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CVS Health
CVS

Overview Fund Activity

1,644 hedge funds and large institutions have $47.2B invested in CVS Health in 2024 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 363 increasing their positions, 924 reducing their positions, and 366 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,644
Holders Change
-177
Holders Change %
-9.72%
% of All Funds
21.88%
Holding in Top 10
13
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-51.85%
% of All Funds
0.17%
New
225
Increased
363
Reduced
924
Closed
366
Calls
$1.7B
Puts
$1.38B
Net Calls
+$322M
Net Calls Change
-$1.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$2.74B
2
DSA
Davis Selected Advisers
Arizona
$511M
3
Dodge & Cox
Dodge & Cox
California
$3.15B
4
Pzena Investment Management
Pzena Investment Management
New York
$880M
5
Citadel Advisors
Citadel Advisors
Florida
$286M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$788M
2
Bank of America
Bank of America
North Carolina
$399M
3
Goldman Sachs
Goldman Sachs
New York
$240M
4
Capital Research Global Investors
Capital Research Global Investors
California
$112M
5
SHCM
Sachem Head Capital Management
New York
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1851
Sterling Wealth Management
Illinois
– -$274K -4,356 Closed
ML
1852
McAdam LLC
Pennsylvania
– -$274K -4,354 Closed
OTPPB
1853
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$274K -4,351 Closed
EA
1854
Everpar Advisors
Oklahoma
– -$273K -4,338 Closed
APWM
1855
Argonautica Private Wealth Management
Massachusetts
– -$272K -4,326 Closed
BFWA
1856
Benchmark Financial Wealth Advisors
Florida
– -$268K -4,262 Closed
MFG
1857
MidWestOne Financial Group
Iowa
– -$268K -4,256 Closed
S
1858
Sunpointe
Missouri
– -$267K -4,244 Closed
WAS
1859
Wealth Advisory Solutions
Indiana
– -$266K -4,235 Closed
MSS
1860
Mitchell Sinkler & Starr
Pennsylvania
– -$266K -4,234 Closed
SA
1861
Strategic Advisors
New York
– -$266K -4,227 Closed
GFP
1862
Gryphon Financial Partners
Ohio
– -$264K -4,198 Closed
SFA
1863
Souders Financial Advisors
Ohio
– -$264K -4,191 Closed
NJIM
1864
Nabity-Jensen Investment Management
Nebraska
– -$263K -4,181 Closed
NCTC
1865
New Covenant Trust Company
Indiana
– -$256K -4,170 Closed
CWM
1866
Connecticut Wealth Management
Connecticut
– -$262K -4,161 Closed
RCG
1867
Regatta Capital Group
California
– -$261K -4,156 Closed
SQA
1868
Simon Quick Advisors
New Jersey
– -$261K -4,154 Closed
HTIM
1869
Harbour Trust & Investment Management
Indiana
– -$261K -4,150 Closed
PFA
1870
Petra Financial Advisors
Colorado
– -$261K -4,145 Closed
FA
1871
Fiducient Advisors
Illinois
– -$261K -4,144 Closed
SIG
1872
Sky Investment Group
Connecticut
– -$259K -4,115 Closed
OAS
1873
Optivise Advisory Services
Tennessee
– -$259K -4,112 Closed
HPM
1874
Hoxton Planning & Management
West Virginia
– -$258K -4,108 Closed
BA
1875
Ballast Advisors
Minnesota
– -$257K -4,092 Closed
73 74
75
76 77