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CVS Health
CVS

Overview Fund Activity

2,188 hedge funds and large institutions have $68.8B invested in CVS Health in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 954 increasing their positions, 917 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,188
Holders Change
-66
Holders Change %
-2.93%
% of All Funds
34.51%
Holding in Top 10
43
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-17.31%
% of All Funds
0.68%
New
113
Increased
954
Reduced
917
Closed
165
Calls
$1.39B
Puts
$1.14B
Net Calls
+$256M
Net Calls Change
+$29.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$527M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$390M
3
Dodge & Cox
Dodge & Cox
California
+$236M
4
Barclays
Barclays
United Kingdom
+$187M
5
Deutsche Bank
Deutsche Bank
Germany
+$165M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$1.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$519M
3
VAM
Veritas Asset Management
United Kingdom
-$407M
4
Renaissance Technologies
Renaissance Technologies
New York
-$252M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
551
Prime Capital Investment Advisors
Kansas
$6.17M +$1.01M +14,655 +20%
CC
552
Courier Capital
New York
$6.15M +$2.3M +33,257 +60%
MCM
553
McKinley Capital Management
Alaska
$6.12M -$795K -11,500 -12%
EHC
554
Everett Harris & Co
California
$6.11M -$1.83M -26,401 -23%
MA
555
Menlo Advisors
California
$6.11M +$1.43M +20,626 +30%
NRS
556
Neville Rodie & Shaw
New York
$6.03M -$12.8K -185 -0.2%
TFA
557
Toth Financial Advisory
Virginia
$6.03M -$79.1K -1,144 -1%
1IA
558
1834 Investment Advisors
Wisconsin
$6.02M +$1.64M +23,680 +37%
HEIP
559
Hudson Edge Investment Partners
New Jersey
$6.02M +$871K +12,605 +17%
PCA
560
Pallas Capital Advisors
Massachusetts
$6.01M -$138K -1,934 -2%
PCM
561
Poehling Capital Management
Wisconsin
$6M +$12.6K +182 +0.2%
CWM
562
Compass Wealth Management
Connecticut
$6M -$203K -2,932 -3%
SW
563
SVB Wealth
Massachusetts
$5.98M -$946K -13,680 -14%
BCM
564
Blume Capital Management
California
$5.97M +$1.16M +16,839 +24%
SSB
565
Sandy Spring Bank
Maryland
$5.94M +$180K +2,611 +3%
UB
566
UMB Bank
Missouri
$5.93M -$8.16M -118,090 -58%
PAMG
567
Patton Albertson Miller Group
Tennessee
$5.93M -$264K -3,820 -4%
BWL
568
Bogart Wealth LLC
Virginia
$5.92M +$177K +2,566 +3%
CAM
569
Cubic Asset Management
Massachusetts
$5.9M +$68.6K +993 +1%
HPC
570
HM Payson & Co
Maine
$5.9M -$23.6M -341,887 -80%
SIA
571
Soltis Investment Advisors
Utah
$5.88M +$1.66M +23,983 +39%
GIA
572
GHP Investment Advisors
Colorado
$5.86M +$165K +2,199 +3%
LOPW
573
Live Oak Private Wealth
North Carolina
$5.84M +$170K +2,464 +3%
PAIM
574
Punch & Associates Investment Management
Minnesota
$5.83M -$47.2K -683 -0.8%
GT
575
Glenview Trust
Kentucky
$5.76M +$223K +3,230 +4%
21 22
23
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