CVS Health
CVS
2,182 hedge funds and large institutions have $80.1B invested in CVS Health in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 783 increasing their positions, 1,046 reducing their positions, and 179 closing their positions.
2% more call options, than puts
Call options by funds: $1.49B | Put options by funds: $1.46B
0.54% more ownership
Funds ownership: 79.4% → 79.94% (+0.54%)
1% less capital invested
Capital invested by funds: $80.7B → $80.1B (-$569M)
4% less funds holding
Funds holding: 2,263 → 2,182 (-81)
25% less repeat investments, than reductions
Existing positions increased: 783 | Existing positions reduced: 1,046
27% less first-time investments, than exits
New positions opened: 131 | Existing positions closed: 179
41% less funds holding in top 10
Funds holding in top 10: 69 → 41 (-28)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$810M |
| 2 |
Pzena Investment Management
New York
|
+$361M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$323M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$247M |
| 5 |
KBC Group
Brussels,
Belgium
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$259M |
| 2 |
Two Sigma Advisers
New York
|
-$253M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$242M |
| 4 |
Goldman Sachs
New York
|
-$211M |
| 5 |
Neuberger Berman Group
New York
|
-$207M |
CVS Hedge Fund Activity: Q1 2024 in Review
2,182 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q1 2024, worth a combined $80.1B — down 0.71% from $80.7B a quarter earlier.
Sellers outnumbered buyers: 179 funds closed out of CVS and 131 opened new positions — a net loss of 48 holders — while 1,046 trimmed existing stakes and 783 added.
The largest buyer was Dodge & Cox, adding an estimated $810M. The largest seller was Fidelity Investments, cutting an estimated $259M.
- 2,182 institutional investors held CVS Health (CVS) as of Q1 2024, down from 2,263 in Q4 2023.
- Funds reported $80.1B of CVS Health stock for Q1 2024, down 0.71% quarter-over-quarter.
- 131 funds opened new CVS Health positions in Q1 2024 and 179 closed out, a net change of -48 holders.
- The largest CVS Health buyer in Q1 2024 was Dodge & Cox, an estimated $810M added.
- The largest CVS Health seller in Q1 2024 was Fidelity Investments, an estimated $259M sold.
Based on aggregated 13F filings for Q1 2024.