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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 %
LG
701
Lane Generational
Massachusetts
$3.75M +$3.75M +54,241 New
SWM
702
SeaCrest Wealth Management
New York
$3.74M +$96.2K +1,392 +3%
NME
703
Notis-McConarty Edward
$3.74M -$52.7K -762 -1%
FIM
704
Fernwood Investment Management
Massachusetts
$3.72M -$39.4K -570 -1%
OAM
705
Ostrum Asset Management
France
$3.72M -$17.8K -257 -0.5%
BCCM
706
Bridge Creek Capital Management
Massachusetts
$3.69M +$205K +2,965 +6%
FCBT
707
First Citizens Bank & Trust
North Carolina
$3.69M +$341K +4,933 +10%
CIC
708
Chilton Investment Company
Connecticut
$3.69M -$2.05M -29,679 -36%
SWS
709
SYSTM Wealth Solutions
Illinois
$3.68M +$272K +3,936 +8%
PCM
710
Parsons Capital Management
Rhode Island
$3.66M -$260K -3,763 -7%
CAM
711
Cozad Asset Management
Illinois
$3.65M -$4.26M -61,655 -54%
SFS
712
Sowell Financial Services
Arkansas
$3.62M +$1.46M +21,080 +67%
AWM
713
Avitas Wealth Management
California
$3.62M +$774K +11,200 +27%
VWA
714
Visionary Wealth Advisors
Illinois
$3.61M +$167K +2,420 +5%
EVM
715
Evelyn V. Moreno
$3.6M -$656K -9,488 -15%
VF
716
Virtu Financial
New York
$3.58M +$1.54M +22,304 +76%
BIMC
717
Benson Investment Management Company
Virginia
$3.57M +$447K +6,466 +14%
NB
718
NBT Bank
New York
$3.57M -$109K -1,574 -3%
SAM
719
Sompo Asset Management
Japan
$3.57M +$1.12M +16,210 +46%
SYBT
720
Stock Yards Bank & Trust
Kentucky
$3.56M +$34.3K +496 +1%
BCFS
721
Butensky & Cohen Financial Security
Florida
$3.54M +$52.1K +753 +1%
GWMIA
722
Global Wealth Management Investment Advisory
Florida
$3.54M +$124K +1,793 +4%
BCM
723
Brookstone Capital Management
Illinois
$3.51M -$47K -680 -1%
DAS
724
Dynamic Advisor Solutions
Arizona
$3.51M +$416K +6,020 +13%
CPA
725
Court Place Advisors
Maryland
$3.51M -$128K -1,846 -4%
27 28
29
30 31