CVS Health
CVS
2,257 hedge funds and large institutions have $82.8B invested in CVS Health in 2023 Q4 according to their latest regulatory filings, with 305 funds opening new positions, 666 increasing their positions, 1,094 reducing their positions, and 126 closing their positions.
142% more first-time investments, than exits
New positions opened: 305 | Existing positions closed: 126
35% more funds holding in top 10
Funds holding in top 10: 51 → 69 (+18)
34% more call options, than puts
Call options by funds: $1.73B | Put options by funds: $1.29B
18% more capital invested
Capital invested by funds: $70B → $82.8B (+$12.9B)
7% more funds holding
Funds holding: 2,113 → 2,257 (+144)
3.66% more ownership
Funds ownership: 77.9% → 81.56% (+3.7%)
39% less repeat investments, than reductions
Existing positions increased: 666 | Existing positions reduced: 1,094
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.14B |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$771M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$735M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$263M |
| 5 |
Neuberger Berman Group
New York
|
+$169M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$137M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$132M |
| 3 |
Two Sigma Advisers
New York
|
-$123M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$116M |
| 5 |
Barclays
London,
United Kingdom
|
-$115M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
2376
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$18.3K | -262 | Closed |
|
|
CA
2377
Crewe Advisors
Salt Lake City,
Utah
| – | -$14.7K | -210 | Closed |
|
|
FAM
2378
Flaharty Asset Management
Clearwater,
Florida
| – | -$13.6K | -195 | Closed |
|
|
PMAM
2379
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| – | -$12K | -160 | Closed |
|
|
IAS
2380
IMA Advisory Services
Denver,
Colorado
| – | -$7.75K | -111 | Closed |
|
|
AWA
2381
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$7.05K | -101 | Closed |
|
|
HWP
2382
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| – | -$4.47K | -64 | Closed |
|
|
NL
2383
NVWM LLC
Yardley,
Pennsylvania
| – | -$3.49K | -50 | Closed |
|
|
BFP
2384
Briaud Financial Planning
College Station,
Texas
| – | -$1K | -17 | Closed |
|
CVS Hedge Fund Activity: Q4 2023 in Review
2,257 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q4 2023, worth a combined $82.8B — up 18% from $70B a quarter earlier.
Buyers outnumbered sellers: 305 funds opened new CVS positions and 126 closed out — a net gain of 179 holders — while 666 added to existing stakes and 1,094 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.14B. The largest seller was Two Sigma Investments, cutting an estimated $137M.
- 2,257 institutional investors held CVS Health (CVS) as of Q4 2023, up from 2,113 in Q3 2023.
- Funds reported $82.8B of CVS Health stock for Q4 2023, up 18% quarter-over-quarter.
- 305 funds opened new CVS Health positions in Q4 2023 and 126 closed out, a net change of +179 holders.
- The largest CVS Health buyer in Q4 2023 was Morgan Stanley, an estimated $2.14B added.
- The largest CVS Health seller in Q4 2023 was Two Sigma Investments, an estimated $137M sold.
Based on aggregated 13F filings for Q4 2023.