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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 %
EI
726
EDMP Inc
Florida
$3.51M +$307K +4,447 +10%
BC
727
Barnett & Company
Tennessee
$3.5M -$55.7K -805 -2%
TCAM
728
Turtle Creek Asset Management
Ontario, Canada
$3.48M +$1.27M +18,400 +58%
CCM
729
Cox Capital Management
Massachusetts
$3.47M +$32.7K +473 +1%
RWA
730
River Wealth Advisors
Pennsylvania
$3.45M +$182K +2,634 +6%
MS
731
Madden Securities
Texas
$3.44M +$3.1M +44,794 +894%
NICM
732
Neo Ivy Capital Management
New York
$3.44M +$3.44M +49,761 New
SIMG
733
Sonora Investment Management Group
Arizona
$3.44M +$7.81K +113 +0.2%
HL
734
HeadInvest LLC
Maine
$3.43M -$1.19M -15,947 -26%
WPW
735
Warther Private Wealth
Ohio
$3.37M +$3.02M +43,705 +856%
KP
736
Keel Point
Alabama
$3.37M +$85K +1,229 +3%
RWM
737
RBA Wealth Management
California
$3.36M +$82.4K +1,192 +3%
LA
738
Legacy Advisors
Pennsylvania
$3.35M -$90.3K -1,306 -3%
VWMG
739
Virginia Wealth Management Group
Virginia
$3.34M -$185K -2,676 -5%
V
740
Veritable
Delaware
$3.33M +$133K +1,929 +4%
Bessemer Group
741
Bessemer Group
New Jersey
$3.33M +$162K +2,339 +5%
SWK
742
Stephen W. Kidder
$3.3M -$44.2K -640 -1%
UH
743
Unigestion Holding
Switzerland
$3.26M -$71.7K -1,043 -2%
HWAM
744
Hennion & Walsh Asset Management
New Jersey
$3.25M -$1.08M -15,676 -25%
PCTC
745
Perkins Coie Trust Company
Washington
$3.25M +$74.7K +1,081 +2%
BCM
746
Bayesian Capital Management
New York
$3.24M -$918K -13,279 -22%
IA
747
IFG Advisory
Georgia
$3.22M +$101K +1,465 +3%
HW
748
Hedeker Wealth
Illinois
$3.21M -$144K -2,077 -4%
ECM
749
Estabrook Capital Management
New York
$3.21M -$48.4K -700 -1%
CTC
750
Central Trust Company
Missouri
$3.19M -$614K -8,876 -16%
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