CVS Health
CVS
1,668 hedge funds and large institutions have $47.3B invested in CVS Health in 2024 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 370 increasing their positions, 930 reducing their positions, and 368 closing their positions.
23% more call options, than puts
Call options by funds: $1.7B | Put options by funds: $1.38B
2.23% more ownership
Funds ownership: 81.08% → 83.3% (+2.2%)
9% less funds holding
Funds holding: 1,840 → 1,668 (-172)
26% less capital invested
Capital invested by funds: $64B → $47.3B (-$16.7B)
37% less first-time investments, than exits
New positions opened: 232 | Existing positions closed: 368
52% less funds holding in top 10
Funds holding in top 10: 27 → 13 (-14)
60% less repeat investments, than reductions
Existing positions increased: 370 | Existing positions reduced: 930
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$719M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$618M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$397M |
| 4 |
Pzena Investment Management
New York
|
+$363M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$239M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$263M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$248M |
| 3 |
Goldman Sachs
New York
|
-$245M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$176M |
| 5 |
SHCM
Sachem Head Capital Management
New York
|
-$162M |
CVS Hedge Fund Activity: Q4 2024 in Review
1,668 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q4 2024, worth a combined $47.3B — down 26% from $64B a quarter earlier.
Sellers outnumbered buyers: 368 funds closed out of CVS and 232 opened new positions — a net loss of 136 holders — while 930 trimmed existing stakes and 370 added.
The largest buyer was Capital World Investors, adding an estimated $719M. The largest seller was Morgan Stanley, cutting an estimated $263M.
- 1,668 institutional investors held CVS Health (CVS) as of Q4 2024, down from 1,840 in Q3 2024.
- Funds reported $47.3B of CVS Health stock for Q4 2024, down 26% quarter-over-quarter.
- 232 funds opened new CVS Health positions in Q4 2024 and 368 closed out, a net change of -136 holders.
- The largest CVS Health buyer in Q4 2024 was Capital World Investors, an estimated $719M added.
- The largest CVS Health seller in Q4 2024 was Morgan Stanley, an estimated $263M sold.
Based on aggregated 13F filings for Q4 2024.