CVS Health
CVS
2,204 hedge funds and large institutions have $68.9B invested in CVS Health in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 960 increasing their positions, 921 reducing their positions, and 165 closing their positions.
23% more call options, than puts
Call options by funds: $1.39B | Put options by funds: $1.14B
4% more repeat investments, than reductions
Existing positions increased: 960 | Existing positions reduced: 921
1.04% less ownership
Funds ownership: 78.89% → 77.84% (-1%)
3% less funds holding
Funds holding: 2,268 → 2,204 (-64)
7% less capital invested
Capital invested by funds: $74.4B → $68.9B (-$5.45B)
17% less funds holding in top 10
Funds holding in top 10: 52 → 43 (-9)
30% less first-time investments, than exits
New positions opened: 115 | Existing positions closed: 165
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$543M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$401M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$243M |
| 4 |
Barclays
London,
United Kingdom
|
+$193M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$170M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$1.15B |
| 2 |
JP Morgan Chase
New York
|
-$534M |
| 3 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$419M |
| 4 |
Renaissance Technologies
New York
|
-$259M |
| 5 |
Bank of New York Mellon
New York
|
-$179M |
CVS Hedge Fund Activity: Q2 2023 in Review
2,204 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q2 2023, worth a combined $68.9B — down 7.3% from $74.4B a quarter earlier.
Sellers outnumbered buyers: 165 funds closed out of CVS and 115 opened new positions — a net loss of 50 holders — while 921 trimmed existing stakes and 960 added.
The largest buyer was Fidelity Investments, adding an estimated $543M. The largest seller was OFI Invest Asset Management, cutting an estimated $1.15B.
- 2,204 institutional investors held CVS Health (CVS) as of Q2 2023, down from 2,268 in Q1 2023.
- Funds reported $68.9B of CVS Health stock for Q2 2023, down 7.3% quarter-over-quarter.
- 115 funds opened new CVS Health positions in Q2 2023 and 165 closed out, a net change of -50 holders.
- The largest CVS Health buyer in Q2 2023 was Fidelity Investments, an estimated $543M added.
- The largest CVS Health seller in Q2 2023 was OFI Invest Asset Management, an estimated $1.15B sold.
Based on aggregated 13F filings for Q2 2023.