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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 %
RIA
1951
Richwood Investment Advisors
Ohio
– -$204K -3,240 Closed
MPWS
1952
McCarter Private Wealth Services
Massachusetts
– -$204K -3,237 Closed
AW
1953
Atlas Wealth
Ohio
– -$203K -3,232 Closed
PAM
1954
Palisade Asset Management
Minnesota
– -$203K -3,227 Closed
TFS
1955
Thoroughbred Financial Services
Tennessee
– -$202K -3,218 Closed
ASG
1956
Ariston Services Group
California
– -$202K -3,217 Closed
DDC
1957
DF Dent & Co
Maryland
– -$202K -3,215 Closed
KA
1958
KLCM Advisors
Wisconsin
– -$202K -3,215 Closed
OCM
1959
One Capital Management
California
– -$201K -3,195 Closed
LIA
1960
Lynx Investment Advisory
District of Columbia
– -$201K -3,194 Closed
PCG
1961
Prosperity Consulting Group
Maryland
– -$201K -3,193 Closed
ONST
1962
Old North State Trust
North Carolina
– -$200K -3,184 Closed
SIM
1963
Sentry Investment Management
Wisconsin
– -$193K -3,062 Closed
SDAM
1964
Shulman DeMeo Asset Management
New York
– -$253K -2,787 Closed
DWS
1965
Dynamic Wealth Strategies
California
– -$165K -2,624 Closed
WI
1966
Wintrust Investments
Illinois
– -$127K -2,033 Closed
JWM
1967
Jupiter Wealth Management
Colorado
– -$126K -2,000 Closed
AIM
1968
Acropolis Investment Management
Missouri
– -$102K -1,616 Closed
NC
1969
nVerses Capital
Florida
– -$101K -1,600 Closed
CPA
1970
Capital Performance Advisors
California
– -$99.4K -1,580 Closed
AF
1971
Arrow Financial
New York
– -$92.1K -1,465 Closed
GJWM
1972
Gilliland Jeter Wealth Management
Arkansas
– -$84.9K -1,351 Closed
GSEP
1973
Golden State Equity Partners
California
– -$82.7K -1,315 Closed
JIP
1974
Jaffetilchin Investment Partners
Florida
– -$81.6K -1,298 Closed
ACM
1975
ADAR1 Capital Management
Texas
– -$62.9K -1,000 Closed
77 78
79
80 81