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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 %
AWM
2176
Aberdeen Wealth Management
Illinois
– -$229K -2,874 Closed
AO
2177
Advisor OS
Illinois
– -$229K -2,872 Closed
ARC
2178
Advisor Resource Council
Texas
– -$226K -2,860 Closed
FWP
2179
Falcon Wealth Planning
California
– -$228K -2,860 Closed
PCA
2180
Prosperity Capital Advisors
Ohio
– -$227K -2,850 Closed
CNWM
2181
Clay Northam Wealth Management
California
– -$227K -2,845 Closed
RZH
2182
Relyea Zuckerberg Hanson
Connecticut
– -$226K -2,834 Closed
CDH
2183
Charles D. Hyman
– -$225K -2,818 Closed
NC
2184
NBW Capital
Massachusetts
– -$225K -2,816 Closed
SPC
2185
Spirepoint Private Client
Florida
– -$225K -2,815 Closed
PSP
2186
Pacific Sage Partners
Washington
– -$224K -2,813 Closed
AWA
2187
Amplius Wealth Advisors
Pennsylvania
– -$224K -2,805 Closed
WAS
2188
Wealth Advisory Solutions
Indiana
– -$224K -2,804 Closed
VF
2189
Vest Financial
Virginia
– -$223K -2,793 Closed
RWMH
2190
Riverpoint Wealth Management Holdings
Illinois
– -$222K -2,788 Closed
FL
2191
Fort LP
Maryland
– -$221K -2,769 Closed
TA
2192
TFG Advisers
Michigan
– -$220K -2,753 Closed
SDAM
2193
Shulman DeMeo Asset Management
New York
– -$219K -2,751 Closed
GFA
2194
Gallagher Fiduciary Advisors
Illinois
– -$219K -2,745 Closed
OFS
2195
Orrstown Financial Services
Pennsylvania
– -$217K -2,724 Closed
PFC
2196
Phocas Financial Corp
California
– -$216K -2,705 Closed
WA1
2197
Wimmer Associates 1
California
– -$216K -2,705 Closed
CIG
2198
Cascade Investment Group
Colorado
– -$216K -2,705 Closed
CMS
2199
Capital Market Strategies
Florida
– -$216K -2,702 Closed
NJBEST
2200
New Jersey Better Educational Savings Trust
New Jersey
– -$215K -2,700 Closed
86 87
88
89 90