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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 %
WH
1951
Willner & Heller
California
– -$247K -4,187 Closed
CAM
1952
Campion Asset Management
Virginia
– -$247K -4,176 Closed
FCA
1953
FLC Capital Advisors
California
– -$246K -4,172 Closed
OBGC
1954
O'Brien Greene & Co
Pennsylvania
– -$243K -4,120 Closed
NFSG
1955
Newbridge Financial Services Group
Florida
– -$242K -4,096 Closed
ACM
1956
Alethea Capital Management
Washington
– -$239K -4,055 Closed
VL
1957
Vima LLC
Michigan
– -$239K -4,052 Closed
QI
1958
Qtron Investments
Massachusetts
– -$239K -4,043 Closed
MSFS
1959
Main Street Financial Solutions
Pennsylvania
– -$239K -4,042 Closed
RCM
1960
Regency Capital Management
Hawaii
– -$236K -4,000 Closed
KFA
1961
Kapstone Financial Advisors
Ohio
– -$236K -3,995 Closed
PWPS
1962
Pinnacle Wealth Planning Services
Ohio
– -$235K -3,983 Closed
MIG
1963
McGuire Investment Group
Rhode Island
– -$229K -3,873 Closed
TFA
1964
Tranquilli Financial Advisor
New Jersey
– -$223K -3,834 Closed
WMP
1965
Wealth Management Partners
Arizona
– -$226K -3,824 Closed
SSWM
1966
Strait & Sound Wealth Management
California
– -$225K -3,803 Closed
CPA
1967
Cardiff Park Advisors
California
– -$224K -3,791 Closed
DWM
1968
Drive Wealth Management
Utah
– -$222K -3,767 Closed
BWP
1969
Balboa Wealth Partners
Arizona
– -$222K -3,765 Closed
KFSC
1970
Keystone Financial Services (Colorado)
Colorado
– -$222K -3,758 Closed
RMDI
1971
R.M. Davis Inc
Maine
– -$217K -3,673 Closed
GFG
1972
Goldstone Financial Group
Illinois
– -$216K -3,665 Closed
EFSCE
1973
Enterprise Financial Services Corp (EFSC)
Missouri
– -$216K -3,652 Closed
D
1974
Diversified
Delaware
– -$212K -3,592 Closed
CFSG
1975
Community Financial Services Group
Vermont
– -$211K -3,580 Closed
77 78
79
80 81