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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 %
UCB
1526
United Community Bank
South Carolina
$401K -$311K -3,896 -44%
PCA
1527
Private Capital Advisors
Connecticut
$399K – – –
BHA
1528
Beech Hill Advisors
New York
$399K -$19.9K -250 -5%
HIC
1529
Holderness Investments Company
North Carolina
$398K +$80 +1 +0%
NJIM
1530
Nabity-Jensen Investment Management
Nebraska
$398K – – –
FFWM
1531
Future Financial Wealth Management
Ohio
$396K +$160 +2 +0%
RA
1532
Ruggaard & Associates
Ohio
$396K – – –
AC
1533
ASB Consultores
Florida
$396K +$396K +4,960 New
CCG
1534
Catalina Capital Group
California
$395K +$395K +4,951 New
DTC
1535
Davidson Trust Company
Washington
$394K +$113K +1,420 +40%
HCP
1536
Hexagon Capital Partners
Arkansas
$393K -$14.3K -179 -4%
BWM
1537
Baron Wealth Management
Michigan
$391K +$25.7K +322 +7%
AFT
1538
Alpha Family Trust
California
$391K – – –
HC
1539
Hamilton Capital
Ohio
$391K -$20.4K -256 -5%
CIA
1540
CCM Investment Advisers
South Carolina
$391K -$13.4M -167,590 -97%
AFP
1541
Ausdal Financial Partners
Iowa
$388K +$1.2K +15 +0.3%
APP
1542
Avantax Planning Partners
Iowa
$387K -$118K -1,483 -23%
VBCG
1543
Valley Brook Capital Group
Pennsylvania
$386K +$5.74K +72 +2%
AWM
1544
Aries Wealth Management
Maine
$386K -$4.23K -53 -1%
FC
1545
Forte Capital
New York
$386K -$3.75K -47 -1%
CAG
1546
Csenge Advisory Group
Florida
$385K -$1.68K -21 -0.4%
MPM
1547
MBB Public Markets
Illinois
$385K +$385K +4,828 New
Fiera Capital (Canada)
1548
Fiera Capital (Canada)
Quebec, Canada
$384K -$35.8K -449 -9%
MA
1549
MKT Advisors
California
$383K -$2.06K -29 -0.5%
LG
1550
LaFleur & Godfrey
Michigan
$382K -$2.05M -25,719 -84%
60 61
62
63 64