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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
1351
SouthState Corp
Florida
$617K -$244K -3,057 -28%
SSA
1352
Sierra Summit Advisors
Nevada
$617K -$108K -1,359 -15%
BWM
1353
Buckley Wealth Management
Nevada
$616K +$27.9K +350 +5%
LW
1354
Lauer Wealth
Indiana
$615K -$6.56K -94 -1%
SFB
1355
STAR Financial Bank
Indiana
$613K -$16K -200 -3%
CASB
1356
Cape Ann Savings Bank
Massachusetts
$611K -$25.8K -323 -4%
RGI
1357
River Global Investors
United Kingdom
$611K +$347K +4,354 +132%
PAM
1358
Palisade Asset Management
Minnesota
$608K +$39.9K +500 +7%
QWP
1359
Quotient Wealth Partners
Texas
$605K -$93.6K -1,174 -13%
Koshinski Asset Management
1360
Koshinski Asset Management
Illinois
$603K -$30.5K -382 -5%
AIS
1361
AM Investment Strategies
Tennessee
$602K -$5.83K -73 -1%
IP
1362
Intellectus Partners
California
$598K -$4.79K -60 -0.8%
CTA
1363
Chesley Taft & Associates
Illinois
$595K -$2.17M -27,240 -78%
TPI
1364
Trust Point Inc
Wisconsin
$595K -$34.3K -430 -5%
SIM
1365
Sentry Investment Management
Wisconsin
$594K +$311K +3,899 +110%
LSA
1366
Lion Street Advisors
Texas
$591K – – –
BCG
1367
Breakwater Capital Group
New Jersey
$590K +$39.2K +491 +7%
PFG
1368
PAX Financial Group
Texas
$590K -$34K -426 -5%
IWA
1369
Icon Wealth Advisors
Texas
$590K +$322K +4,031 +120%
ST
1370
Smithfield Trust
Pennsylvania
$590K -$127K -1,588 -18%
SC
1371
Sierra Capital
Florida
$590K +$590K +7,393 New
BFM
1372
Boston Financial Management
Massachusetts
$588K +$54K +677 +10%
RCG
1373
Regatta Capital Group
California
$587K +$124K +1,555 +27%
PCA
1374
Pallas Capital Advisors
Massachusetts
$580K -$66.7K -836 -10%
BIG
1375
Brooklyn Investment Group
New York
$579K +$41.6K +523 +8%
53 54
55
56 57