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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 %
SQA
1726
Simon Quick Advisors
New Jersey
$275K +$48.2K +604 +21%
DWM
1727
Defined Wealth Management
Oregon
$274K +$399 +5 +0.1%
NL
1728
NWAM LLC
Washington
$274K -$21.7K -382 -7%
PCP
1729
Proficio Capital Partners
Massachusetts
$273K +$23.3K +292 +9%
ICM
1730
Intrepid Capital Management
Florida
$272K -$1.29M -16,140 -83%
PSFG
1731
Prairie Sky Financial Group
Illinois
$272K -$16K -200 -6%
CBT
1732
Central Bank & Trust
Kentucky
$271K -$6.94K -87 -2%
GITFIT
1733
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$271K – – –
AA
1734
Alta Advisers
United Kingdom
$271K – – –
AHL
1735
Abel Hall LLC
Louisiana
$271K -$4.31K -54 -2%
TIA
1736
Traphagen Investment Advisors
New Jersey
$271K +$12.1K +152 +5%
OWP
1737
Obermeyer Wealth Partners
Colorado
$270K +$23.8K +299 +10%
GBT
1738
Grove Bank & Trust
Florida
$269K -$19.9K -250 -7%
ZIC
1739
ZWJ Investment Counsel
Georgia
$269K -$79.8K -1,000 -23%
QCIG
1740
Quad-Cities Investment Group
Iowa
$268K +$160 +2 +0.1%
FEM
1741
Fulcrum Equity Management
Texas
$267K +$43.5K +545 +19%
CP
1742
Canopy Partners
Ohio
$267K +$18.7K +235 +8%
EWS
1743
Evergreen Wealth Solutions
Pennsylvania
$266K -$19.5K -245 -7%
AMM
1744
American Money Management
California
$266K -$7.66K -96 -3%
FZCM
1745
Flynn Zito Capital Management
New York
$266K +$399 +5 +0.2%
CSB
1746
City State Bank
Iowa
$265K -$1.28K -16 -0.5%
OPA
1747
Old Port Advisors
Maine
$264K +$9.49K +119 +4%
CCB
1748
Cutter & Co Brokerage
Missouri
$264K -$8.62K -108 -3%
OFG
1749
Oxford Financial Group
Indiana
$263K -$24.6K -309 -9%
PP
1750
Patron Partners
Texas
$263K -$8.06K -101 -3%
68 69
70
71 72