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Recent 13F Filings Reveal CVS Health Sector Insights
In our review of the latest 229 13F filings for the reporting period ending March 31, 2025, we found that 53 funds reported holdings in CVS Health Corporation (Symbol: CVS). This alignment among hedge fund managers suggests a notable interest in the company, warranting further analysis.
It is crucial to remember that 13F filings only capture a fund’s long positions, as these are the only ones required to be disclosed to the SEC. These reports do not reflect any short positions a fund may be taking, which can provide a misleading impression of overall sentiment. A hedge fund might have a short position, while still holding a long position that appears bullish on paper, clouding the full picture of their investment strategy.
By examining groups of 13F filings, particularly when comparing different reporting periods, we can uncover significant trends. Below, we outline the changes in CVS holdings based on the latest 13F data:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| Arrowstreet Capital Limited Partnership | Existing | +1,044,465 | +$74,950 |
| Avestar Capital LLC | NEW | +4,697 | +$318 |
| BNP Paribas Financial Markets | Existing | +1,113,247 | +$138,693 |
| Callodine Capital Management LP | NEW | +290,000 | +$19,648 |
| Clarity Asset Management Inc. | Existing | UNCH | $UNCH |
| Eisler Capital Management Ltd. | Existing | –339,743 | –$22,208 |
| Empire Financial Management Company LLC | Existing | UNCH | +$120 |
| Ensign Peak Advisors Inc | Existing | +488,619 | +$45,003 |
| ExodusPoint Capital Management LP | Existing | –53,579 | +$2,194 |
| F M Investments LLC | Existing | +798 | +$707 |
| First Trust Advisors LP | Existing | –127,310 | +$59,013 |
| Graney & King LLC | Existing | UNCH | +$1 |
| HAP trading LLC | Existing | –56,120 | –$1,014 |
| Landscape Capital Management L.L.C. | Existing | –48,434 | –$590 |
| Lansforsakringar Fondforvaltning AB publ | Existing | –11,537 | +$8,886 |
| OMERS ADMINISTRATION Corp | Existing | –7,705 | +$700 |
| Orion Portfolio Solutions LLC | Existing | UNCH | +$1,233 |
| Public Employees Retirement System of Ohio | Existing | –39,553 | +$11,377 |
| Renaissance Technologies LLC | NEW | +50,000 | +$3,388 |
| Rockefeller Capital Management L.P. | Existing | –61,724 | +$5,487 |
| Royal Fund Management LLC | Existing | –1,266 | +$1,763 |
| Shell Asset Management Co. | Existing | +16,289 | +$1,789 |
| Sig Brokerage LP | Existing | +12,000 | –$285 |
| Susquehanna International Group LLP | Existing | –2,602,558 | –$48,277 |
| State of Wyoming | NEW | +4,289 | +$291 |
| TD Capital Management LLC | Existing | UNCH | +$3 |
| Trustco Bank Corp N Y | Existing | –100 | +$104 |
| Tortoise Investment Management LLC | Existing | +12 | +$51 |
| Trexquant Investment LP | Existing | +97,097 | +$11,942 |
| Visionary Wealth Advisors | Existing | +145 | +$228 |
| Zacks Investment Management | NEW | +3,231 | +$219 |
| Whalerock Point Partners LLC | Existing | +1,207 | +$192 |
| Siemens Fonds Invest GmbH | Existing | +18 | +$1,554 |
| Turtle Creek Asset Management Inc. | Existing | –254,550 | +$27,399 |
| Elo Mutual Pension Insurance Co |
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Recent Hedge Fund Activity in CVS Stocks: Key Insights
| WINTON GROUP Ltd | NEW | +13,985 | +$947 |
| Rakuten Investment Management Inc. | NEW | +115,172 | +$7,733 |
| Fairfax Financial Holdings Ltd. Can | Existing | UNCH | +$62,023 |
| Canada Pension Plan Investment Board | Existing | +123,037 | +$26,511 |
| JDM Financial Group LLC | Existing | –80 | –$2 |
| GKV Capital Management Co. Inc. | NEW | +109 | +$7 |
| Vermillion & White Wealth Management Group LLC | Existing | –65 | +$4 |
| Te Ahumairangi Investment Management Ltd | Existing | –29,802 | +$81 |
| WPG Advisers LLC | Existing | +9 | +$7 |
| Creegan & Nassoura Financial Group LLC | Existing | UNCH | +$694 |
| Dymon Asia Capital Singapore PTE. LTD. | NEW | UNCH | $UNCH |
| &PARTNERS | Existing | +14,992 | +$2,838 |
| Macquarie Group Ltd. | Existing | –3,284,426 | –$114,325 |
| AXA S.A. | Existing | –320,064 | +$2,798 |
| The Manufacturers Life Insurance Company | Existing | –30,311 | +$23,969 |
| Glenview Trust Co. | Existing | UNCH | +$704 |
| Aviva PLC | Existing | +110,346 | +$23,049 |
| Integral Health Asset Management LLC | Existing | –300,000 | –$8,895 |
| Aggregate Change: | –4,030,181 | +$378,017 | |
From the recent data, 16 funds increased their holdings in CVS from December 31, 2024, to March 31, 2025. In contrast, 20 funds reduced their stakes, with 9 new positions recorded. Notably, Mission Creek Capital Partners Inc., Oarsman Capital Inc., REAP Financial Group LLC, and 111 Capital exited their CVS positions as recorded on March 31, 2025.
Examining a broader scope, we aggregated CVS shareholding across all funds as of March 31, 2025, from a total of 6,128. In comparison to holdings from December 31, 2024, the funds increased their collective CVS shares by 29,489,688, rising from 800,104,491 to 829,594,179. This accounts for an approximate increase of 3.69%. The top three funds holding CVS on March 31, 2025, were noted as follows:
We will continue to track the latest 13F filings by hedge fund managers and identify insightful trends derived from aggregate data between filing periods. While individual filings may present a skewed perspective due to their long-only nature, examining total shares held by groups of funds provides more accurate insights and potential stock ideas worth further investigation, such as CVS Health Corporation (Symbol: CVS).
The views and opinions expressed herein are those of the author and do not necessarily reflect those of Nasdaq, Inc.
