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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 %
WG
2201
Wealth Group
North Carolina
– -$215K -2,699 Closed
ST
2202
Somerset Trust
Pennsylvania
– -$215K -2,697 Closed
TNA
2203
True North Advisors
Texas
– -$214K -2,686 Closed
BFA
2204
Beaumont Financial Advisors
Massachusetts
– -$214K -2,682 Closed
CC
2205
Callan Capital
California
– -$214K -2,681 Closed
ONST
2206
Old North State Trust
North Carolina
– -$214K -2,681 Closed
C
2207
Certuity
Florida
– -$213K -2,671 Closed
GP
2208
Girard Partners
Pennsylvania
– -$212K -2,664 Closed
WMA
2209
West Michigan Advisors
Michigan
– -$212K -2,652 Closed
KWM
2210
Kolinsky Wealth Management
New Jersey
– -$211K -2,651 Closed
PIA
2211
Powell Investment Advisors
Florida
– -$210K -2,637 Closed
MCM
2212
Monument Capital Management
Virginia
– -$210K -2,633 Closed
PJWM
2213
Philip James Wealth Mangement
Georgia
– -$210K -2,628 Closed
FI
2214
FWG Investments
Kentucky
– -$210K -2,627 Closed
ST
2215
Sabal Trust
Florida
– -$209K -2,622 Closed
BWA
2216
Bordeaux Wealth Advisors
California
– -$208K -2,610 Closed
1WM
2217
1858 Wealth Management
Ohio
– -$206K -2,605 Closed
BONST
2218
Bank of Nova Scotia Trust
Ontario, Canada
– -$208K -2,602 Closed
CWG
2219
Cornerstone Wealth Group
North Carolina
– -$207K -2,598 Closed
KCPG
2220
Kavar Capital Partners Group
Kansas
– -$207K -2,598 Closed
OWM
2221
OneAscent Wealth Management
Alabama
– -$206K -2,580 Closed
SAM
2222
SignalPoint Asset Management
Missouri
– -$205K -2,576 Closed
CA
2223
Calton & Associates
Florida
– -$205K -2,570 Closed
GFS
2224
GYL Financial Synergies
Connecticut
– -$204K -2,561 Closed
HNWAG
2225
High Net Worth Advisory Group
Florida
– -$203K -2,550 Closed
87 88
89
90 91