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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 %
CA
1976
CGN Advisors
Kansas
– -$211K -3,576 Closed
OHIS
1977
Oak Harvest Investment Services
Texas
– -$210K -3,564 Closed
AF
1978
Apexium Financial
Texas
– -$210K -3,557 Closed
SW
1979
SkyOak Wealth
Michigan
– -$208K -3,525 Closed
FNBSF
1980
First National Bank Sioux Falls
South Dakota
– -$208K -3,522 Closed
CWP
1981
Cyndeo Wealth Partners
Florida
– -$205K -3,476 Closed
FNBOO
1982
First National Bank of Omaha
Nebraska
– -$205K -3,475 Closed
GIM
1983
Groesbeck Investment Management
New Jersey
– -$204K -3,460 Closed
RG
1984
Renaissance Group
Kentucky
– -$204K -3,453 Closed
BRIA
1985
Balanced Rock Investment Advisors
Massachusetts
– -$203K -3,445 Closed
QPWM
1986
Quadrant Private Wealth Management
Pennsylvania
– -$201K -3,408 Closed
CBT
1987
Central Bank & Trust
Kentucky
– -$201K -3,404 Closed
WIA
1988
Wetzel Investment Advisors
Indiana
– -$260K -3,257 Closed
SSG
1989
Summit Securities Group
New York
– -$150K -2,536 Closed
TFF
1990
The Family Firm
Maryland
– -$124K -2,097 Closed
YDMI
1991
Y.D. More Investments
Israel
– -$116K -1,960 Closed
EC
1992
EntryPoint Capital
New York
– -$115K -1,949 Closed
CH
1993
Cromwell Holdings
Wyoming
– -$112K -1,901 Closed
SOAMC
1994
Spirit of America Management Corp
New York
– -$107K -1,811 Closed
MIM
1995
Meridiem Investment Management
United Kingdom
– -$101K -1,715 Closed
FFA
1996
First Foundation Advisors
California
– -$97.2K -1,646 Closed
LTI
1997
Laffer Tengler Investments
Tennessee
– -$84.6K -1,433 Closed
OCM
1998
Orion Capital Management
California
– -$70.9K -1,200 Closed
CA
1999
Crewe Advisors
Utah
– -$60.2K -1,019 Closed
DCM
2000
Davis Capital Management
Florida
– -$48.3K -831 Closed
78 79
80
81 82