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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 %
Capstone Investment Advisors
1126
Capstone Investment Advisors
New York
$1.11M -$10.9M -136,978 -91%
PAA
1127
Peregrine Asset Advisers
Oregon
$1.11M -$4.5M -56,369 -80%
1SB
1128
1ST Source Bank
Indiana
$1.1M -$175K -2,199 -14%
LIM
1129
Leavell Investment Management
Alabama
$1.1M +$15.7K +197 +1%
TIA
1130
Trust Investment Advisors
Indiana
$1.09M -$2.39K -30 -0.2%
HI
1131
Handelsinvest Investeringsforvaltning
Denmark
$1.09M -$197K -2,469 -15%
HKAM
1132
Horizon Kinetics Asset Management
New York
$1.09M -$16K -200 -1%
AIP
1133
Ameritas Investment Partners
Nebraska
$1.09M -$52.7K -661 -5%
LI
1134
LRI Investments
Florida
$1.08M +$1.08M +13,599 New
SCA
1135
St. Clair Advisors
Ohio
$1.08M +$56.6K +710 +6%
CI
1136
Cigna Investments
Connecticut
$1.08M -$14.3K -179 -1%
AAM
1137
AMI Asset Management
California
$1.08M +$1.6K +20 +0.1%
IF
1138
Intrua Financial
Texas
$1.08M -$108K -1,355 -9%
FIA
1139
Foundations Investment Advisors
Arizona
$1.08M +$123K +1,546 +13%
FFS
1140
Founders Financial Securities
Maryland
$1.08M +$1.08M +13,486 New
EWM
1141
Elmwood Wealth Management
California
$1.08M +$461K +5,783 +75%
RSWM
1142
Robertson Stephens Wealth Management
California
$1.07M +$105K +1,312 +11%
BB
1143
Busey Bank
Illinois
$1.07M -$58.5K -733 -5%
BAM
1144
Belpointe Asset Management
Nevada
$1.07M -$345K -4,323 -24%
FPB
1145
First PREMIER Bank
South Dakota
$1.06M -$156K -1,950 -13%
TC
1146
Trust Company
Kansas
$1.06M +$145K +1,819 +16%
SCM
1147
Stevens Capital Management
Pennsylvania
$1.06M +$522K +6,544 +97%
CPIG
1148
Chicago Partners Investment Group
Illinois
$1.06M +$188K +2,748 +22%
CD
1149
Chapin Davis
Maryland
$1.06M +$40.3K +505 +4%
SWM
1150
Spire Wealth Management
Virginia
$1.06M -$297K -3,719 -22%
44 45
46
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