CVS Health Corporation (CVS) Rose on Improving Execution and Payer Margin Outlook
Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Polaris Capital Management Bernard Horn | 365,200 | $37,779,940 | -30% | 3.56% |
| 2. | HealthInvest Partners AB Anders Hallberg And Carl Bennet | 146,102 | $15,114,251 | +515% | 4.07% |
| 3. | Ardsley Partners Philip Hempleman | 40,000 | $4,138,000 | -53% | 0.43% |
| 4. | Levin Easterly Partners John Murphy | 17,600 | $1,820,720 | 0.09% | |
| 5. | Bailard Inc Thomas Bailard | 11,520 | $1,191,744 | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $53.70 | 24 | $1,288.80 | 24 | 2025-01-23 | Filing | |
| $56.85 | 35 | $1,989.75 | 85 | 2024-10-23 | Filing | |
| $62.24 | 10 | $622.40 | 50 | 2024-10-02 | Filing | |
| $56.47 | 35 | $1,976.45 | 40 | 2024-09-09 | Filing | |
| $63.70 | 1,570 | $100,009.00 | 12,007 | 2025-06-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $93.45 | 370,462 | $34,619,007.07 | 4,824,799 | 2026-05-21 | Filing | |
| $96.28 | 800 | $77,025.52 | 5,195,261 | 2026-05-20 | Filing | |
| $95.67 | 66,881 | $6,398,204.31 | 5,196,061 | 2026-05-20 | Filing | |
| $94.81 | 152,691 | $14,476,038.22 | 5,262,942 | 2026-05-20 | Filing | |
| $93.48 | 797,628 | $74,559,553.50 | 5,415,633 | 2026-05-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,888,884 | $298,855,050 | 0.17% | |
| 2. | 2,295,831 | $237,503,716 | 0.2% | |
| 3. | 2,193,833 | $226,952,024 | 2.81% | |
| 4. | 2,008,760 | $207,806,227 | 0.26% | |
| 5. | 1,776,295 | $183,757,718 | 0.23% |