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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
+$355M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$241M
3
Amundi
Amundi
France
+$233M
4
Goldman Sachs
Goldman Sachs
New York
+$218M
5
Renaissance Technologies
Renaissance Technologies
New York
+$186M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.78B
2
Capital International Investors
Capital International Investors
California
-$1.56B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$314M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$239M
5
State Street
State Street
Massachusetts
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
751
EDMP Inc
Florida
$3.44M -$213K -2,866 -6%
V
752
Veritable
Delaware
$3.44M -$140K -1,884 -4%
LPT
753
Legacy Private Trust
Wisconsin
$3.44M -$259K -3,486 -7%
ASA
754
Armstrong Shaw Associates
Connecticut
$3.43M -$152K -2,049 -4%
PCTC
755
Perkins Coie Trust Company
Washington
$3.41M +$81.6K +1,098 +2%
Bessemer Group
756
Bessemer Group
New Jersey
$3.41M +$91.9K +1,236 +3%
MAM
757
Meeder Asset Management
Ohio
$3.4M +$812K +10,923 +31%
KRSITF
758
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.4M -$101K -1,356 -3%
SCM
759
Stevens Capital Management
Pennsylvania
$3.39M +$1.87M +25,172 +123%
AWA
760
Arkadios Wealth Advisors
Georgia
$3.37M +$241K +3,248 +8%
BIMC
761
Benson Investment Management Company
Virginia
$3.36M +$287K +3,856 +9%
VIM
762
Vinva Investment Management
Australia
$3.36M +$3.36M +44,941 New
IA
763
IFG Advisory
Georgia
$3.35M +$602K +8,098 +22%
DAS
764
Dynamic Advisor Solutions
Arizona
$3.32M +$652K +8,771 +24%
BC
765
Burney Company
Virginia
$3.32M -$164K -2,213 -5%
WFMPM
766
Woodley Farra Manion Portfolio Management
Indiana
$3.3M -$288K -3,877 -8%
SB
767
Strategic Blueprint
Georgia
$3.3M -$161K -2,168 -5%
SIAP
768
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.28M +$204K +2,747 +7%
BOCM
769
Bontempo Ohly Capital Management
Maryland
$3.27M +$496K +6,669 +18%
NSEDCP
770
NJ State Employees Deferred Compensation Plan
New Jersey
$3.25M – – –
CQS
771
Credential Qtrade Securities
$3.25M +$901K +12,125 +38%
SWP
772
Strategic Wealth Partners
Ohio
$3.25M +$447K +6,020 +16%
EM
773
Excalibur Management
Massachusetts
$3.24M -$36K -485 -1%
ATPW
774
Ashton Thomas Private Wealth
Arizona
$3.24M +$637K +8,574 +24%
RA
775
Royce & Associates
New York
$3.23M +$3.23M +43,500 New
29 30
31
32 33