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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 %
EH
776
Equitable Holdings
New York
$2.96M +$665K +9,615 +29%
RCA
777
Resonant Capital Advisors
Wisconsin
$2.95M -$45.6K -659 -2%
SWP
778
Strategic Wealth Partners
Ohio
$2.95M -$69.3K -1,002 -2%
SAM
779
Smithbridge Asset Management
Pennsylvania
$2.95M -$30.2K -437 -1%
MAM
780
Meeder Asset Management
Ohio
$2.94M -$221K -3,192 -7%
CB
781
Community Bank
New York
$2.94M +$2.07K +30 +0.1%
GWM
782
Graybill Wealth Management
Illinois
$2.93M +$15.3K +221 +0.5%
WFMPM
783
Woodley Farra Manion Portfolio Management
Indiana
$2.93M -$143K -2,074 -5%
AWA
784
Arkadios Wealth Advisors
Georgia
$2.92M -$215K -3,106 -7%
Credit Agricole
785
Credit Agricole
France
$2.91M +$988K +14,296 +51%
GIS
786
Graphene Investments SAS
France
$2.91M – – –
HCA
787
Horan Capital Advisors
Ohio
$2.9M +$46K +665 +2%
NCM
788
Neumann Capital Management
California
$2.89M -$44K -637 -2%
ASA
789
Armstrong Shaw Associates
Connecticut
$2.87M -$318K -4,601 -10%
CQS
790
Credential Qtrade Securities
$2.87M -$155K -2,246 -5%
ACM
791
Argyle Capital Management
Pennsylvania
$2.86M -$41.5K -600 -1%
NEI
792
Northwest & Ethical Investments
Ontario, Canada
$2.85M -$2.12M -30,604 -43%
IC
793
IEQ Capital
California
$2.85M +$537K +7,766 +23%
PT
794
Plimoth Trust
Massachusetts
$2.82M +$222K +3,215 +9%
EF
795
Empirical Finance
Pennsylvania
$2.82M +$290K +4,196 +11%
CIC
796
Cornercap Investment Counsel
Georgia
$2.81M -$124K -1,795 -4%
QCM
797
Quantinno Capital Management
New York
$2.81M -$1.07M -15,544 -28%
CC
798
Cipher Capital
New York
$2.81M +$551K +7,975 +24%
DA
799
DCM Advisors
New York
$2.8M -$1.73M -25,017 -38%
WBC
800
Westpac Banking Corp
Australia
$2.8M -$14.8M -214,372 -84%
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