CVS icon

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

Top Sellers

1
Capital World Investors
Capital World Investors
California
$2.43B
2
Capital International Investors
Capital International Investors
California
$378M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.67B
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
State Street
State Street
Massachusetts
$4.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
BRM
651
Boston Research & Management
Massachusetts
$4.59M +$66.9K +900 +1%
HL
652
HeadInvest LLC
Maine
$4.59M -$203K -2,734 -4%
EVM
653
Evelyn V. Moreno
$4.57M +$28.2K +379 +0.6%
AMG
654
Advisors Management Group
Wisconsin
$4.57M +$786K +10,574 +21%
SIA
655
Soltis Investment Advisors
Utah
$4.53M +$804K +10,822 +22%
BCM
656
Bourgeon Capital Management
Connecticut
$4.53M +$9.66K +130 +0.2%
CNBT
657
Canandaigua National Bank & Trust
New York
$4.53M +$4.53M +60,893 New
NMERB
658
New Mexico Educational Retirement Board
New Mexico
$4.52M -$149K -2,000 -3%
GCM
659
Garland Capital Management
Washington
$4.51M -$129K -1,730 -3%
BWS
660
Buck Wealth Strategies
Colorado
$4.49M +$4.49M +60,377 New
LNB
661
Ledyard National Bank
$4.48M +$92.7K +1,248 +2%
JPMIA
662
J.P. Marvel Investment Advisors
Massachusetts
$4.48M -$4.54M -61,121 -50%
VFA
663
Valeo Financial Advisors
Indiana
$4.47M +$477K +6,415 +12%
BCM
664
Bayesian Capital Management
New York
$4.46M +$1.85M +24,900 +71%
JC
665
JB Capital
Connecticut
$4.45M +$172K +2,320 +4%
LJHT
666
Laurie J. Hall Trustee
$4.44M +$120K +1,610 +3%
EOJOAM
667
E. Ohman J:or Asset Management
Sweden
$4.41M +$297K +4,000 +7%
Wolverine Trading
668
Wolverine Trading
Illinois
$4.4M -$2.02M -27,086 -32%
PCMK
669
Paragon Capital Management (Kansas)
Kansas
$4.39M -$35.3K -475 -0.8%
FTC
670
Farmers Trust Company
Ohio
$4.38M +$11.1K +150 +0.3%
MPM
671
Meritage Portfolio Management
Kansas
$4.38M +$4.38M +58,887 New
VI
672
Vestcor Inc
New Brunswick, Canada
$4.36M -$8.62K -116 -0.2%
BCM
673
Buckhead Capital Management
Georgia
$4.35M -$3.34M -45,008 -43%
RFM
674
Royal Fund Management
Florida
$4.35M +$205K +2,752 +5%
CIC
675
Carnegie Investment Counsel
Ohio
$4.33M +$194K +2,606 +5%
25 26
27
28 29