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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 %
OTPPB
801
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.98M +$513K +6,905 +21%
HVP
802
Hudson Value Partners
Florida
$2.98M +$19.6K +264 +0.7%
BCV
803
Banque Cantonale Vaudoise
Switzerland
$2.98M -$74.5K -1,002 -2%
UA
804
Unison Advisors
District of Columbia
$2.98M +$24.8K +334 +0.8%
TPCW
805
TD Private Client Wealth
New York
$2.96M +$8.47K +114 +0.3%
JWM
806
Jupiter Wealth Management
Colorado
$2.93M -$204K -2,750 -7%
KF
807
Krilogy Financial
Missouri
$2.93M +$875K +11,770 +43%
TCPG
808
Trivant Custom Portfolio Group
California
$2.92M +$2.92M +39,313 New
IHL
809
Investment House LLC
California
$2.91M -$1.07M -14,466 -27%
WSC
810
Wellington Shields & Co
New York
$2.91M -$81.5K -1,097 -3%
ST
811
Spinnaker Trust
Maine
$2.91M +$147K +1,980 +5%
VRM
812
Vectors Research Management
New York
$2.9M -$43.2K -582 -1%
TRCT
813
Tower Research Capital (TRC)
New York
$2.89M -$405K -5,449 -12%
GT
814
Greenleaf Trust
Michigan
$2.88M -$11.6K -156 -0.4%
RSWM
815
Robertson Stephens Wealth Management
California
$2.88M -$417K -5,612 -13%
RAM
816
Roanoke Asset Management
New Jersey
$2.86M -$74 -1 -0%
FAB
817
First American Bank
Illinois
$2.85M -$101K -1,361 -3%
SGA
818
Sector Gamma AS
Norway
$2.85M -$381K -5,133 -12%
FF
819
Fluent Financial
Texas
$2.84M +$2.84M +38,278 New
AFA
820
AllGen Financial Advisors
Florida
$2.83M +$762K +10,253 +37%
SS
821
Simplicity Solutions
Minnesota
$2.82M +$1.57M +21,095 +125%
YIH
822
Y-Intercept (HK)
Hong Kong
$2.81M +$1.25M +16,792 +80%
MFG
823
MidWestOne Financial Group
Iowa
$2.81M +$507K +6,818 +22%
FMC
824
First Merchants Corp
Indiana
$2.8M +$43.6K +587 +2%
PT
825
Plimoth Trust
Massachusetts
$2.79M +$143K +1,926 +5%
31 32
33
34 35