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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 %
WI
1176
WBI Investments
New Jersey
$971K +$971K +12,176 New
EFM
1177
Eley Financial Management
Vermont
$969K -$39.6K -496 -4%
MAA
1178
Mraz Amerine & Associates
California
$969K +$43.5K +545 +5%
BCM
1179
Boltwood Capital Management
California
$968K -$2.79K -35 -0.3%
KCM
1180
Kendall Capital Management
Maryland
$963K -$37.6K -471 -4%
BBHC
1181
Brown Brothers Harriman & Co
New York
$963K +$88.8K +1,113 +10%
WAP
1182
Wealthcare Advisory Partners
Pennsylvania
$961K -$22.5K -282 -2%
SACTSONJ
1183
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$957K – – –
VCA
1184
Verdence Capital Advisors
Maryland
$956K -$168K -2,102 -15%
ATC
1185
Adirondack Trust Company
New York
$955K -$4.15K -52 -0.4%
DMBA
1186
Deseret Mutual Benefit Administrators
Utah
$954K +$58.9K +739 +7%
BSW
1187
Buckingham Strategic Wealth
Missouri
$947K -$27K -338 -3%
WFAG
1188
Worth Financial Advisory Group
North Carolina
$946K -$121K -1,522 -11%
IA
1189
IFP Advisors
Florida
$942K +$38.2K +479 +4%
BFA
1190
Beacon Financial Advisory
Ohio
$942K +$942K +11,810 New
FFG
1191
Fortem Financial Group
California
$941K +$83.7K +1,049 +10%
EWA
1192
EverSource Wealth Advisors
Alabama
$939K +$201K +2,970 +27%
GIA
1193
Gladstone Institutional Advisory
Florida
$939K -$118K -1,477 -11%
PHS
1194
Pekin Hardy Strauss
Illinois
$938K -$112K -1,400 -11%
BMC
1195
Beaton Management Company
Massachusetts
$936K +$31K +389 +3%
WA
1196
WealthTrust Axiom
Pennsylvania
$936K +$16.1K +202 +2%
CK
1197
Cohen Klingenstein
New York
$933K – – –
CHAM
1198
Clear Harbor Asset Management
Connecticut
$931K +$140K +1,756 +18%
ACP
1199
Aviance Capital Partners
Florida
$931K +$56.6K +710 +6%
MFA
1200
Mayflower Financial Advisors
Massachusetts
$924K -$35.7K -448 -4%
46 47
48
49 50