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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 %
IP
2251
Ignite Planners
California
– – -4,007 Closed
RFN
2252
RDA Financial Network
Iowa
– – -3,983 Closed
GA
2253
Greytown Advisors
Florida
– – -3,918 Closed
CPSC
2254
Carl P. Sherr & Co
Massachusetts
– – -3,802 Closed
LWM
2255
Laidlaw Wealth Management
New York
– – -3,784 Closed
AAM
2256
Aureus Asset Management
Massachusetts
– – -3,773 Closed
TC
2257
Trilogy Capital
California
– – -3,639 Closed
CIP
2258
Chartwell Investment Partners
Pennsylvania
– – -3,625 Closed
SM
2259
Sciencast Management
New Jersey
– – -3,612 Closed
EWM
2260
Edge Wealth Management
New York
– – -3,590 Closed
RP
2261
Riverwater Partners
Wisconsin
– – -3,390 Closed
SCA
2262
Sandy Cove Advisors
Massachusetts
– – -3,367 Closed
PCIG
2263
Partners Capital Investment Group
Massachusetts
– – -3,311 Closed
Tudor Investment Corp
2264
Tudor Investment Corp
Connecticut
– – -3,305 Closed
ACM
2265
Alethea Capital Management
Washington
– – -3,300 Closed
SFS
2266
Strategic Financial Services
New York
– – -3,246 Closed
BBNA
2267
Bremer Bank National Association
Minnesota
– – -3,232 Closed
SI
2268
Seeds Investor
New York
– – -3,137 Closed
Financial Engines Advisors
2269
Financial Engines Advisors
California
– – -3,119 Closed
GCIM
2270
Gunn & Company Investment Management
Florida
– – -3,118 Closed
CPC
2271
Congress Park Capital
New York
– – -3,050 Closed
GCIA
2272
Gabelli & Co Investment Advisers
New York
– – -3,000 Closed
TAM
2273
Townsend Asset Management
North Carolina
– – -2,946 Closed
LF
2274
Lantz Financial
Illinois
– – -2,912 Closed
SSW
2275
Stone Summit Wealth
Florida
– – -2,900 Closed
89 90
91
92 93