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CVS Health
CVS

Overview Fund Activity

2,237 hedge funds and large institutions have $82.7B invested in CVS Health in 2023 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 661 increasing their positions, 1,087 reducing their positions, and 126 closing their positions.

Holders
2,237
Holders Change
+140
Holders Change %
+6.68%
% of All Funds
32.81%
Holding in Top 10
69
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+38%
% of All Funds
1.01%
New
301
Increased
661
Reduced
1,087
Closed
126
Calls
$1.73B
Puts
$1.29B
Net Calls
+$439M
Net Calls Change
+$59.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.83B
2
Capital International Investors
2
Capital International Investors
California
$2.66B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.99B
4
Dodge & Cox
4
Dodge & Cox
California
$2.4B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$212M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$111M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$969M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$253M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$252M
5
Barclays
5
Barclays
United Kingdom
$339M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.29B 117,696,285 +533,659 +0.5%
BlackRock
2
BlackRock
New York
$6.87B 87,022,999 +289,036 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$4.83B 61,230,570 +30,115,866 +97%
State Street
4
State Street
Massachusetts
$4.36B 55,203,124 +1,104,000 +2%
Capital World Investors
5
Capital World Investors
California
$3.2B 40,544,702 +119,631 +0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.99B 37,818,784 +10,331,546 +38%
Capital International Investors
7
Capital International Investors
California
$2.66B 33,691,698 +10,837,801 +47%
Dodge & Cox
8
Dodge & Cox
California
$2.4B 30,413,390 +3,690,408 +14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.93B 24,510,157 +580,027 +2%
Invesco
10
Invesco
Georgia
$1.26B 15,960,058 -135,832 -0.8%
Bank of America
11
Bank of America
North Carolina
$1.2B 15,256,550 -1,153,812 -7%
Norges Bank
12
Norges Bank
Norway
$1.09B 13,830,292 -1,050,195 -7%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$1.09B 13,769,413 -634,339 -4%
Northern Trust
14
Northern Trust
Illinois
$1.08B 13,689,459 -524,837 -4%
Capital Research Global Investors
15
Capital Research Global Investors
California
$1.02B 12,959,525 -473,124 -4%
Goldman Sachs
16
Goldman Sachs
New York
$1.02B 12,866,286 +1,323,379 +11%
Charles Schwab
17
Charles Schwab
California
$993M 12,950,289 +232,464 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$969M 12,275,968 -1,860,952 -13%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$844M 10,685,766 -21,271 -0.2%
Franklin Resources
20
Franklin Resources
California
$834M 10,565,389 +146,378 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$821M 10,399,218 -278,860 -3%
Legal & General Group
22
Legal & General Group
United Kingdom
$778M 9,856,307 +254,354 +3%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$769M 9,744,807 +212,723 +2%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$711M 8,999,928 -543,089 -6%
UBS Group
25
UBS Group
Switzerland
$579M 7,329,518 -364,616 -5%
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