CVS icon

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 %
TWD
1826
True Wealth Design
Ohio
$229K +$1.04K +13 +0.5%
GIA
1827
Guyasuta Investment Advisors
Pennsylvania
$228K – – –
FWP
1828
Falcon Wealth Planning
California
$228K -$7.5K -94 -3%
HIA
1829
Harbor Investment Advisory
Maryland
$228K +$1.52K +19 +0.7%
TWM
1830
Trueblood Wealth Management
Ohio
$228K +$80 +1 +0%
PCA
1831
Prosperity Capital Advisors
Ohio
$227K +$227K +2,850 New
CNWM
1832
Clay Northam Wealth Management
California
$227K – – –
RZH
1833
Relyea Zuckerberg Hanson
Connecticut
$226K +$23K +288 +11%
ARC
1834
Advisor Resource Council
Texas
$226K -$338K -4,281 -60%
CDH
1835
Charles D. Hyman
$225K – – –
NC
1836
NBW Capital
Massachusetts
$225K +$17K +213 +8%
SPC
1837
Spirepoint Private Client
Florida
$225K +$225K +2,815 New
PSP
1838
Pacific Sage Partners
Washington
$224K – – –
AWA
1839
Amplius Wealth Advisors
Pennsylvania
$224K -$3.03K -38 -1%
WAS
1840
Wealth Advisory Solutions
Indiana
$224K +$224K +2,804 New
WIA
1841
Wetzel Investment Advisors
Indiana
$223K -$6.73K -97 -3%
VF
1842
Vest Financial
Virginia
$223K +$223K +2,793 New
RWMH
1843
Riverpoint Wealth Management Holdings
Illinois
$222K +$1.99K +25 +0.9%
TWP
1844
Tempus Wealth Planning
California
$222K -$336K -4,217 -60%
CFD
1845
Creative Financial Designs
Indiana
$222K -$10.4K -131 -4%
BWP
1846
Balboa Wealth Partners
Arizona
$222K -$25.9K -325 -10%
FL
1847
Fort LP
Maryland
$221K -$35.6K -446 -14%
TA
1848
TFG Advisers
Michigan
$220K -$9.41K -118 -4%
SDAM
1849
Shulman DeMeo Asset Management
New York
$219K +$239 +3 +0.1%
GFA
1850
Gallagher Fiduciary Advisors
Illinois
$219K +$1.28K +16 +0.6%
72 73
74
75 76