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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 %
HR
1751
Howe & Rusling
New York
$262K +$6.38K +80 +2%
AL
1752
Aspiriant LLC
California
$262K -$30.3K -380 -10%
FB
1753
First Bancorp
Maine
$262K -$17K -213 -6%
SF
1754
Symphony Financial
Texas
$261K -$44.2K -554 -14%
QP
1755
Quilter Plc
United Kingdom
$261K +$16K +200 +7%
RG
1756
Renaissance Group
Kentucky
$261K +$21.5K +270 +9%
1WA
1757
180 Wealth Advisors
Washington
$259K -$1.59M -19,967 -86%
CPIA
1758
Cornell Pochily Investment Advisors
New York
$259K +$33.7K +423 +15%
OL
1759
OneFund LLC
Florida
$258K -$12.6K -158 -5%
ASG
1760
Ariston Services Group
California
$257K +$48.7K +611 +23%
BFM
1761
Boothbay Fund Management
New York
$256K -$4.07M -51,037 -94%
TA
1762
TrueWealth Advisors
Alabama
$256K -$18K -226 -7%
HS
1763
Horan Securities
United States
$255K -$2.15K -27 -0.8%
FDDB
1764
Fidelity D&D Bancorp
Pennsylvania
$255K -$4.31K -54 -2%
RWS
1765
Resolute Wealth Strategies
Mississippi
$254K +$41.7K +523 +20%
MHIC
1766
Marble Harbor Investment Counsel
Massachusetts
$254K -$79.8K -1,000 -24%
DG
1767
DMC Group
Alabama
$252K -$152K -1,900 -38%
CFO
1768
Callan Family Office
Pennsylvania
$252K +$33.1K +415 +15%
MWPCG
1769
Measured Wealth Private Client Group
New Hampshire
$252K +$252K +3,158 New
RFS
1770
Retirement Financial Solutions
Tennessee
$252K – – –
AC
1771
Apella Capital
Connecticut
$251K +$3.45K +47 +1%
IIM
1772
Ipswich Investment Management
Massachusetts
$250K – – –
MWC
1773
MBM Wealth Consultants
Missouri
$250K -$3.43K -43 -1%
LGA
1774
Lebenthal Global Advisors
New York
$250K +$7.02K +88 +3%
SL
1775
Salomon & Ludwin
Virginia
$250K -$13.4K -170 -5%
69 70
71
72 73