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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 364 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,891
Holders Change
-263
Holders Change %
-12.21%
% of All Funds
27.51%
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
364
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
$2.09B
2
Dodge & Cox
Dodge & Cox
California
$3.64B
3
BlackRock
BlackRock
New York
$5.91B
4
Capital World Investors
Capital World Investors
California
$3.31B
5
GCM
Glenview Capital Management
New York
$541M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.22B
2
Morgan Stanley
Morgan Stanley
New York
$1.35B
3
Pacer Advisors
Pacer Advisors
Pennsylvania
$36.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.73B
5
Lazard Asset Management
Lazard Asset Management
New York
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
OL
2126
OneFund LLC
Florida
– -$258K -3,239 Closed
ASG
2127
Ariston Services Group
California
– -$257K -3,219 Closed
BFM
2128
Boothbay Fund Management
New York
– -$256K -3,213 Closed
TA
2129
TrueWealth Advisors
Alabama
– -$256K -3,205 Closed
HS
2130
Horan Securities
United States
– -$255K -3,203 Closed
FDDB
2131
Fidelity D&D Bancorp
Pennsylvania
– -$255K -3,198 Closed
RWS
2132
Resolute Wealth Strategies
Mississippi
– -$254K -3,189 Closed
MHIC
2133
Marble Harbor Investment Counsel
Massachusetts
– -$254K -3,185 Closed
DG
2134
DMC Group
Alabama
– -$252K -3,165 Closed
CFO
2135
Callan Family Office
Pennsylvania
– -$252K -3,164 Closed
MWPCG
2136
Measured Wealth Private Client Group
New Hampshire
– -$252K -3,158 Closed
RFS
2137
Retirement Financial Solutions
Tennessee
– -$252K -3,155 Closed
IIM
2138
Ipswich Investment Management
Massachusetts
– -$250K -3,139 Closed
LGA
2139
Lebenthal Global Advisors
New York
– -$250K -3,136 Closed
MWC
2140
MBM Wealth Consultants
Missouri
– -$250K -3,136 Closed
SFS
2141
Sharp Financial Services
Pennsylvania
– -$249K -3,120 Closed
HCM
2142
Howland Capital Management
Massachusetts
– -$246K -3,078 Closed
EW
2143
Evoke Wealth
California
– -$246K -3,078 Closed
AGC
2144
Aspen Grove Capital
Colorado
– -$245K -3,076 Closed
SP
2145
Stonebrook Private
Michigan
– -$244K -3,056 Closed
SWM
2146
Seed Wealth Management
Illinois
– -$243K -3,055 Closed
TWM
2147
Tradition Wealth Management
Minnesota
– -$243K -3,052 Closed
PWP
2148
Private Wealth Partners
California
– -$243K -3,048 Closed
CCM
2149
Chaney Capital Management
Washington
– -$243K -3,046 Closed
PCM
2150
Pointe Capital Management
Michigan
– -$242K -3,038 Closed
84 85
86
87 88