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CVS Health

1,840 hedge funds and large institutions have $64B invested in CVS Health in 2024 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 490 increasing their positions, 1,011 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $1.77B | Put options by funds: $1.45B

6% more capital invested

Capital invested by funds: $60.6B → $64B (+$3.43B)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

0.57% less ownership

Funds ownership: 81.65%81.08% (-0.57%)

4% less funds holding

Funds holding: 1,9101,840 (-70)

24% less first-time investments, than exits

New positions opened: 156 | Existing positions closed: 206

52% less repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 1,011

Holders
1,840
Holders Change
-70
Holders Change %
-3.66%
% of All Funds
26.42%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
156
Increased
490
Reduced
1,011
Closed
206
Calls
$1.77B
Puts
$1.45B
Net Calls
+$323M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
1726
Planning Capital Management Corporation
Pennsylvania
$21.1K +$2.51K +43 +15%
OLVIG
1727
Oliver Lagore Vanvalin Investment Group
Michigan
$21K -$15.2K -260 -44%
OAJ
1728
Ogorek Anthony Joseph
New York
$21K -$1.46K -25 -7%
CPA
1729
Clear Point Advisors
New York
$20.9K +$233 +4 +1%
LOIP
1730
Live Oak Investment Partners
Texas
$20.8K
EWM
1731
Evermay Wealth Management
Virginia
$20.8K -$125K -2,137 -87%
HFS
1732
Horizon Financial Services
North Carolina
$20.4K
CA
1733
Continuum Advisory
Idaho
$20.3K -$114K -1,951 -84%
M
1734
MOTCO
Texas
$20.2K
SC
1735
Stephens Consulting
Michigan
$20K -$17.2K -295 -48%
HIIFS
1736
Harel Insurance Investments & Financial Services
Israel
$19K
PP
1737
PrairieView Partners
Minnesota
$19K
MLA
1738
MB, Levis & Associates
Pennsylvania
$18.9K -$19.1K -328 -52%
AT
1739
Arlington Trust
Alabama
$18.9K
SIC
1740
SJS Investment Consulting
Ohio
$18.2K +$12.7K +218 +303%
BTC
1741
Bank & Trust Company
Illinois
$17.9K -$2.16K -37 -11%
MCA
1742
Maryland Capital Advisors
Maryland
$17.4K -$3.27K -56 -17%
RCM
1743
Raleigh Capital Management
North Carolina
$17K -$5.37K -92 -25%
CIAS
1744
CBIZ Investment Advisory Services
Ohio
$16.7K +$525 +9 +4%
LWA
1745
Lowe Wealth Advisors
Maryland
$16.4K -$2.1K -36 -12%
FFL
1746
Financial Freedom LLC
Ohio
$16.1K +$175 +3 +1%
FPB
1747
First PREMIER Bank
South Dakota
$16K -$428K -7,333 -97%
PCFFS
1748
Pacific Center for Financial Services
California
$15.7K
AWM
1749
Atticus Wealth Management
Florida
$15.7K
FGA
1750
Fortis Group Advisors
New Jersey
$15.7K

CVS Hedge Fund Activity: Q3 2024 in Review

1,840 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q3 2024, worth a combined $64B — up 5.7% from $60.6B a quarter earlier.

Sellers outnumbered buyers: 206 funds closed out of CVS and 156 opened new positions — a net loss of 50 holders — while 1,011 trimmed existing stakes and 490 added.

The largest buyer was Capital International Investors, adding an estimated $275M. The largest seller was Capital Research Global Investors, cutting an estimated $1.74B.

  • 1,840 institutional investors held CVS Health (CVS) as of Q3 2024, down from 1,910 in Q2 2024.
  • Funds reported $64B of CVS Health stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 156 funds opened new CVS Health positions in Q3 2024 and 206 closed out, a net change of -50 holders.
  • The largest CVS Health buyer in Q3 2024 was Capital International Investors, an estimated $275M added.
  • The largest CVS Health seller in Q3 2024 was Capital Research Global Investors, an estimated $1.74B sold.

Based on aggregated 13F filings for Q3 2024.