CVS icon

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 %
HCM
2226
Hengehold Capital Management
Ohio
– -$203K -2,550 Closed
IA
2227
IFG Advisors
Missouri
– -$203K -2,541 Closed
OTL
2228
Oak Thistle LLC
New York
– -$203K -2,540 Closed
KCM
2229
KRS Capital Management
Michigan
– -$202K -2,530 Closed
LCM
2230
LVM Capital Management
Michigan
– -$201K -2,521 Closed
LIWM
2231
Long Island Wealth Management
New York
– -$201K -2,519 Closed
QFA
2232
Quantum Financial Advisors
California
– -$200K -2,508 Closed
TC
2233
Truvestments Capital
Florida
– -$186K -2,327 Closed
ICM
2234
Islay Capital Management
Texas
– -$170K -2,133 Closed
GFL
2235
Granite FO LLC
New Hampshire
– -$121K -2,120 Closed
CBT
2236
CoreFirst Bank & Trust
Kansas
– -$144K -1,804 Closed
SFFS
2237
Stonehage Fleming Financial Services
Jersey
– -$132K -1,775 Closed
TCA
2238
Trifecta Capital Advisors
Illinois
– -$120K -1,500 Closed
FMB
2239
Field & Main Bank
Kentucky
– -$100K -1,260 Closed
AS
2240
AM Squared
Hong Kong
– -$63.8K -800 Closed
RA
2241
Rational Advisors
New York
– -$60.7K -761 Closed
FFWA
2242
FRG Family Wealth Advisors
Washington
– -$50.4K -745 Closed
NC
2243
nVerses Capital
Florida
– -$39.9K -500 Closed
QL
2244
Quarry LP
New York
– -$23.8K -299 Closed
QPBE
2245
Quintet Private Bank (Europe)
Luxembourg
– -$24.5K -267 Closed
LF
2246
LifeSteps Financial
California
– -$16.9K -212 Closed
FSWA
2247
Financial Synergies Wealth Advisors
Texas
– -$13K -163 Closed
DCP
2248
Distillate Capital Partners
Illinois
– -$12.7K -159 Closed
MAWCM
2249
Mine & Arao Wealth Creation & Management
California
– -$12.7K -159 Closed
CAM
2250
Close Asset Management
United Kingdom
– -$10K -128 Closed
87 88 89
90
91