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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 %
BFWA
1876
Benchmark Financial Wealth Advisors
Florida
$209K +$209K +2,624 New
ST
1877
Sabal Trust
Florida
$209K -$48K -602 -19%
BWA
1878
Bordeaux Wealth Advisors
California
$208K +$208K +2,610 New
CHA
1879
Carmichael Hill & Associates
Maryland
$208K – – –
BONST
1880
Bank of Nova Scotia Trust
Ontario, Canada
$208K +$208K +2,602 New
CWG
1881
Cornerstone Wealth Group
North Carolina
$207K +$207K +2,598 New
KCPG
1882
Kavar Capital Partners Group
Kansas
$207K +$207K +2,598 New
EWM
1883
Evermay Wealth Management
Virginia
$207K -$58.6K -735 -22%
OWM
1884
OneAscent Wealth Management
Alabama
$206K -$798 -10 -0.4%
1WM
1885
1858 Wealth Management
Ohio
$206K – – –
SAM
1886
SignalPoint Asset Management
Missouri
$205K +$80 +1 +0%
DIP
1887
DT Investment Partners
Pennsylvania
$205K – – –
CA
1888
Calton & Associates
Florida
$205K -$145K -1,821 -41%
GFS
1889
GYL Financial Synergies
Connecticut
$204K -$38K -476 -16%
SWA
1890
SOA Wealth Advisors
New York
$204K -$23.8K -298 -10%
HNWAG
1891
High Net Worth Advisory Group
Florida
$203K +$203K +2,550 New
HCM
1892
Hengehold Capital Management
Ohio
$203K -$6.3K -79 -3%
IA
1893
IFG Advisors
Missouri
$203K +$239 +3 +0.1%
OTL
1894
Oak Thistle LLC
New York
$203K +$203K +2,540 New
JFGIW
1895
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$203K -$355K -4,455 -64%
TFF
1896
The Family Firm
Maryland
$202K +$202K +2,536 New
KCM
1897
KRS Capital Management
Michigan
$202K -$34.6K -434 -15%
LCM
1898
LVM Capital Management
Michigan
$201K -$17.9K -225 -8%
LIWM
1899
Long Island Wealth Management
New York
$201K +$80 +1 +0%
QFA
1900
Quantum Financial Advisors
California
$200K +$200K +2,508 New
74 75
76
77 78