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CVS Health
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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: 27 → 27 (0)

0.57% less ownership

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

4% less funds holding

Funds holding: 1,910 → 1,840 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$275M
2
Millennium Management
Millennium Management
New York
+$269M
3
BlackRock
BlackRock
New York
+$257M
4
Amundi
Amundi
France
+$199M
5
Two Sigma Investments
Two Sigma Investments
New York
+$182M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.74B
2
Capital World Investors
Capital World Investors
California
-$455M
3
Holocene Advisors
Holocene Advisors
New York
-$162M
4
CF
Canoe Financial
Alberta, Canada
-$109M
5
KBC Group
KBC Group
Belgium
-$73M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1801
Darwin Wealth Management
Florida
$4.16K +$3.85K +66 New
POIA
1802
Pin Oak Investment Advisors
Texas
$4K – – –
AP
1803
Aspect Partners
Virginia
$3.9K – – –
CWM
1804
Cedar Wealth Management
California
$3.46K – – –
KOCAA
1805
Knights of Columbus Asset Advisors
Connecticut
$3.46K +$3.21K +55 New
PPWM
1806
PFG Private Wealth Management
Florida
$3.33K – – –
OSNBOA
1807
Old Second National Bank of Aurora
Illinois
$3.27K – – –
RDIA
1808
RE Dickinson Investment Advisors
Iowa
$3.14K – – –
FPFS
1809
First Personal Financial Services
North Carolina
$3.08K +$233 +4 +9%
PA
1810
Pineridge Advisors
Missouri
$3.06K -$3.33K -57 -54%
RS
1811
Rakuten Securities
Japan
$2.7K +$642 +11 +34%
SWC
1812
Spectrum Wealth Counsel
Indiana
$2.64K +$2.45K +42 New
ACA
1813
American Capital Advisory
Idaho
$2.52K – – –
FC
1814
Fairscale Capital
New Hampshire
$2.45K – – –
BHWM
1815
Beaird Harris Wealth Management
Texas
$2.33K -$8.93K -153 -81%
PS
1816
PayPay Securities
Japan
$2.14K -$1.05K -18 -35%
LJHT
1817
Laurie J. Hall Trustee
$2K -$143K -2,443 -98%
NL
1818
NVWM LLC
Pennsylvania
$1.82K +$292 +5 +21%
GAG
1819
Goodman Advisory Group
Massachusetts
$1.7K +$1.57K +27 New
TCM
1820
Tradewinds Capital Management
Washington
$1.45K – – –
VF
1821
VitalStone Financial
Texas
$1.45K -$318K -5,446 -100%
CA
1822
Claris Advisors
Missouri
$1.45K +$1.34K +23 New
W
1823
WealthCollab
Washington
$1.38K +$1.28K +22 New
TAM
1824
Tucker Asset Management
Colorado
$1.2K – – –
CAM
1825
ClariVest Asset Management
California
$1.18K – – –
71 72
73
74 75

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.