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
Q1 2020Vulcan Value PartnersSell-1,373,1775,308,715$314,966
Q1 2020Renaissance Technologies LLCBuy1,258,2001,271,253$75,423
Q1 2020Dodge & Cox Stock FundBuy368,38520,863,956$1,237,859
Q1 2020Hancock Classic ValueBuy163,1861,114,976$66,152
Q1 2020Matrix Advisors Value FundBuy28,778328,865$19,512
Q1 2020Torray FundBuy26,59626,596$1,578
Q1 2020Olstein Capital ManagementBuy19,500144,000$8,544
Q1 2020Matrix Private Capital GroupBuy14,03514,035$833
Q1 2020Sequoia Financial AdvisorsBuy5665,299$314
Q1 2020Hillman Value FundSell-28670,920$4,208
Q4 2019Vulcan Value PartnersSell-2,073,0206,681,892$496,398
Q4 2019Renaissance Technologies LLCSell-386,21513,053$970
Q4 2019Dodge & Cox Stock FundSell-357,60120,495,571$1,522,616
Q4 2019Parnassus Endeavor FundBuy111,5388,372,832$622,017
Q4 2019Hillman Value FundBuy71,20671,206$5,290
Q4 2019Olstein Capital ManagementSell-61,800124,500$9,249
Q4 2019Muhlenkamp & CoBuy36,479106,514$7,913
Q4 2019Fairfax Financial HoldingsBuy26,50026,500$1,968
Q4 2019Matrix Advisors Value FundBuy22,178300,087$22,293
Q4 2019Sequoia Financial AdvisorsBuy6624,733$352
Q4 2019Miller Value PartnersSell-350759,225$56,403
Q4 2019Hancock Classic ValueSell-132951,790$70,708
Q4 2019Mairs & Power Growth FundBuy1302,873$213
Q3 2019Parnassus Endeavor FundBuy1,020,9048,261,294$521,040
Q3 2019Hancock Classic ValueBuy236,189951,922$60,038
Q3 2019Renaissance Technologies LLCBuy196,615399,268$25,182
Q3 2019Vulcan Value PartnersSell-171,7198,754,912$552,172
Q3 2019Dodge & Cox Stock FundBuy162,86820,853,172$1,315,210
Q3 2019Muhlenkamp & CoBuy70,03570,035$4,417
Q3 2019Matrix Advisors Value FundBuy27,742277,909$17,528

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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