
What smart money is saying about CVS Health Corp.
1 fund in our archive has pitched CVS Health Corp. — most recently Patient Capital in December 2024.
CVS Health Corporation provides health services in the United States. The company's Health Care Benefits segment offers traditional, voluntary, and consumer-directed health insurance products and related services. It serves employer groups, individuals, college students, part-time and hourly workers, health plans, health care providers, governmental units, government-sponsored plans, labor groups, and expatriates. Its Pharmacy Services segment offers pharmacy benefit management solutions, including plan design and administration, formulary management, retail pharmacy network management, mail order pharmacy, specialty pharmacy and infusion, clinical, and disease and medical spend management services. It serves employers, insurance companies, unions, government employee groups, health plans, prescription drug plans, Medicaid managed care plans, plans offered on public health insurance and private health insurance exchanges, other sponsors of health benefit plans, and individuals. This segment operates retail specialty pharmacy stores; and specialty mail-order, mail-order dispensing, and compounding pharmacies, as well as branches for infusion and enteral nutrition services. The company's Retail/LTC segment sells prescription and over-the-counter drugs, consumer health and beauty products, and personal care products; and provides health care services through its MinuteClinic walk-in medical clinics. This segment also distributes prescription drugs; and provides related pharmacy consulting and other ancillary services to care facilities and other care settings. As of December 31, 2021, it operated approximately 9,900 retail locations and 1,200 MinuteClinic locations, as well as online retail pharmacy websites, LTC pharmacies, and onsite pharmacies. The company was formerly known as CVS Caremark Corporation and changed its name to CVS Health Corporation in September 2014. CVS Health Corporation was founded in 1963 and is headquartered in Woonsocket, Rhode Island.
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Position history
Between Q4 2024 and Q2 2026, 1 fund letter reported a position in CVS Health Corp., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- HoldsClearBridge Investments Value StrategyJune 2026
“with CVS Health and UnitedHealth Group benefiting from improved sentiment toward managed care.”
Read the letterCVS Health Corp.
Also mentioned · 1
These funds discuss CVS Health Corp. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedClearBridge Investments Dividend StrategyJune 2026
“Shares of CVS Health rose as earnings recovered significantly in its health insurance segment.”
Read the letterCVS Health Corp.
Fund coverage · 1 thesis
- Patient CapitalDecember 2024
CVS Health Corp. is undergoing a turnaround with management upgrades and a clear pathway to improving margins, leveraging its diverse healthcare assets while offering an attractive 5.8% dividend yield.
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