Question 1

Which hedge funds and institutional investors hold CVS?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for CVS shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for CVS whale holdings?

Accepted Answer

Conviction level reflects how significant CVS is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to CVS, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for CVS?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about CVS?

Accepted Answer

QoQ changes for CVS show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Capital World	77.2M	$5.5B	0.8%	$732.9B
State Street	59.3M	$4.3B	0.1%	$2896.4B
Dodge & Cox	51.8M	$3.7B	2.0%	$182.0B
Capital Research	20.0M	$1.4B	0.2%	$644.6B
Pzena	13.5M	$969.5M	3.1%	$30.8B
Davis Advisors	12.2M	$879.1M	4.0%	$21.8B
ClearBridge	8.7M	$626.7M	0.5%	$114.9B
Glenview Capital	8.2M	$588.7M	14.8%	$4.0B
Arrowstreet	6.2M	$446.7M	0.2%	$184.8B
Citadel	5.4M	$389.8M	0.1%	$618.5B
Geode Capital	4.1M	$293.1M	0.0%	$1607.5B
Hotchkis & Wiley	2.8M	$200.7M	0.6%	$32.4B
Fairfax	2.7M	$194.8M	10.0%	$1.9B
PRIMECAP	2.4M	$172.0M	0.1%	$127.0B
Citadel	2.0M	$145.2M	0.0%	$618.5B
Citadel	2.0M	$140.2M	0.0%	$618.5B
Adage Capital	1.6M	$114.7M	0.2%	$64.8B
Brandes	1.3M	$96.1M	0.7%	$14.1B
Balyasny	1.2M	$85.5M	0.1%	$77.1B
Millennium	968.0K	$69.5M	0.0%	$240.3B
Jennison	928.1K	$66.7M	0.0%	$145.4B
DE Shaw	792.4K	$56.9M	0.0%	$166.3B
Tudor	681.8K	$49.0M	0.1%	$53.9B
Marshall Wace	651.2K	$46.8M	0.0%	$100.4B
GMO	634.8K	$45.6M	0.1%	$39.1B
Bridgewater	618.4K	$44.4M	0.2%	$22.4B
American Century	609.8K	$43.8M	0.0%	$194.3B
Man Group	606.8K	$43.6M	0.1%	$55.1B
Millennium	603.1K	$43.3M	0.0%	$240.3B
DFA	498.2K	$35.8M	0.0%	$481.4B
Harris (Oakmark)	494.1K	$35.5M	0.0%	$75.0B
WorldQuant	399.3K	$28.7M	0.1%	$25.9B
Renaissance Tech	263.2K	$18.9M	0.0%	$63.9B
Gabelli	259.7K	$18.7M	0.1%	$14.8B
Balyasny	241.9K	$17.4M	0.0%	$77.1B
Gotham Asset	196.1K	$14.1M	0.0%	$32.7B
Millennium	194.4K	$14.0M	0.0%	$240.3B
Senator Inv Group	175.0K	$12.6M	0.6%	$2.2B
DE Shaw	152.5K	$11.0M	0.0%	$166.3B
Samlyn	147.7K	$10.6M	0.2%	$5.9B
ExodusPoint	138.7K	$10.0M	0.1%	$12.4B
Epoch	126.9K	$9.1M	0.1%	$16.5B
Point72	118.4K	$8.5M	0.0%	$78.1B
Wellington	110.0K	$7.9M	0.0%	$535.5B
Winton	103.1K	$7.4M	0.3%	$2.9B
Tudor	101.2K	$7.3M	0.0%	$53.9B
Fisher Investments	88.4K	$6.3M	0.0%	$294.9B
Brevan Howard	75.2K	$5.4M	0.0%	$11.3B
Point72	71.7K	$5.1M	0.0%	$78.1B
Robeco	61.8K	$4.4M	0.1%	$4.7B
Balyasny	53.8K	$3.9M	0.0%	$77.1B
Northern Trust	36.4K	$2.6M	0.0%	$756.6B
Tudor	28.2K	$2.0M	0.0%	$53.9B
Kayne Anderson	28.0K	$2.0M	0.0%	$34.0B
Schonfeld	27.3K	$2.0M	0.0%	$14.2B
BlackRock	26.2K	$1.9M	—	$5723.5B
Segall Bryant	22.3K	$1.6M	0.0%	$7.0B
DE Shaw	19.5K	$1.4M	0.0%	$166.3B
Tweedy Browne	19.1K	$1.4M	0.1%	$1.3B
Neuberger Berman (Eisman)	16.4K	$1.2M	0.0%	$131.4B
AQR Capital	15.6K	$1.1M	0.0%	$218.4B
Two Sigma	14.6K	$1.0M	0.0%	$123.9B
Maverick Capital	9.5K	$680K	0.0%	$8.7B
Aristeia	8.1K	$579K	0.0%	$4.8B
Two Sigma	6.5K	$467K	0.0%	$123.9B
Schonfeld	6.0K	$428K	0.0%	$14.2B
LSV	4.5M	$323K	0.7%	$46.4M
Fidelity (FMR)	3.6K	$255K	—	$1898.4B
Franklin Templeton	2.9K	$205K	0.0%	$408.3B
Acadian	265.2K	$19K	0.0%	$70.5M
Invesco	234	$17K	—	$653.3B

CVS

Who Holds CVS