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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 %
OIA
1651
Optimum Investment Advisors
Illinois
$320K – – –
OBGC
1652
O'Brien Greene & Co
Pennsylvania
$319K -$95.7K -1,200 -23%
RCM
1653
Regency Capital Management
Hawaii
$319K -$39.9K -500 -11%
FC
1654
Fulcrum Capital
Washington
$319K – – –
HPM
1655
Hoxton Planning & Management
West Virginia
$318K +$27.2K +341 +9%
DFG
1656
Delta Financial Group
New Jersey
$318K -$2.39K -30 -0.7%
BWM
1657
BCS Wealth Management
Tennessee
$318K – – –
PP
1658
PDS Planning
Ohio
$318K +$35.2K +441 +12%
CWP
1659
Cyndeo Wealth Partners
Florida
$317K +$9.41K +118 +3%
LA
1660
LVW Advisors
New York
$316K +$316K +3,965 New
FAG
1661
Fortitude Advisory Group
Washington
$315K -$20.7K -260 -6%
FMP
1662
Financial Management Professionals
Texas
$315K +$40.5K +508 +15%
TFA
1663
Tranquilli Financial Advisor
New Jersey
$314K +$96K +1,203 +44%
NFC
1664
Northeast Financial Consultants
Connecticut
$312K +$312K +3,913 New
IW
1665
Imprint Wealth
South Carolina
$312K +$312K +3,918 New
GSIAS
1666
Garden State Investment Advisory Services
New Jersey
$311K -$80 -1 -0%
LIA
1667
LBMC Investment Advisors
Tennessee
$311K – – –
AFA
1668
AA Financial Advisors
Ohio
$311K +$311K +3,897 New
BO
1669
Bank OZK
Arkansas
$311K -$157K -1,973 -34%
WAG
1670
Winthrop Advisory Group
Massachusetts
$311K +$877 +11 +0.3%
ECG
1671
Edge Capital Group
Georgia
$310K -$26.1K -327 -8%
RIA
1672
Richwood Investment Advisors
Ohio
$310K – – –
BRIA
1673
Balanced Rock Investment Advisors
Massachusetts
$309K -$286K -3,587 -48%
MIG
1674
McGuire Investment Group
Rhode Island
$309K -$21.5K -269 -6%
AMIM
1675
Aull & Monroe Investment Management
Alabama
$309K -$3.19K -40 -1%
65 66
67
68 69