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CVS Health
CVS

Overview Fund Activity

1,891 hedge funds and large institutions have $60.5B invested in CVS Health in 2024 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 562 increasing their positions, 1,035 reducing their positions, and 365 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,891
Holders Change
-264
Holders Change %
-12.25%
% of All Funds
27.5%
Holding in Top 10
27
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-34.15%
% of All Funds
0.39%
New
132
Increased
562
Reduced
1,035
Closed
365
Calls
$1.63B
Puts
$1.26B
Net Calls
+$367M
Net Calls Change
+$332M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.32B
2
Dodge & Cox
Dodge & Cox
California
+$1.22B
3
BlackRock
BlackRock
New York
+$771M
4
Capital World Investors
Capital World Investors
California
+$723M
5
GCM
Glenview Capital Management
New York
+$441M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.01B
2
Morgan Stanley
Morgan Stanley
New York
-$365M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
-$325M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$298M
5
Lazard Asset Management
Lazard Asset Management
New York
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1951
Meridian Wealth Management
Kentucky
– -$1.81M -22,710 Closed
GGA
1952
Granite Group Advisors
Connecticut
– -$1.75M -21,901 Closed
ACM
1953
Ategra Capital Management
Virginia
– -$1.7M -21,285 Closed
KPPF
1954
Klein Pavlis & Peasley Financial
California
– -$1.66M -20,846 Closed
SAM
1955
Sawgrass Asset Management
Florida
– -$1.62M -20,267 Closed
BMCM
1956
Bryn Mawr Capital Management
Pennsylvania
– -$1.69M -20,236 Closed
EA
1957
Ellsworth Advisors
Ohio
– -$1.34M -19,559 Closed
SW
1958
SteelPeak Wealth
California
– -$1.48M -18,495 Closed
NFA
1959
Northern Financial Advisors
Michigan
– -$1.41M -17,622 Closed
MS
1960
Madden Securities
Texas
– -$1.39M -17,421 Closed
MHS
1961
M Holdings Securities
Oregon
– -$1.37M -17,190 Closed
CM
1962
Columbus Macro
Pennsylvania
– -$1.37M -17,152 Closed
SI
1963
Symmetry Investments
Jersey
– -$1.36M -17,058 Closed
OC
1964
Oarsman Capital
Wisconsin
– -$1.26M -15,839 Closed
VI
1965
Versor Investments
New York
– -$1.25M -15,706 Closed
UBG
1966
United Bank (Georgia)
Georgia
– -$1.22M -15,263 Closed
FFH
1967
Fairfax Financial Holdings
Ontario, Canada
– -$1.2M -15,000 Closed
LIM
1968
Letson Investment Management
Georgia
– -$1.19M -14,978 Closed
DPIM
1969
Duff & Phelps Investment Management
Illinois
– -$1.18M -14,766 Closed
BMM
1970
Buffington Mohr McNeal
Idaho
– -$1.13M -14,218 Closed
NF
1971
Nvest Financial
New Hampshire
– -$1.13M -14,188 Closed
PAA
1972
Peregrine Asset Advisers
Oregon
– -$1.11M -13,884 Closed
TIA
1973
Trust Investment Advisors
Indiana
– -$1.09M -13,675 Closed
AAM
1974
AMI Asset Management
California
– -$1.08M -13,516 Closed
SCM
1975
Stevens Capital Management
Pennsylvania
– -$1.06M -13,279 Closed
77 78
79
80 81