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 2021Hillman Value FundBuy3,912112,841$9,576
Q3 2021Olstein Capital ManagementSell-3,000177,000$15,020
Q3 2021Matrix Advisors Value FundBuy1,728341,432$28,974
Q3 2021Matrix Private Capital GroupBuy29120,253$1,719
Q3 2021Muhlenkamp & CoSell-189108,645$9,220
Q2 2021Dodge & Cox Stock FundSell-441,91115,723,074$1,311,933
Q2 2021Renaissance Technologies LLCSell-250,3581,541,095$128,589
Q2 2021Scion Asset ManagementBuy90,000200,000$16,688
Q2 2021Sequoia Financial AdvisorsBuy13,22694,332$7,871
Q2 2021Matrix Advisors Value FundSell-2,930339,704$28,345
Q2 2021Hillman Value FundBuy710108,929$9,089
Q2 2021Hancock Classic ValueBuy5271,235,580$103,097
Q2 2021Muhlenkamp & CoBuy189108,834$9,081
Q2 2021Matrix Private Capital GroupBuy119,962$1,666
Q1 2021Vulcan Value PartnersSell-3,221,5948,751$658
Q1 2021Dodge & Cox Stock FundBuy204,51216,164,985$1,216,092
Q1 2021Sequoia Financial AdvisorsBuy74,56481,106$6,102
Q1 2021Scion Asset ManagementSell-40,000110,000$8,275
Q1 2021Fairholme Capital ManagementBuy35,900147,000$11,059
Q1 2021Renaissance Technologies LLCSell-27,4701,791,453$134,771
Q1 2021Hillman Value FundBuy13,954108,219$8,141
Q1 2021Olstein Capital ManagementBuy11,000180,000$13,541
Q1 2021Matrix Advisors Value FundBuy8,718342,634$25,776
Q1 2021Matrix Private Capital GroupBuy1,57619,961$1,502
Q1 2021Hancock Classic ValueBuy1,0781,235,053$92,913
Q1 2021Muhlenkamp & CoBuy334108,645$9,395
Q4 2020Vulcan Value PartnersBuy178,5003,230,345$220,633
Q4 2020Fairholme Capital ManagementBuy111,100111,100$7,588
Q4 2020Dodge & Cox Stock FundBuy77,62915,960,473$1,090,100
Q4 2020Hancock Classic ValueBuy75,5811,233,975$84,280

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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