
Pennsylvania
$1.37M -$35K -439 -2%
SI
1047
Symmetry Investments
Jersey
$1.36M +$1.36M +17,058 New
PK
1048
Pflug Koory
Nebraska
$1.36M -$9.17K -115 -0.7%
PA
1049
PSI Advisors
Florida
$1.36M -$34.6K -434 -2%
MIC
1050
Meridian Investment Counsel
California
$1.36M -$26.6K -333 -2%
40 41
42
43 44