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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 %
3IP
2226
3Chopt Investment Partners
Virginia
– – -6,342 Closed
CG
2227
Cutler Group
California
$0 4 -6,288 -100%
BFAG
2228
Blackston Financial Advisory Group
Florida
– – -6,263 Closed
NRD
2229
Nebula Research & Development
New York
– – -6,061 Closed
HW
2230
Hamilton Wealth
California
– – -5,945 Closed
MWA
2231
MFA Wealth Advisors
Pennsylvania
– – -5,792 Closed
EFH
2232
Eaton Financial Holdings
Florida
– – -5,583 Closed
CWM
2233
Centurion Wealth Management
Virginia
– – -5,362 Closed
VH
2234
Visionary Horizons
Tennessee
– – -5,329 Closed
CC
2235
Cipher Capital
New York
– – -5,188 Closed
WMA
2236
Wealth Management Associates
New Jersey
– – -5,120 Closed
WCA
2237
Westover Capital Advisors
Delaware
– – -5,012 Closed
WCG
2238
Weaver Consulting Group
California
– – -4,917 Closed
PWP
2239
Precedent Wealth Partners
Texas
– – -4,864 Closed
FNBOO
2240
First National Bank of Omaha
Nebraska
– – -4,482 Closed
RWA
2241
Redhawk Wealth Advisors
Minnesota
– – -4,422 Closed
NED
2242
Nancy E. Dempze
– – -4,372 Closed
HHGC
2243
Hunting Hill Global Capital
New York
– – -4,292 Closed
FDS
2244
First Dallas Securities
Texas
– – -4,250 Closed
GWS
2245
Glassman Wealth Services
Virginia
– – -4,232 Closed
MIH
2246
Meitav Investment House
Israel
– – -4,211 Closed
TI
2247
Truepoint Inc
Ohio
– – -4,123 Closed
CIC
2248
Crawford Investment Counsel
Georgia
– – -4,106 Closed
SI
2249
Saxon Interests
Texas
– – -4,087 Closed
LRPA
2250
L. Roy Papp & Associates
Arizona
– – -4,018 Closed
88 89
90
91 92