CVS Health
CVS
2,266 hedge funds and large institutions have $80.7B invested in CVS Health in 2023 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 667 increasing their positions, 1,097 reducing their positions, and 126 closing their positions.
144% more first-time investments, than exits
New positions opened: 308 | Existing positions closed: 126
49% more capital inflows, than outflows
Capital inflows: $4.98B | Capital outflows: $3.35B
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
7% more funds holding
Funds holding: 2,119 → 2,266 (+147)
1.49% more ownership
Funds ownership: 77.94% → 79.43% (+1.5%)
39% less repeat investments, than reductions
Existing positions increased: 667 | Existing positions reduced: 1,097
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$771M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$735M |
| 3 |
Neuberger Berman Group
New York
|
+$360M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$263M |
| 5 |
ClearBridge Investments
New York
|
+$163M |
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 |
CVS Hedge Fund Activity: Q4 2023 in Review
2,266 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q4 2023, worth a combined $80.7B — up 15% from $70B a quarter earlier.
Buyers outnumbered sellers: 308 funds opened new CVS positions and 126 closed out — a net gain of 182 holders — while 667 added to existing stakes and 1,097 trimmed.
The largest buyer was Capital International Investors, adding an estimated $771M. The largest seller was Two Sigma Investments, cutting an estimated $137M.
- 2,266 institutional investors held CVS Health (CVS) as of Q4 2023, up from 2,119 in Q3 2023.
- Funds reported $80.7B of CVS Health stock for Q4 2023, up 15% quarter-over-quarter.
- 308 funds opened new CVS Health positions in Q4 2023 and 126 closed out, a net change of +182 holders.
- The largest CVS Health buyer in Q4 2023 was Capital International Investors, an estimated $771M 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.