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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 %
CP
1326
Camelot Portfolios
Ohio
$663K -$279K -3,493 -30%
GPA
1327
Garrison Point Advisors
California
$662K – – –
V
1328
VeraBank
Texas
$662K +$16K +200 +2%
WPC
1329
White Pine Capital
Minnesota
$657K -$14.2K -209 -2%
BP
1330
Ballentine Partners
Massachusetts
$656K -$226K -2,835 -26%
HBT
1331
Heartland Bank & Trust
Illinois
$654K +$363K +4,552 +125%
MMPW
1332
Mitchell McLeod Pugh & Williams
Alabama
$652K – – –
NHC
1333
Nicholas Hoffman & Company
Georgia
$650K +$25.3K +317 +4%
EWS
1334
Eagle Wealth Strategies
New Jersey
$647K +$47.4K +596 +8%
ZIM
1335
Zacks Investment Management
Illinois
$646K -$158K -1,983 -20%
IF
1336
Insight Folios
North Carolina
$644K +$27.5K +345 +4%
CIA
1337
Cape Investment Advisory
Georgia
$643K +$3.67K +46 +0.6%
LC
1338
Lindbrook Capital
California
$642K -$77.3K -969 -11%
PM
1339
Penbrook Management
New York
$638K -$55.8K -700 -8%
OWA
1340
Outlook Wealth Advisors
Texas
$638K -$52.9K -663 -8%
MG
1341
Mather Group
Illinois
$638K -$711 -9 -0.1%
AIM
1342
Alhambra Investment Management
Florida
$637K -$981K -12,293 -61%
CG
1343
Clifford Group
Massachusetts
$633K +$67.8K +850 +12%
PWA
1344
Providence Wealth Advisors
Illinois
$627K -$314K -4,279 -33%
EFMC
1345
Empire Financial Management Company
New York
$623K +$9.97K +125 +2%
CFM
1346
Catalyst Funds Management
Australia
$622K +$622K +7,800 New
NHT
1347
New Hampshire Trust
New Hampshire
$621K -$72.4K -908 -10%
VAM
1348
Verity Asset Management
North Carolina
$620K +$216K +2,703 +53%
EW
1349
Element Wealth
Mississippi
$619K +$12.5K +157 +2%
BWA
1350
Blodgett Wealth Advisors
California
$617K -$24.1K -302 -4%
52 53
54
55 56