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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 %
GWMIA
2301
Global Wealth Management Investment Advisory
Florida
– – -909 Closed
TCWA
2302
Turtle Creek Wealth Advisors
Texas
– – -837 Closed
CC
2303
Centiva Capital
New York
– – -824 Closed
LAM
2304
Lummis Asset Management
Texas
– – -800 Closed
GAMC
2305
Garner Asset Management Corp
Texas
– – -653 Closed
TVAMP
2306
Tennessee Valley Asset Management Partners
Tennessee
– – -632 Closed
ATC
2307
Advantage Trust Company
Kansas
– – -550 Closed
NFA
2308
Northwest Financial Advisors
Virginia
– – -537 Closed
LFA
2309
Livelsberger Financial Advisory
Ohio
– – -480 Closed
SA
2310
Scarborough Advisors
Maryland
– – -474 Closed
TCPG
2311
Trivant Custom Portfolio Group
California
– – -465 Closed
KI
2312
Kapitalo Investimentos
Brazil
– – -456 Closed
AIMA
2313
Ables Iannone Moore & Associates
Georgia
– – -411 Closed
UFF
2314
USA Financial Formulas
Michigan
– – -377 Closed
GG
2315
Greenwood Gearhart
Arkansas
– – -300 Closed
SSG
2316
Summit Securities Group
New York
– – -300 Closed
GPI
2317
General Partner Inc
Pennsylvania
– – -300 Closed
MSWM
2318
McGlone Suttner Wealth Management
Wisconsin
– – -291 Closed
FCMT
2319
Founders Capital Management (Texas)
Texas
– – -200 Closed
LF
2320
Lee Financial
Texas
– – -120 Closed
EAM
2321
Eukles Asset Management
Ohio
– – -120 Closed
HFM
2322
Harvest Fund Management
China
– – -77 Closed
TFG
2323
Team Financial Group
California
– – -53 Closed
GA
2324
GoalVest Advisory
New York
– – -48 Closed
CCMI
2325
Creative Capital Management Investments
California
– – -40 Closed
91 92
93
94 95