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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 %
EFG
1476
Everhart Financial Group
Ohio
$458K +$180K +2,260 +65%
TCPW
1477
Twin City Private Wealth
North Carolina
$455K +$455K +5,706 New
IHL
1478
Investment House LLC
California
$454K -$43.9K -550 -9%
BFIM
1479
Beese Fulmer Investment Management
Ohio
$453K -$8.61M -107,962 -95%
CFO
1480
CVA Family Office
Colorado
$451K +$558 +7 +0.1%
AOI
1481
Auto-Owners Insurance
Michigan
$451K – – –
BOPW
1482
Brandywine Oak Private Wealth
Pennsylvania
$451K – – –
AA
1483
AlphaQ Advisors
Florida
$450K -$4.39K -55 -1%
VHAM
1484
Van Hulzen Asset Management
California
$449K +$399 +5 +0.1%
WIA
1485
Westbourne Investment Advisors
Maryland
$447K -$4.78K -60 -1%
TP
1486
Tranquility Partners
Tennessee
$446K -$29.9K -375 -6%
BP
1487
BNP Paribas
France
$445K +$445K +5,584 New
OC
1488
Oakworth Capital
Alabama
$445K +$3.03K +38 +0.7%
FMLI
1489
Fukoku Mutual Life Insurance
Japan
$439K – – –
SFA
1490
Seneca Financial Advisors
New York
$439K – – –
FWTB
1491
First Western Trust Bank
Colorado
$437K -$22.7K -284 -5%
VA
1492
Valmark Advisers
Ohio
$436K +$105K +1,313 +32%
WSFS
1493
Wilmington Savings Fund Society
Delaware
$433K +$433K +5,431 New
WPP
1494
Whalerock Point Partners
Rhode Island
$433K -$439K -5,507 -50%
WDA
1495
Wendell David Associates
New Hampshire
$431K -$28.4K -356 -6%
WLIM
1496
White Lighthouse Investment Management
Massachusetts
$431K – – –
P
1497
&Partners
Tennessee
$430K +$430K +5,389 New
CCWM
1498
Cassaday & Co Wealth Management
Virginia
$429K -$28K -351 -6%
FOA
1499
Five Oceans Advisors
California
$428K +$3.91K +49 +0.9%
FFP
1500
FourThought Financial Partners
Florida
$425K -$96.7K -1,212 -19%
58 59
60
61 62