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CVS Health

1,911 hedge funds and large institutions have $60.6B invested in CVS Health in 2024 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 572 increasing their positions, 1,041 reducing their positions, and 368 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.26B

1.83% more ownership

Funds ownership: 79.82%81.65% (+1.8%)

12% less funds holding

Funds holding: 2,1771,911 (-266)

24% less capital invested

Capital invested by funds: $79.9B → $60.6B (-$19.3B)

34% less funds holding in top 10

Funds holding in top 10: 4127 (-14)

45% less repeat investments, than reductions

Existing positions increased: 572 | Existing positions reduced: 1,041

64% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 368

Holders
1,911
Holders Change
-266
Holders Change %
-12.22%
% of All Funds
27.6%
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
572
Reduced
1,041
Closed
368
Calls
$1.63B
Puts
$1.26B
Net Calls
+$367M
Net Calls Change
+$332M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
2151
Boothbay Fund Management
New York
-$256K -3,213 Closed
TA
2152
TrueWealth Advisors
Alabama
-$256K -3,205 Closed
HS
2153
Horan Securities
United States
-$255K -3,203 Closed
FDDB
2154
Fidelity D&D Bancorp
Pennsylvania
-$255K -3,198 Closed
RWS
2155
Resolute Wealth Strategies
Mississippi
-$254K -3,189 Closed
MHIC
2156
Marble Harbor Investment Counsel
Massachusetts
-$254K -3,185 Closed
DG
2157
DMC Group
Alabama
-$252K -3,165 Closed
CFO
2158
Callan Family Office
Pennsylvania
-$252K -3,164 Closed
MWPCG
2159
Measured Wealth Private Client Group
New Hampshire
-$252K -3,158 Closed
RFS
2160
Retirement Financial Solutions
Tennessee
-$252K -3,155 Closed
IIM
2161
Ipswich Investment Management
Massachusetts
-$250K -3,139 Closed
LGA
2162
Lebenthal Global Advisors
New York
-$250K -3,136 Closed
MWC
2163
MBM Wealth Consultants
Missouri
-$250K -3,136 Closed
SFS
2164
Sharp Financial Services
Pennsylvania
-$249K -3,120 Closed
EW
2165
Evoke Wealth
California
-$246K -3,078 Closed
HCM
2166
Howland Capital Management
Massachusetts
-$246K -3,078 Closed
AGC
2167
Aspen Grove Capital
Colorado
-$245K -3,076 Closed
SP
2168
Stonebrook Private
Michigan
-$244K -3,056 Closed
SWM
2169
Seed Wealth Management
Illinois
-$243K -3,055 Closed
TWM
2170
Tradition Wealth Management
Minnesota
-$243K -3,052 Closed
PWP
2171
Private Wealth Partners
California
-$243K -3,048 Closed
CCM
2172
Chaney Capital Management
Washington
-$243K -3,046 Closed
PCM
2173
Pointe Capital Management
Michigan
-$242K -3,038 Closed
RWP
2174
Revolve Wealth Partners
New Jersey
-$242K -3,033 Closed
CFGA
2175
Cambridge Financial Group (Arizona)
Arizona
-$242K -3,029 Closed

CVS Hedge Fund Activity: Q2 2024 in Review

1,911 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q2 2024, worth a combined $60.6B — down 24% from $79.9B a quarter earlier.

Sellers outnumbered buyers: 368 funds closed out of CVS and 132 opened new positions — a net loss of 236 holders — while 1,041 trimmed existing stakes and 572 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.4B. The largest seller was Capital International Investors, cutting an estimated $1.07B.

  • 1,911 institutional investors held CVS Health (CVS) as of Q2 2024, down from 2,177 in Q1 2024.
  • Funds reported $60.6B of CVS Health stock for Q2 2024, down 24% quarter-over-quarter.
  • 132 funds opened new CVS Health positions in Q2 2024 and 368 closed out, a net change of -236 holders.
  • The largest CVS Health buyer in Q2 2024 was Capital Research Global Investors, an estimated $1.4B added.
  • The largest CVS Health seller in Q2 2024 was Capital International Investors, an estimated $1.07B sold.

Based on aggregated 13F filings for Q2 2024.