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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 %
DF
1976
DecisionPoint Financial
Arizona
– -$62.9K -1,000 Closed
TC
1977
Tacita Capital
Ontario, Canada
– -$49.9K -793 Closed
PWM
1978
Partnership Wealth Management
Maryland
– -$44.2K -703 Closed
GWP
1979
Gen-Wealth Partners
Michigan
– -$33.6K -595 Closed
NCM
1980
Northwest Capital Management
Oregon
– -$34.6K -550 Closed
APC
1981
Aspire Private Capital
North Carolina
– -$34.3K -546 Closed
KSWA
1982
Kathleen S. Wright Associates
Pennsylvania
– -$33.5K -532 Closed
RWM
1983
Reston Wealth Management
Virginia
– -$32.5K -516 Closed
BONH
1984
Bank of New Hampshire
New Hampshire
– -$31.3K -497 Closed
LFA
1985
Livelsberger Financial Advisory
Ohio
– -$31.1K -495 Closed
NFA
1986
Northwest Financial Advisors
Virginia
– -$29.1K -462 Closed
VAMG
1987
Voisard Asset Management Group
Michigan
– -$28.4K -451 Closed
FFO
1988
Fortitude Family Office
Arizona
– -$27.5K -437 Closed
SHIM
1989
Stone House Investment Management
Pennsylvania
– -$27.4K -436 Closed
SRCM
1990
Signature Resources Capital Management
California
– -$22K -350 Closed
JGIA
1991
Jackson Grant Investment Advisers
Connecticut
– -$21.9K -349 Closed
PAS
1992
Point72 Asia (Singapore)
Singapore
– -$21.3K -339 Closed
CPA
1993
Clear Point Advisors
New York
– -$20.9K -332 Closed
EWM
1994
Evermay Wealth Management
Virginia
– -$20.8K -330 Closed
FPB
1995
First PREMIER Bank
South Dakota
– -$16K -250 Closed
MWA
1996
MFA Wealth Advisors
Pennsylvania
– -$13.5K -215 Closed
FAM
1997
Flaharty Asset Management
Florida
– -$12.3K -195 Closed
T
1998
Tidemark
California
– -$7.86K -125 Closed
MIM
1999
Macroview Investment Management
Maryland
– -$6.73K -107 Closed
VWA
2000
Valued Wealth Advisors
Utah
– -$6.48K -103 Closed
77 78 79
80
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