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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 %
RGI
2001
River Global Investors
United Kingdom
– -$611K -7,662 Closed
QWP
2002
Quotient Wealth Partners
Texas
– -$605K -7,585 Closed
CTA
2003
Chesley Taft & Associates
Illinois
– -$595K -7,462 Closed
BCG
2004
Breakwater Capital Group
New Jersey
– -$590K -7,401 Closed
ZF
2005
Zhang Financial
Michigan
– -$575K -7,210 Closed
OFS
2006
OneAscent Financial Services
Alabama
– -$561K -7,032 Closed
WWS
2007
Wellington Wealth Strategies
Indiana
– -$556K -6,976 Closed
BP
2008
BBR Partners
New York
– -$553K -6,934 Closed
GCP
2009
GSA Capital Partners
United Kingdom
– -$536K -6,723 Closed
LI
2010
Lafayette Investments
Maryland
– -$530K -6,650 Closed
PWMAG
2011
Pinnacle Wealth Management Advisory Group
New Jersey
– -$527K -6,603 Closed
HIM
2012
Hillsdale Investment Management
Ontario, Canada
– -$524K -6,570 Closed
SAM
2013
Seelaus Asset Management
New Jersey
– -$524K -6,565 Closed
WHCI
2014
W.H. Cornerstone Investments
Massachusetts
– -$519K -6,511 Closed
III
2015
Independent Investors Inc
New York
– -$514K -6,450 Closed
HIC
2016
Hartline Investment Corp
Illinois
– -$513K -6,428 Closed
DS
2017
DRW Securities
Illinois
– -$509K -6,379 Closed
KFA
2018
Krane Funds Advisors
New York
– -$459K -6,345 Closed
SGI
2019
Summit Global Investments
Utah
– -$505K -6,334 Closed
FA
2020
FDx Advisors
Illinois
– -$502K -6,298 Closed
CSA
2021
Cottage Street Advisors
Massachusetts
– -$502K -6,294 Closed
ICM
2022
IMS Capital Management
Oregon
– -$490K -6,145 Closed
FFG
2023
Frisch Financial Group
New York
– -$465K -5,831 Closed
WJWM
2024
Williams Jones Wealth Management
New York
– -$459K -5,750 Closed
EFG
2025
Everhart Financial Group
Ohio
– -$458K -5,742 Closed
79 80
81
82 83