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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 %
MP
2201
McDonald Partners
Ohio
– – -19,327 Closed
HAM
2202
Harmony Asset Management
Arizona
– – -17,715 Closed
AWP
2203
Accretive Wealth Partners
New Jersey
– – -17,245 Closed
Twin Tree Management
2204
Twin Tree Management
Texas
– – -16,846 Closed
GFG
2205
Greystone Financial Group
Michigan
– – -15,127 Closed
SC
2206
Shay Capital
New York
– – -15,000 Closed
CCIA
2207
Campbell & Co Investment Adviser
Maryland
– – -13,900 Closed
DTL
2208
Dynamic Technology Lab
Singapore
– – -12,855 Closed
AWP
2209
Ascent Wealth Partners
New York
– – -12,427 Closed
GAM
2210
Griffin Asset Management
New York
– – -11,503 Closed
CIG
2211
Consolidated Investment Group
Colorado
– – -11,500 Closed
BAM
2212
Blueshift Asset Management
New Jersey
– – -10,975 Closed
EP
2213
Edgestream Partners
New Jersey
– – -10,287 Closed
AHB
2214
Abner Herrman & Brock
New Jersey
– – -10,117 Closed
IF
2215
IRON Financial
Illinois
– – -9,434 Closed
LCWP
2216
Legacy Capital Wealth Partners
Arkansas
– – -8,982 Closed
CWM
2217
Curi Wealth Management
North Carolina
– – -7,991 Closed
PEA
2218
Park Edge Advisors
Ohio
– – -7,974 Closed
CA
2219
Crumly & Associates
Illinois
– – -7,067 Closed
ET
2220
Entropy Technologies
New York
– – -6,975 Closed
OHWA
2221
Oak Hill Wealth Advisors
Virginia
– – -6,950 Closed
LJAC
2222
L.J. Altfest & Co
New York
– – -6,882 Closed
RGF
2223
Retirement Guys Formula
Ohio
– – -6,593 Closed
Optiver Holding
2224
Optiver Holding
Netherlands
– – -6,562 Closed
GIS
2225
Grayhawk Investment Strategies
Alberta, Canada
– – -6,444 Closed
87 88
89
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