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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 %
CB
2001
Chris Bulman
California
– -$45.9K -776 Closed
EP
2002
Elkhorn Partners
Nebraska
– -$41K -700 Closed
SWS
2003
SYSTM Wealth Solutions
Illinois
– -$32.8K -555 Closed
HDIM
2004
Hanson & Doremus Investment Management
Vermont
– -$20K -340 Closed
TWP
2005
Triad Wealth Partners
Kansas
– -$17.7K -300 Closed
VAG
2006
VisionPoint Advisory Group
Texas
– -$14.1K -239 Closed
PCA
2007
Providence Capital Advisors
North Carolina
– -$12.9K -219 Closed
LFA
2008
LGT Financial Advisors
Texas
– -$11.9K -202 Closed
AAG
2009
Accordant Advisory Group
Maryland
– -$11.8K -200 Closed
WOC
2010
West Oak Capital
California
– -$11.5K -195 Closed
CC
2011
Cultivar Capital
Texas
– -$11.5K -195 Closed
FW
2012
Fairway Wealth
Ohio
– -$10.2K -173 Closed
GGI
2013
Godsey & Gibb Inc
Virginia
– -$9.8K -166 Closed
WAS
2014
Winch Advisory Services
Wisconsin
– -$9.2K -156 Closed
GG
2015
Gleason Group
Kentucky
– -$8.68K -147 Closed
GLR
2016
Great Lakes Retirement
Ohio
– -$8.51K -144 Closed
KFS
2017
Kelly Financial Services
Massachusetts
– -$7.56K -128 Closed
MFT
2018
Moisand Fitzgerald Tamayo
Florida
– -$6.2K -105 Closed
HGA
2019
Hobbs Group Advisors
South Carolina
– -$5.95K -101 Closed
IUHSA
2020
Itau Unibanco Holding S.A.
Brazil
– -$5.91K -100 Closed
Optiver Holding
2021
Optiver Holding
Netherlands
– -$5.79K -98 Closed
CC
2022
Cypress Capital
Tennessee
– -$4.61K -78 Closed
DWA
2023
Delos Wealth Advisors
Texas
– -$3.54K -60 Closed
ETS
2024
ESL Trust Services
New York
– -$3.54K -60 Closed
IWA
2025
IBEX Wealth Advisors
New Jersey
– -$2.96K -50 Closed
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