CVS HEALTH CORP (CVS) Institutional Ownership Changes & 13F Activity

CVS HEALTH CORP (CVS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Dodge & Cox Stock Fund, Hancock Classic Value, Ariel Appreciation Fund, Renaissance Technologies LLC, and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2022Hillman Value FundSell-96896,342$9,188
Q3 2022Matrix Private Capital GroupSell-81714,912$1,422
Q2 2022Renaissance Technologies LLCBuy1,379,8532,154,672$199,652
Q2 2022Dodge & Cox Stock FundSell-360,56513,709,717$1,270,342
Q2 2022Olstein Capital ManagementSell-23,00076,000$7,042
Q2 2022Fairfax Financial HoldingsSell-11,50015,000$1,390
Q2 2022Sequoia Financial AdvisorsBuy2,283110,908$10,277
Q2 2022Matrix Private Capital GroupSell-1,54515,729$1,457
Q2 2022Hillman Value FundSell-17397,310$9,017
Q2 2022Muhlenkamp & CoSell-114108,923$10,093
Q2 2022Matrix Advisors Value FundBuy54298,996$27,705
Q1 2022Renaissance Technologies LLCBuy586,919774,819$78,419
Q1 2022Dodge & Cox Stock FundSell-543,39014,070,282$1,424,053
Q1 2022Matrix Advisors Value FundSell-45,709298,942$30,256
Q1 2022Olstein Capital ManagementSell-27,00099,000$10,020
Q1 2022Hillman Value FundSell-11,61597,483$9,867
Q1 2022Sequoia Financial AdvisorsSell-5,031108,625$10,994
Q1 2022Matrix Private Capital GroupSell-2,06217,274$1,748
Q1 2022Muhlenkamp & CoBuy404109,037$11,036
Q4 2021Dodge & Cox Stock FundSell-676,55014,613,672$1,507,546
Q4 2021Renaissance Technologies LLCSell-126,472187,900$19,384
Q4 2021Sequoia Financial AdvisorsBuy80,141113,656$11,725
Q4 2021Olstein Capital ManagementSell-51,000126,000$12,998
Q4 2021Hillman Value FundSell-3,743109,098$11,255
Q4 2021Matrix Advisors Value FundBuy3,219344,651$35,554
Q4 2021Matrix Private Capital GroupSell-91719,336$1,995
Q4 2021Muhlenkamp & CoSell-12108,633$11,207
Q3 2021Renaissance Technologies LLCSell-1,226,723314,372$26,678
Q3 2021Dodge & Cox Stock FundSell-432,85215,290,222$1,297,528
Q3 2021Sequoia Financial AdvisorsSell-60,81733,515$2,844

Frequently asked questions about CVS activity

  • Which institutional owners are buying CVS?

    Institutional owners buying CVS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CVS activity?

    "Buy" means an investor increased their reported position in CVS compared to the prior reporting period. This reflects growing exposure to CVS HEALTH CORP (CVS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CVS increasing?

    Institutional interest in CVS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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