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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 %
CIR
1901
Clear Investment Research
Georgia
$196K +$638 +8 +0.3%
DWS
1902
Dynamic Wealth Strategies
California
$196K -$18.2K -228 -9%
TIM
1903
Tortoise Investment Management
New York
$193K +$877 +11 +0.5%
AGWCA
1904
Annis Gardner Whiting Capital Advisors
Florida
$193K +$24K +301 +14%
FFA
1905
First Foundation Advisors
California
$192K -$4.39K -55 -2%
CSC
1906
Caldwell Sutter Capital
California
$191K -$7.82K -98 -4%
LB
1907
Legacy Bridge
Iowa
$189K – – –
AA
1908
Addison Advisors
Vermont
$188K +$3.43K +43 +2%
CA
1909
Centerpoint Advisors
Massachusetts
$187K – – –
TC
1910
Truvestments Capital
Florida
$186K -$45.1K -566 -20%
MA
1911
MCF Advisors
Kentucky
$184K +$1.28K +16 +0.7%
CFG
1912
CKW Financial Group
Hawaii
$183K +$63.5K +800 +53%
CB
1913
CNB Bank
Pennsylvania
$181K -$20.3K -255 -10%
YDMI
1914
Y.D. More Investments
Israel
$180K – – –
NFSG
1915
Newbridge Financial Services Group
Florida
$179K -$725K -9,093 -80%
ANBT
1916
American National Bank & Trust
Texas
$172K -$44.8K -562 -21%
ICM
1917
Islay Capital Management
Texas
$170K – – –
Loomis, Sayles & Company
1918
Loomis, Sayles & Company
Massachusetts
$169K -$45.3K -568 -21%
OPTFSNA
1919
Old Point Trust & Financial Services N A
Virginia
$169K +$16K +200 +10%
HFS
1920
Hantz Financial Services
Michigan
$168K -$15.8K -199 -9%
LTI
1921
Laffer Tengler Investments
Tennessee
$165K – – –
GWSG
1922
GPS Wealth Strategies Group
Colorado
$164K -$17.1K -214 -9%
AIM
1923
Acropolis Investment Management
Missouri
$164K -$23.2K -291 -12%
CFFP
1924
Center for Financial Planning
Michigan
$162K +$93.3K +1,170 +135%
HWM
1925
HighMark Wealth Management
Minnesota
$162K +$79.4K +995 +96%
75 76
77
78 79