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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 %
NS
1051
NBC Securities
Alabama
$1.35M -$17.5K -219 -1%
JF
1052
Jump Financial
Illinois
$1.35M -$1.92M -24,016 -59%
EA
1053
Ellsworth Advisors
Ohio
$1.34M +$42.1K +614 +3%
MMG
1054
Monetary Management Group
Missouri
$1.34M -$86.4K -1,083 -6%
FSA
1055
Fort Sheridan Advisors
Illinois
$1.33M -$302K -3,790 -19%
AP
1056
Americana Partners
Texas
$1.32M +$160 +2 +0%
CL
1057
CSS LLC
Illinois
$1.32M +$319K +4,000 +32%
PFGIA
1058
Patriot Financial Group Insurance Agency
Massachusetts
$1.32M -$379K -4,752 -22%
IAIM
1059
International Assets Investment Management
Florida
$1.3M -$29.8K -375 -2%
PWA
1060
Provenance Wealth Advisors
Florida
$1.3M +$115K +1,448 +10%
MWA
1061
Midland Wealth Advisors
Illinois
$1.3M -$30.1K -378 -2%
CL
1062
Choreo LLC
Illinois
$1.29M +$181K +2,274 +16%
FCA
1063
FinTrust Capital Advisors
South Carolina
$1.28M -$53.4K -670 -4%
MIM
1064
Morningstar Investment Management
Illinois
$1.28M – – –
EI
1065
Ellevest Inc
New York
$1.27M +$392K +4,918 +45%
CWM
1066
Cornerstone Wealth Management
Missouri
$1.27M -$76.2K -955 -6%
MA
1067
MONECO Advisors
Connecticut
$1.27M -$161K -2,022 -11%
TWA
1068
TCI Wealth Advisors
Arizona
$1.26M -$82.1K -1,029 -6%
OC
1069
Oarsman Capital
Wisconsin
$1.26M -$14.8K -186 -1%
BG
1070
Bahl & Gaynor
Ohio
$1.26M +$134K +1,680 +12%
CAI
1071
Capital Advisors Inc
Oklahoma
$1.26M +$38.2K +479 +3%
NB
1072
Nicolet Bankshares
Wisconsin
$1.26M +$59.7K +749 +5%
GWM
1073
GSB Wealth Management
Connecticut
$1.26M -$330K -4,137 -21%
WAM
1074
Weatherly Asset Management
California
$1.26M -$128K -1,607 -9%
VI
1075
Versor Investments
New York
$1.25M -$95.7K -1,200 -7%
41 42
43
44 45