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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 %
SC
1276
Sepio Capital
Utah
$769K -$21.2K -266 -3%
HWP
1277
Highline Wealth Partners
California
$766K – – –
APG
1278
Abacus Planning Group
South Carolina
$760K -$15.2K -190 -2%
CGL
1279
Clarius Group LLC
Washington
$756K -$133K -1,667 -15%
PCP
1280
Pacific Capital Partners
$755K – – –
BC
1281
Barrett & Company
Rhode Island
$750K +$1.44K +18 +0.2%
CW
1282
CreativeOne Wealth
Kansas
$750K +$134K +1,688 +22%
FNBTCON
1283
First National Bank & Trust Co of Newtown
Pennsylvania
$750K – – –
NME
1284
Notis-McConarty Edward
$746K -$735K -9,211 -50%
DWP
1285
Destiny Wealth Partners
Florida
$744K – – –
CC
1286
Copperleaf Capital
North Carolina
$742K +$4.31K +54 +0.6%
JSC
1287
Jackson Square Capital
California
$740K -$96.7K -1,212 -12%
FWM
1288
Forza Wealth Management
Florida
$740K -$16K -200 -2%
KAS
1289
KPP Advisory Services
Kentucky
$737K +$40.8K +511 +6%
DLHL
1290
Donald L. Hagan LLC
Florida
$734K -$20.3K -254 -3%
NP
1291
Nilsine Partners
Colorado
$734K +$61.4K +770 +9%
CA
1292
Claro Advisors
Massachusetts
$732K +$79.8K +1,000 +12%
CAAS
1293
Capital Asset Advisory Services
Michigan
$729K -$12.7K -170 -2%
BA
1294
Bristlecone Advisors
Washington
$727K -$125K -1,565 -15%
EAM
1295
Empirical Asset Management
Massachusetts
$726K +$465K +7,285 +178%
CPW
1296
Cove Private Wealth
New York
$726K – – –
IAS
1297
Insigneo Advisory Services
Florida
$724K +$3.03K +38 +0.4%
ETC
1298
Exchange Traded Concepts
Oklahoma
$722K +$599K +7,513 +490%
LFM
1299
LGT Fund Management
Liechtenstein
$718K – – –
FCH
1300
Freestone Capital Holdings
Washington
$718K -$24.9K -312 -3%
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