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CVS Health
CVS

Overview Fund Activity

1,821 hedge funds and large institutions have $63B invested in CVS Health in 2024 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 483 increasing their positions, 1,003 reducing their positions, and 205 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,821
Holders Change
-70
Holders Change %
-3.7%
% of All Funds
26.34%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
156
Increased
483
Reduced
1,003
Closed
205
Calls
$1.77B
Puts
$1.45B
Net Calls
+$323M
Net Calls Change
-$43.9M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.6B
2
Millennium Management
Millennium Management
New York
$330M
3
BlackRock
BlackRock
New York
$6.57B
4
Amundi
Amundi
France
$387M
5
Two Sigma Investments
Two Sigma Investments
New York
$203M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$355M
2
Capital World Investors
Capital World Investors
California
$3.03B
3
Holocene Advisors
Holocene Advisors
New York
$0
4
CF
Canoe Financial
Alberta, Canada
$0
5
KBC Group
KBC Group
Belgium
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
OHWA
1926
Oak Hill Wealth Advisors
Virginia
– -$340K -5,750 Closed
CCA
1927
Cora Capital Advisors
New Jersey
– -$333K -5,634 Closed
I
1928
InceptionR
California
– -$332K -5,619 Closed
SFA
1929
Seneca Financial Advisors
New York
– -$325K -5,500 Closed
IIC
1930
Ironwood Investment Counsel
Arizona
– -$324K -5,489 Closed
NWMG
1931
National Wealth Management Group
Ohio
– -$318K -5,378 Closed
PBO
1932
Peoples Bank (Ohio)
Ohio
– -$315K -5,342 Closed
CRC
1933
Curi RMB Capital
Illinois
– -$313K -5,296 Closed
PCM
1934
Perkins Capital Management
Minnesota
– -$309K -5,234 Closed
MWA
1935
Meridian Wealth Advisors
Texas
– -$288K -4,872 Closed
CPA
1936
Capital Planning Advisors
California
– -$284K -4,802 Closed
BHA
1937
Beech Hill Advisors
New York
– -$278K -4,700 Closed
NME
1938
Notis-McConarty Edward
– -$277K -4,695 Closed
CASB
1939
Cape Ann Savings Bank
Massachusetts
– -$271K -4,590 Closed
ZIM
1940
Zacks Investment Management
Illinois
– -$262K -4,443 Closed
WDA
1941
Wendell David Associates
New Hampshire
– -$261K -4,423 Closed
RFG
1942
RFP Financial Group
Georgia
– -$261K -4,423 Closed
FRM
1943
Fox Run Management
Connecticut
– -$260K -4,407 Closed
FIM
1944
Freedom Investment Management
Connecticut
– -$260K -4,398 Closed
APP
1945
Avantax Planning Partners
Iowa
– -$258K -4,366 Closed
TWP
1946
Tempus Wealth Planning
California
– -$255K -4,317 Closed
CFSG
1947
Clark Financial Services Group
Missouri
– -$253K -4,286 Closed
HHRDM
1948
H&H Retirement Design & Management
Nevada
– -$248K -4,246 Closed
HSG
1949
Helen Stephens Group
Texas
– -$248K -4,198 Closed
DWA
1950
Douglass Winthrop Advisors
New York
– -$248K -4,198 Closed
76 77
78
79 80