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CVS Health
CVS

Overview Fund Activity

2,153 hedge funds and large institutions have $79.8B invested in CVS Health in 2024 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 776 increasing their positions, 1,030 reducing their positions, and 178 closing their positions.

Holders
2,153
Holders Change
-84
Holders Change %
-3.76%
% of All Funds
31.22%
Holding in Top 10
41
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-40.58%
% of All Funds
0.59%
New
126
Increased
776
Reduced
1,030
Closed
178
Calls
$1.49B
Puts
$1.46B
Net Calls
+$35.1M
Net Calls Change
-$404M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$3.27B
2
Pzena Investment Management
2
Pzena Investment Management
New York
$443M
3
Capital International Investors
3
Capital International Investors
California
$3.02B
4
Capital World Investors
4
Capital World Investors
California
$3.49B
5
KBC Group
5
KBC Group
Belgium
$199M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.32B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.75B
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$134M
5
Goldman Sachs
5
Goldman Sachs
New York
$806M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
2176
Scion Asset Management
California
– – -65,000 Closed
PCM
2177
Prana Capital Management
Connecticut
– – -59,679 Closed
SCM
2178
Soleus Capital Management
Connecticut
– – -59,500 Closed
CCM
2179
Campbell Capital Management
Florida
– – -57,874 Closed
GWM
2180
Graybill Wealth Management
Illinois
– – -44,329 Closed
GCM
2181
Graham Capital Management
Connecticut
– – -42,262 Closed
SAM
2182
Smithbridge Asset Management
Pennsylvania
– – -39,459 Closed
HVP
2183
Hudson Value Partners
Florida
– – -38,552 Closed
BCB
2184
Brian C. Broderick
– – -38,089 Closed
WMSA
2185
Weiss Multi-Strategy Advisers
New York
– – -34,457 Closed
LWMM
2186
Legacy Wealth Management (Mississippi)
Mississippi
– – -33,617 Closed
FI
2187
FJ Investments
Utah
– – -33,400 Closed
UAM
2188
Unison Asset Management
Florida
– – -32,967 Closed
CIC
2189
Cornercap Investment Counsel
Georgia
– – -32,881 Closed
ACM
2190
Alta Capital Management
Utah
– – -31,401 Closed
PMAM
2191
Penn Mutual Asset Management
Pennsylvania
– – -29,930 Closed
BAM
2192
BOCHK Asset Management
Hong Kong
– – -26,800 Closed
AWA
2193
Arete Wealth Advisors
Illinois
– – -24,214 Closed
HAIM
2194
Hunter Associates Investment Management
Pennsylvania
– – -22,746 Closed
KOC
2195
Koss-Olinger Consulting
Florida
– – -22,603 Closed
COI
2196
Connable Office Inc
Michigan
– – -22,510 Closed
IWS
2197
Insight Wealth Strategies
California
– – -22,255 Closed
CFM
2198
Capricorn Fund Managers
United Kingdom
– – -21,640 Closed
HSA
2199
Hussman Strategic Advisors
Maryland
– – -21,000 Closed
APM
2200
Advanced Portfolio Management
New York
– – -19,940 Closed
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