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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 %
DWM
1926
Defined Wealth Management
Oregon
– -$213K -3,388 Closed
BTWM
1927
Brass Tax Wealth Management
Ohio
– -$213K -3,386 Closed
BFO
1928
Biltmore Family Office
North Carolina
– -$212K -3,378 Closed
FAFN
1929
First Affirmative Financial Network
Colorado
– -$212K -3,374 Closed
OFG
1930
Oxford Financial Group
Indiana
– -$212K -3,370 Closed
WAG
1931
Winthrop Advisory Group
Massachusetts
– -$212K -3,366 Closed
VCM
1932
Virtue Capital Management
Tennessee
– -$212K -3,366 Closed
PP
1933
Patron Partners
Texas
– -$212K -3,364 Closed
WP
1934
Westmount Partners
California
– -$211K -3,361 Closed
AHL
1935
Abel Hall LLC
Louisiana
– -$211K -3,353 Closed
SOW
1936
State of Wyoming
Wyoming
– -$210K -3,336 Closed
EIA
1937
Edgemoor Investment Advisors
Maryland
– -$210K -3,336 Closed
RMF
1938
Red Mountain Financial
Colorado
– -$209K -3,331 Closed
SPI
1939
Sutton Place Investors
New York
– -$209K -3,329 Closed
SRL
1940
Scientech Research LLC
New Jersey
– -$209K -3,327 Closed
CLA
1941
Carnegie Lake Advisors
New Jersey
– -$209K -3,325 Closed
WKWM
1942
Walter & Keenan Wealth Management
Indiana
– -$209K -3,322 Closed
OL
1943
OneFund LLC
Florida
– -$208K -3,306 Closed
AMIM
1944
Aull & Monroe Investment Management
Alabama
– -$207K -3,295 Closed
AP
1945
Appleton Partners
Massachusetts
– -$207K -3,292 Closed
FIA
1946
FNY Investment Advisers
New York
– -$206K -3,286 Closed
UAG
1947
United Advisor Group
Ohio
– -$206K -3,282 Closed
AA
1948
Advisory Alpha
Michigan
– -$206K -3,277 Closed
FEM
1949
Fulcrum Equity Management
Texas
– -$204K -3,250 Closed
PA
1950
Procyon Advisors
Connecticut
– -$202K -3,242 Closed
76 77
78
79 80