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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 %
SIS
1851
Sound Income Strategies
Florida
$219K +$5.9K +74 +3%
OFS
1852
Orrstown Financial Services
Pennsylvania
$217K -$164K -2,052 -43%
TFM
1853
TFC Financial Management
Massachusetts
$216K +$4.79K +60 +2%
CIG
1854
Cascade Investment Group
Colorado
$216K -$19.9K -250 -8%
WA1
1855
Wimmer Associates 1
California
$216K -$12.8K -160 -6%
PFC
1856
Phocas Financial Corp
California
$216K – – –
CMS
1857
Capital Market Strategies
Florida
$216K – – –
NJBEST
1858
New Jersey Better Educational Savings Trust
New Jersey
$215K – – –
ST
1859
Somerset Trust
Pennsylvania
$215K +$215K +2,697 New
WG
1860
Wealth Group
North Carolina
$215K +$215K +2,699 New
TNA
1861
True North Advisors
Texas
$214K -$3.75K -47 -2%
ONST
1862
Old North State Trust
North Carolina
$214K +$214K +2,681 New
BFA
1863
Beaumont Financial Advisors
Massachusetts
$214K -$7.66K -96 -3%
CC
1864
Callan Capital
California
$214K +$214K +2,681 New
JWM
1865
Jeppson Wealth Management
California
$213K – – –
C
1866
Certuity
Florida
$213K -$81.4K -1,020 -28%
GP
1867
Girard Partners
Pennsylvania
$212K -$55.9K -701 -21%
WMA
1868
West Michigan Advisors
Michigan
$212K -$23.1K -289 -10%
KWM
1869
Kolinsky Wealth Management
New Jersey
$211K -$53K -664 -20%
SPIS
1870
Steward Partners Investment Solutions
Oregon
$211K +$211K +2,648 New
PIA
1871
Powell Investment Advisors
Florida
$210K – – –
MCM
1872
Monument Capital Management
Virginia
$210K +$877 +11 +0.4%
PJWM
1873
Philip James Wealth Mangement
Georgia
$210K +$210K +2,628 New
FI
1874
FWG Investments
Kentucky
$210K +$4.71K +59 +2%
LFA
1875
Laraway Financial Advisors
Minnesota
$209K – – –
73 74
75
76 77