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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 %
DPIM
1101
Duff & Phelps Investment Management
Illinois
$1.18M +$45.9K +576 +4%
WGC
1102
Watts Gwilliam & Co
Arizona
$1.18M +$1.18M +21,025 New
SCA
1103
Stonebridge Capital Advisors
Minnesota
$1.17M -$54.6K -685 -4%
VVP
1104
Venture Visionary Partners
Ohio
$1.17M +$11.2K +140 +1%
HAG
1105
HF Advisory Group
Maryland
$1.17M +$56.5K +708 +5%
KS
1106
Karpas Strategies
Connecticut
$1.17M +$4.87K +61 +0.4%
RMAM
1107
Raab & Moskowitz Asset Management
New Jersey
$1.17M -$107K -1,340 -8%
MAS
1108
Meeder Advisory Services
Ohio
$1.16M +$73.9K +926 +7%
SAG
1109
SageView Advisory Group
California
$1.16M -$216K -2,704 -16%
KCM
1110
Knoll Capital Management
Florida
$1.16M – – –
SIA
1111
Schechter Investment Advisors
Michigan
$1.15M -$17.8K -223 -2%
HFBOT
1112
Home Federal Bank of Tennessee
Tennessee
$1.15M +$5.98K +75 +0.5%
NBT
1113
Northwest Bank & Trust
Iowa
$1.15M -$13.1K -193 -1%
SBIA
1114
Sheaff Brock Investment Advisors
Indiana
$1.14M -$128K -1,610 -10%
BMM
1115
Buffington Mohr McNeal
Idaho
$1.13M – – –
MGIA
1116
Moneta Group Investment Advisors
Missouri
$1.13M -$53K -664 -4%
NF
1117
Nvest Financial
New Hampshire
$1.13M +$592K +7,417 +110%
AEPWM
1118
Atlantic Edge Private Wealth Management
Florida
$1.13M +$66K +827 +6%
MIA
1119
MeadowBrook Investment Advisors
Michigan
$1.13M -$28.3K -355 -2%
AWS
1120
Aspen Wealth Strategies
Colorado
$1.12M -$87.8K -1,101 -7%
RA
1121
RFG Advisory
Alabama
$1.12M -$36.8K -461 -3%
WA
1122
Waverly Advisors
Alabama
$1.12M +$225K +2,815 +25%
SB
1123
Simmons Bank
Arkansas
$1.11M -$63.8K -800 -5%
HW
1124
Hancock Whitney
Mississippi
$1.11M -$29.9K -375 -3%
VT
1125
Vise Technologies
New York
$1.11M +$93.4K +1,171 +9%
43 44
45
46 47