Why this score?See the 9 factors that produced −2 for CVS
HoldLens's ConvictionScore is the sum of 9 factors clamped to −100/+100. Each factor has a known min/max range; the math is deterministic and reproducible. Every input traces to a public SEC filing. Full methodology →
| Factor | Contribution |
|---|---|
| Smart money | +1 |
| Insider activity | -4 |
| Track record | +3 |
| Trend streak | 0 |
| Concentration | +4 |
| Contrarian bonus | 0 |
| 8-K events | 0 |
| Dissent | +6 |
| Crowding | 0 |
| Sum (clamped −100/+100) | −2 |
How to read: emerald = positive contribution to the buy signal; rose = penalty (sellers, crowded ownership, bearish 8-K events). Hover any factor name in the methodology page for the exact formula. Every number is computed at build time from EDGAR filings — no proprietary opinion layer, no editorial scoring. For CVS specifically: 5 buyers vs 10 sellers among the 30 tracked managers.
Ownership breadth · 8 quarters
Breadth flatThe number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →
Smart money activity
Every tracked 13F move on CVS — grouped by quarter, ranked by manager quality.
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.10% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.10% |
Oakmark Funds | 0.10% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.10% |
Oakmark Funds | 0.10% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.30% |
| Portfolio manager | % portfolio |
|---|---|
Fairfax Financial | 7.80% |
Joel GreenblattElite Gotham Asset Management | 0.20% |
Lee AinslieElite Maverick Capital | 0.00% |
| Portfolio manager | % portfolio |
|---|---|
Lee AinslieElite Maverick Capital | 1.30% |
Oakmark Funds | 0.50% |
Joel GreenblattElite Gotham Asset Management | 0.40% |
| Portfolio manager | % portfolio |
|---|---|
Scion Asset Management | 0.00% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
| Insider | Value |
|---|---|
Shulman Douglas H. Director | $141K |
SANSONE GUY P Director | $141K |
ROBBINS LARRY Director | $187K |
Norwalk Leslie V Director | $141K |
Mahoney Michael F Director | $169K |
KIRBY J SCOTT Director | $141K |
Gallina John E Director | $141K |
Finucane Anne A. Director | $150K |
DECOUDREAUX ALECIA A Director | $141K |
Gallina John E Director | $141K |
Mahoney Michael F Director | $169K |
AGUIRRE FERNANDO Director | $152K |
Balser Jeffrey R. Director | $200K |
KIRBY J SCOTT Director | $141K |
Norwalk Leslie V Director | $141K |
SANSONE GUY P Director | $141K |
DECOUDREAUX ALECIA A Director | $141K |
Finucane Anne A. Director | $150K |
BROWN C DAVID II Director | $150K |
Shulman Douglas H. Director | $141K |
ROBBINS LARRY Director | $187K |
Balser Jeffrey R. Director | $200K |
BROWN C DAVID II Director | $150K |
AGUIRRE FERNANDO Director | $152K |
Mandadi Tilak EVP, Chief Exp & Tech Officer | $6.23M |
Mandadi Tilak EVP, Chief Exp & Tech Officer | $6.23M |
Latest news
Recent headlines for CVS — context for the moves above.
Who’s betting biggest on CVS
Each bar is one manager’s position size in CVS as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.
AI thesis
An AI-synthesised investment thesis for CVS, based on the 13F data above. Generated on demand — not stored or pre-computed.
Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the -2 conviction score.
Related smart-money signals
The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.
Sister property: SecFilingDex — the encyclopedic reference for every SEC form variant (13F-HR / 13F-NT / 13F-HR/A) and the regulatory citation behind the data on this page.