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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 %
MPCG
1151
Matrix Private Capital Group
New York
$1.05M -$23.4K -294 -2%
YC
1152
Yarbrough Capital
Tennessee
$1.05M – – –
SFG
1153
Sterling Financial Group
California
$1.05M +$3.67K +46 +0.3%
PIM
1154
Penobscot Investment Management
Massachusetts
$1.05M -$231K -2,900 -18%
HVIA
1155
Hudson Valley Investment Advisors
New York
$1.04M -$122K -1,525 -10%
SFI
1156
SPC Financial Inc
Maryland
$1.03M – – –
FFA
1157
Fortune Financial Advisors
Kansas
$1.03M -$7.9K -99 -0.8%
KF
1158
Krilogy Financial
Missouri
$1.03M -$19.2K -241 -2%
NC
1159
Napatree Capital
Rhode Island
$1.03M -$31.3K -462 -3%
LSAG
1160
Lake Street Advisors Group
New Hampshire
$1.03M +$33.8K +424 +3%
FFO
1161
Fiduciary Family Office
Florida
$1.03M +$175K +2,198 +21%
CAM
1162
Cozad Asset Management
Illinois
$1.02M -$1.71M -21,437 -63%
FFB
1163
First Financial Bankshares
Texas
$1.02M -$112K -1,405 -10%
PG
1164
Proffitt & Goodson
Tennessee
$1.01M -$9.25K -116 -0.9%
DA
1165
Doliver Advisors
Texas
$1M -$42.8K -536 -4%
RWM
1166
Ritholtz Wealth Management
New York
$1,000K -$46.3K -581 -4%
JWCA
1167
J.W. Cole Advisors
Florida
$999K -$458K -5,744 -31%
9WM
1168
9258 Wealth Management
Ohio
$994K -$11.3K -142 -1%
VSQM
1169
V-Square Quantitative Management
Illinois
$993K +$398K +4,989 +67%
TAM
1170
Tocqueville Asset Management
New York
$990K -$28.1K -352 -3%
NL
1171
Navalign LLC
California
$988K +$82.2K +1,031 +9%
XT
1172
XTX Topco
Cayman Islands
$986K +$775K +9,713 +366%
DBIA
1173
Dumont & Blake Investment Advisors
New Jersey
$985K +$5.5K +69 +0.6%
ECU
1174
Eisler Capital (UK)
United Kingdom
$974K -$79.9K -1,002 -8%
PWG
1175
Portside Wealth Group
Utah
$972K -$10.7K -134 -1%
45 46
47
48 49