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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 %
EM
1401
ELCO Management
New York
$543K – – –
CFS
1402
CRA Financial Services
New Jersey
$541K -$8.14K -102 -1%
CI
1403
CX Institutional
Indiana
$539K +$34.2K +429 +7%
CPSAC
1404
Chas P. Smith & Associates (CPS)
Florida
$537K +$288K +3,614 +116%
PWPS
1405
Pinnacle Wealth Planning Services
Ohio
$537K +$2.15K +27 +0.4%
GCP
1406
GSA Capital Partners
United Kingdom
$536K +$536K +6,723 New
WF
1407
Williams Financial
Vermont
$535K – – –
AIA
1408
Angeles Investment Advisors
California
$531K +$20.6K +258 +4%
LI
1409
Lafayette Investments
Maryland
$530K -$31.9K -400 -6%
LFS
1410
Leibman Financial Services
Nebraska
$530K -$25K -314 -5%
PWMAG
1411
Pinnacle Wealth Management Advisory Group
New Jersey
$527K +$37.6K +472 +8%
SIA
1412
Strategic Investment Advisors
Michigan
$525K +$45.7K +573 +10%
HIM
1413
Hillsdale Investment Management
Ontario, Canada
$524K -$31.9K -400 -6%
SAM
1414
Seelaus Asset Management
New Jersey
$524K -$13.2K -165 -2%
AIM
1415
Athena Investment Management
California
$522K +$12.4K +156 +2%
CBNLCF
1416
Cognios Beta Neutral Large Cap Fund
Kansas
$522K -$68K -852 -12%
OIM
1417
Oder Investment Management
California
$522K +$1.12K +14 +0.2%
CCA
1418
Cora Capital Advisors
New Jersey
$521K -$29.7K -372 -5%
RI
1419
Ridgewood Investments
New Jersey
$519K -$241K -3,026 -32%
WHCI
1420
W.H. Cornerstone Investments
Massachusetts
$519K +$198K +2,478 +61%
JIP
1421
Jaffetilchin Investment Partners
Florida
$519K -$72.7K -911 -12%
KCFA
1422
Key Client Fiduciary Advisors
New Jersey
$517K -$1.99K -25 -0.4%
VWM
1423
VCI Wealth Management
Missouri
$516K -$429K -5,381 -45%
QC
1424
Quent Capital
New York
$515K +$33.3K +418 +7%
III
1425
Independent Investors Inc
New York
$514K -$67.8K -850 -12%
55 56
57
58 59