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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 365 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,644
Holders Change
-177
Holders Change %
-9.72%
% of All Funds
21.89%
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
365
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 %
MM
1901
MQS Management
New York
– -$237K -3,763 Closed
HB
1902
HTLF Bank
Colorado
– -$235K -3,736 Closed
ICMM
1903
Integrated Capital Management (Michigan)
Michigan
– -$234K -3,723 Closed
IDBONY
1904
Israel Discount Bank of New York
New York
– -$232K -3,696 Closed
ABLA
1905
Alan B. Lancz & Associates
Ohio
– -$232K -3,685 Closed
NA
1906
Navellier & Associates
Nevada
– -$231K -3,675 Closed
WF
1907
WoodTrust Financial
Wisconsin
– -$231K -3,667 Closed
NL
1908
NWAM LLC
Washington
– -$230K -3,655 Closed
AFA
1909
AA Financial Advisors
Ohio
– -$229K -3,636 Closed
MAM
1910
Marquette Asset Management
Minnesota
– -$228K -3,630 Closed
NP
1911
Nilsine Partners
Colorado
– -$226K -3,587 Closed
PPP
1912
Private Portfolio Partners
New Jersey
– -$225K -3,581 Closed
RPWA
1913
Regent Peak Wealth Advisors
Georgia
– -$224K -3,556 Closed
GPWA
1914
Great Point Wealth Advisors
Massachusetts
– -$222K -3,536 Closed
RWM
1915
Ritholtz Wealth Management
New York
– -$221K -3,507 Closed
AIM
1916
Avity Investment Management
Connecticut
– -$220K -3,501 Closed
WCM
1917
WealthBridge Capital Management
Ohio
– -$220K -3,496 Closed
BW
1918
Bison Wealth
Georgia
– -$220K -3,493 Closed
CCFM
1919
Clear Creek Financial Management
Washington
– -$219K -3,479 Closed
MWC
1920
MBM Wealth Consultants
Missouri
– -$218K -3,469 Closed
PAG
1921
Powers Advisory Group
Illinois
– -$217K -3,448 Closed
TW
1922
TritonPoint Wealth
Maryland
– -$210K -3,427 Closed
GIA
1923
Guyasuta Investment Advisors
Pennsylvania
– -$214K -3,406 Closed
HS
1924
Horan Securities
United States
– -$214K -3,405 Closed
AA
1925
Alta Advisers
United Kingdom
– -$214K -3,400 Closed
75 76
77
78 79