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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 %
AFG
2276
Allegheny Financial Group
Pennsylvania
– – -2,874 Closed
SCM
2277
Saxony Capital Management
Missouri
– – -2,873 Closed
WIA
2278
World Investment Advisors
California
– – -2,839 Closed
CSWG
2279
Cardinal Strategic Wealth Guidance
Kentucky
– – -2,730 Closed
FMI
2280
F/M Investments
District of Columbia
– – -2,719 Closed
NRC
2281
New Republic Capital
North Carolina
– – -2,712 Closed
PIA
2282
Perennial Investment Advisors
California
– – -2,698 Closed
GB
2283
Goepper Burkhardt
South Carolina
– – -2,695 Closed
SWP
2284
Semus Wealth Partners
Florida
– – -2,675 Closed
WA
2285
Win Advisors
Florida
– – -2,668 Closed
BOSSRA
2286
B.O.S.S. Retirement Advisors
Utah
– – -2,632 Closed
TW
2287
Traveka Wealth
California
– – -2,611 Closed
NPP
2288
New Potomac Partners
Maryland
– – -2,610 Closed
PFA
2289
Pure Financial Advisors
California
– – -2,552 Closed
TWP
2290
Tyche Wealth Partners
Texas
– – -2,552 Closed
SMWM
2291
Silvia McColl Wealth Management
California
– – -2,542 Closed
TCMP
2292
Thrive Capital Management (Pennsylvania)
Pennsylvania
– – -2,533 Closed
RCM
2293
Richardson Capital Management
Wisconsin
– – -2,250 Closed
LA
2294
LM Advisors
California
– – -1,942 Closed
SAI
2295
Systematic Alpha Investments
New Jersey
– – -1,904 Closed
A
2296
AJOVista
Massachusetts
– – -1,774 Closed
FWM
2297
Focused Wealth Management
New York
– – -1,636 Closed
AFWM
2298
Abich Financial Wealth Management
Virginia
– – -1,376 Closed
BWM
2299
BKM Wealth Management
Wisconsin
– – -977 Closed
CCA
2300
Criterion Capital Advisors
Tennessee
– – -948 Closed
90 91
92
93 94