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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 %
SHF
2001
Safe Harbor Fiduciary
Florida
– -$5.53K -88 Closed
FCM
2002
Fourpath Capital Management
Oklahoma
– -$4.72K -75 Closed
KOCAA
2003
Knights of Columbus Asset Advisors
Connecticut
– -$3.46K -55 Closed
SWC
2004
Spectrum Wealth Counsel
Indiana
– -$2.64K -42 Closed
NL
2005
NVWM LLC
Pennsylvania
– -$1.82K -29 Closed
GAG
2006
Goodman Advisory Group
Massachusetts
– -$1.7K -27 Closed
CA
2007
Claris Advisors
Missouri
– -$1.45K -23 Closed
TAM
2008
Tucker Asset Management
Colorado
– -$1.2K -19 Closed
PS
2009
Planned Solutions
California
– -$1.07K -17 Closed
DI
2010
DAGCO Inc
Ohio
– -$566 -9 Closed
CFG
2011
Copley Financial Group
California
– -$461 -7 Closed
DWM
2012
Dogwood Wealth Management
Kansas
– -$11 – –
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