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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 %
NMIMC
801
Northwestern Mutual Investment Management Company
Wisconsin
$2.8M +$5.19K +75 +0.2%
UA
802
Unison Advisors
District of Columbia
$2.79M +$21.8K +315 +0.8%
RAM
803
Roanoke Asset Management
New Jersey
$2.79M +$126K +1,820 +5%
SCM
804
SOL Capital Management
Maryland
$2.79M +$807K +11,670 +41%
KJHP
805
K.J. Harrison & Partners
Ontario, Canada
$2.78M +$978K +14,200 +54%
CEI
806
Clark Estates Inc
New York
$2.78M +$346K +5,000 +14%
TCPG
807
Trivant Custom Portfolio Group
California
$2.77M +$56.4K +816 +2%
AC
808
Arjuna Capital
North Carolina
$2.72M +$1.41M +20,394 +108%
P
809
Pitcairn
Pennsylvania
$2.71M +$159K +2,294 +6%
BCV
810
Banque Cantonale Vaudoise
Switzerland
$2.7M -$67K -969 -2%
SIAP
811
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.7M -$353K -5,105 -12%
PL
812
Perpetual Ltd
Australia
$2.69M +$127K +1,830 +5%
FMWA
813
Forvis Mazars Wealth Advisors
Missouri
$2.68M +$1.04M +15,062 +64%
VIM
814
Vinva Investment Management
Australia
$2.67M -$416K -6,046 -13%
JWCA
815
J.W. Coons Advisors
Ohio
$2.66M -$335K -4,845 -11%
GWM
816
GSB Wealth Management
Connecticut
$2.66M -$155K -2,247 -6%
RSWM
817
Robertson Stephens Wealth Management
California
$2.66M -$25.7K -372 -1%
FMC
818
First Merchants Corp
Indiana
$2.64M +$38K +550 +1%
IHL
819
Investment House LLC
California
$2.62M -$92.2K -1,333 -3%
SHFP
820
Second Half Financial Partners
Florida
$2.6M +$2.6M +37,591 New
FF
821
Fluent Financial
Texas
$2.59M -$54.8K -792 -2%
HVP
822
Hudson Value Partners
Florida
$2.59M -$183K -2,654 -7%
Wealthfront Advisers
823
Wealthfront Advisers
California
$2.58M -$13.8K -199 -0.5%
FAB
824
First American Bank
Illinois
$2.57M -$74.2K -1,073 -3%
ATPW
825
Ashton Thomas Private Wealth
Arizona
$2.57M -$439K -6,345 -15%
31 32
33
34 35