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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 %
RWP
2151
Revolve Wealth Partners
New Jersey
– -$242K -3,033 Closed
BFA
2152
Bragg Financial Advisors
North Carolina
– -$241K -3,021 Closed
BWM
2153
Brown Wealth Management
Illinois
– -$240K -3,014 Closed
VIP
2154
Vista Investment Partners
Oklahoma
– -$240K -3,011 Closed
FMTC
2155
Farmers & Merchants Trust Company
California
– -$239K -3,002 Closed
CA
2156
Carson Advisory
Georgia
– -$239K -2,998 Closed
APIM
2157
Agate Pass Investment Management
Washington
– -$239K -2,992 Closed
CWS
2158
Cypress Wealth Services
California
– -$237K -2,976 Closed
AWE
2159
Avidian Wealth Enterprises
Texas
– -$237K -2,971 Closed
ACIM
2160
Azimuth Capital Investment Management
Michigan
– -$237K -2,970 Closed
SIM
2161
Stratos Investment Management
Ohio
– -$237K -2,966 Closed
MW
2162
MBL Wealth
North Carolina
– -$236K -2,961 Closed
PRI
2163
Prepared Retirement Institute
Pennsylvania
– -$236K -2,958 Closed
MCWS
2164
McKinley Carter Wealth Services
West Virginia
– -$236K -2,955 Closed
NPT
2165
Nixon Peabody Trust
Massachusetts
– -$235K -2,945 Closed
HFP
2166
Holistic Financial Partners
Indiana
– -$235K -2,944 Closed
BWP
2167
BSW Wealth Partners
Colorado
– -$233K -2,923 Closed
MFG
2168
Magnus Financial Group
New York
– -$233K -2,922 Closed
AFAS
2169
Acorn Financial Advisory Services
Virginia
– -$233K -2,919 Closed
TIA
2170
Tiemann Investment Advisors
California
– -$232K -2,914 Closed
EWM
2171
Empirical Wealth Management
Washington
– -$232K -2,911 Closed
MTWM
2172
Masso Torrence Wealth Management
New Jersey
– -$232K -2,906 Closed
BHPW
2173
Beverly Hills Private Wealth
California
– -$231K -2,899 Closed
HA
2174
Harfst & Associates
Wyoming
– -$231K -2,898 Closed
WCM
2175
Wedge Capital Management
North Carolina
– -$229K -2,874 Closed
85 86
87
88 89