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CVS Health
CVS

Overview Fund Activity

2,254 hedge funds and large institutions have $74.3B invested in CVS Health in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 977 increasing their positions, 939 reducing their positions, and 235 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
-139
Holders Change %
-5.81%
% of All Funds
36.08%
Holding in Top 10
52
Holding in Top 10 Change
-66
Holding in Top 10 Change %
-55.93%
% of All Funds
0.83%
New
150
Increased
977
Reduced
939
Closed
235
Calls
$1.34B
Puts
$1.11B
Net Calls
+$227M
Net Calls Change
+$47.2M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$406M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
Amundi
3
Amundi
France
$606M
4
Goldman Sachs
4
Goldman Sachs
New York
$948M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$377M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$2.43B
2
Capital International Investors
2
Capital International Investors
California
$378M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.67B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$0
5
State Street
5
State Street
Massachusetts
$4.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMCH
476
Hartford Investment Management Co (HIMCO)
Connecticut
$8.37M +$969K +13,043 +13%
PI
477
Parkside Investments
Illinois
$8.35M +$255K +3,438 +3%
PP
478
Prudential plc
United Kingdom
$8.34M +$53.7K +723 +0.6%
LOAMS
479
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.33M -$7.31M -98,354 -47%
DWM
480
Dorchester Wealth Management
Quebec, Canada
$8.33M +$448K +6,028 +6%
LBC
481
Lowe Brockenbrough & Co
Virginia
$8.32M +$68.4K +920 +0.8%
AIM
482
Aigen Investment Management
New York
$8.29M +$8.29M +111,611 New
EI
483
Ethic Inc
New York
$8.27M +$4.96M +66,770 +150%
KFP
484
KMG Fiduciary Partners
Ohio
$8.25M +$623K +8,383 +8%
IMCOOI
485
Investment Management Corp of Ontario (IMCO)
Canada
$8.2M +$1.1M +14,790 +15%
NAM
486
NorthCrest Asset Manangement
Minnesota
$8.19M +$2.71M +36,514 +50%
RIL
487
Rothschild Investment LLC
Illinois
$8.18M -$60.4K -813 -0.7%
SMDAM
488
Sumitomo Mitsui DS Asset Management
Japan
$8.13M +$523K +7,035 +7%
BBA
489
BLB&B Advisors
Pennsylvania
$8.13M +$130K +1,748 +2%
ZCM
490
Ziegler Capital Management
Illinois
$8.12M -$107K -1,441 -1%
MIA
491
MainStreet Investment Advisors
Illinois
$8.12M +$428K +5,763 +6%
LI
492
LMCG Investments
Massachusetts
$8.11M -$5.51M -74,160 -40%
PFO
493
Pathstone Family Office
New Jersey
$8.07M -$12.6M -168,596 -61%
TW
494
Transform Wealth
Colorado
$8.07M -$3.94K -53 -0%
CCM
495
Cohen Capital Management
California
$7.99M -$22.3K -300 -0.3%
PFU
496
Parus Finance (UK)
United Kingdom
$7.96M +$226K +3,043 +3%
Daiwa Securities Group
497
Daiwa Securities Group
Japan
$7.94M +$326K +4,386 +4%
B
498
Bailard
California
$7.93M +$56.1K +755 +0.7%
ICM
499
Invenomic Capital Management
Massachusetts
$7.92M +$7.92M +106,643 New
AI
500
Atria Investments
North Carolina
$7.91M -$684K -9,200 -8%
18 19
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