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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 %
IGAM
1451
iA Global Asset Management
Quebec, Canada
$485K -$62.7K -785 -11%
GA
1452
Geller Advisors
New York
$484K +$5.98K +75 +1%
RWMG
1453
Redwood Wealth Management Group
New Jersey
$483K -$21.4K -268 -4%
MFG
1454
Midwest Financial Group
Kansas
$481K +$24.7K +310 +5%
HI
1455
Harbour Investments
Wisconsin
$481K -$27.9K -350 -5%
SFP
1456
Shepherd Financial Partners
Massachusetts
$479K +$18.8K +236 +4%
DWA
1457
Douglass Winthrop Advisors
New York
$478K +$115K +1,448 +32%
WIP
1458
WealthCare Investment Partners
Rhode Island
$477K -$26.6K -333 -5%
IFWM
1459
Institute for Wealth Management
Colorado
$475K -$9.73K -122 -2%
TF
1460
Tompkins Financial
New York
$473K -$21.3K -267 -4%
WFAG
1461
Wescott Financial Advisory Group
Pennsylvania
$472K +$8.93K +112 +2%
CAM
1462
Campion Asset Management
Virginia
$471K -$56.8K -712 -11%
PFBT
1463
Parkside Financial Bank & Trust
Missouri
$468K +$13.7K +172 +3%
KFI
1464
Key Financial Inc
Pennsylvania
$467K – – –
FFG
1465
Frisch Financial Group
New York
$465K +$1.91K +24 +0.4%
SWA
1466
Stratos Wealth Advisors
Ohio
$465K -$146K -1,825 -24%
LA
1467
LexAurum Advisors
Kansas
$463K -$78.4K -983 -14%
PCM
1468
Perkins Capital Management
Minnesota
$462K – – –
CTFG
1469
Capstone Triton Financial Group
Oklahoma
$461K -$54.3K -681 -11%
SMH
1470
Sanders Morris Harris
Texas
$461K +$18.1K +227 +4%
MWA
1471
Meridian Wealth Advisors
Texas
$460K -$3.99K -50 -0.9%
KFA
1472
Krane Funds Advisors
New York
$459K +$188K +2,591 +69%
WJWM
1473
Williams Jones Wealth Management
New York
$459K +$14.2K +178 +3%
QI
1474
Qtron Investments
Massachusetts
$458K -$123K -1,542 -21%
AC
1475
Abbrea Capital
California
$458K -$20.4K -255 -4%
57 58
59
60 61