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CVS Health
CVS

1,668 hedge funds and large institutions have $47.3B invested in CVS Health in 2024 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 370 increasing their positions, 930 reducing their positions, and 368 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $1.7B | Put options by funds: $1.38B

2.23% more ownership

Funds ownership: 81.08% → 83.3% (+2.2%)

9% less funds holding

Funds holding: 1,840 → 1,668 (-172)

26% less capital invested

Capital invested by funds: $64B → $47.3B (-$16.7B)

37% less first-time investments, than exits

New positions opened: 232 | Existing positions closed: 368

52% less funds holding in top 10

Funds holding in top 10: 27 → 13 (-14)

60% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 930

Holders
1,668
Holders Change
-172
Holders Change %
-9.35%
% of All Funds
21.97%
Holding in Top 10
13
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-51.85%
% of All Funds
0.17%
New
232
Increased
370
Reduced
930
Closed
368
Calls
$1.7B
Puts
$1.38B
Net Calls
+$322M
Net Calls Change
-$1.1M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$719M
2
DSA
Davis Selected Advisers
Arizona
+$618M
3
Dodge & Cox
Dodge & Cox
California
+$397M
4
Pzena Investment Management
Pzena Investment Management
New York
+$363M
5
Norges Bank
Norges Bank
Norway
+$239M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$263M
2
Bank of America
Bank of America
North Carolina
-$248M
3
Goldman Sachs
Goldman Sachs
New York
-$245M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$176M
5
SHCM
Sachem Head Capital Management
New York
-$162M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1901
Ballast Advisors
Minnesota
– -$257K -4,092 Closed
SPL
1902
Smart Portfolios LLC
Washington
– -$257K -4,087 Closed
CSIC
1903
Clifford Swan Investment Counsel
California
– -$256K -4,078 Closed
Fiera Capital (Canada)
1904
Fiera Capital (Canada)
Quebec, Canada
– -$256K -4,068 Closed
CAG
1905
Csenge Advisory Group
Florida
– -$271K -4,067 Closed
CAAS
1906
Capital Asset Advisory Services
Michigan
– -$267K -4,054 Closed
SCM
1907
Sterneck Capital Management
Missouri
– -$255K -4,054 Closed
AC
1908
AlphaCore Capital
California
– -$254K -4,039 Closed
FCB
1909
First County Bank
Connecticut
– -$253K -4,027 Closed
SIC
1910
Samalin Investment Counsel
New York
– -$252K -4,008 Closed
AC
1911
Apella Capital
Connecticut
– -$249K -3,998 Closed
FG
1912
Fiduciary Group
Georgia
– -$251K -3,989 Closed
CGPCS
1913
Capital Group Private Client Services
California
– -$249K -3,960 Closed
FPWM
1914
FSB Premier Wealth Management
Iowa
– -$249K -3,957 Closed
BFIM
1915
Beese Fulmer Investment Management
Ohio
– -$248K -3,946 Closed
WIP
1916
WealthCare Investment Partners
Rhode Island
– -$257K -3,946 Closed
NLP
1917
Next Level Private
New York
– -$247K -3,928 Closed
WP
1918
WealthShield Partners
North Carolina
– -$246K -3,905 Closed
MW
1919
Maia Wealth
Colorado
– -$219K -3,900 Closed
SAM
1920
Summit Asset Management
Tennessee
– -$245K -3,900 Closed
LIA
1921
LBMC Investment Advisors
Tennessee
– -$245K -3,899 Closed
SC
1922
Sepio Capital
Utah
– -$244K -3,876 Closed
PP
1923
PDS Planning
Ohio
– -$243K -3,864 Closed
TWM
1924
Trueblood Wealth Management
Ohio
– -$242K -3,855 Closed
SWA
1925
Stratos Wealth Advisors
Ohio
– -$240K -3,816 Closed
75 76
77
78 79

CVS Hedge Fund Activity: Q4 2024 in Review

1,668 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q4 2024, worth a combined $47.3B — down 26% from $64B a quarter earlier.

Sellers outnumbered buyers: 368 funds closed out of CVS and 232 opened new positions — a net loss of 136 holders — while 930 trimmed existing stakes and 370 added.

The largest buyer was Capital World Investors, adding an estimated $719M. The largest seller was Morgan Stanley, cutting an estimated $263M.

  • 1,668 institutional investors held CVS Health (CVS) as of Q4 2024, down from 1,840 in Q3 2024.
  • Funds reported $47.3B of CVS Health stock for Q4 2024, down 26% quarter-over-quarter.
  • 232 funds opened new CVS Health positions in Q4 2024 and 368 closed out, a net change of -136 holders.
  • The largest CVS Health buyer in Q4 2024 was Capital World Investors, an estimated $719M added.
  • The largest CVS Health seller in Q4 2024 was Morgan Stanley, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2024.