CVS icon

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 %
WWM
826
Western Wealth Management
Colorado
$2.79M +$5.72K +77 +0.2%
CT
827
Chicago Trust
Illinois
$2.79M -$535K -7,199 -16%
IUHSA
828
Itau Unibanco Holding S.A.
Brazil
$2.79M +$2.49M +33,518 +837%
Wealthfront Advisers
829
Wealthfront Advisers
California
$2.79M -$2.84M -38,190 -50%
CIA
830
Choate Investment Advisors
Massachusetts
$2.78M +$326K +4,386 +13%
KWM
831
Kingsview Wealth Management
Oregon
$2.78M -$163K -2,193 -6%
EFS
832
Essex Financial Services
Connecticut
$2.77M -$112K -1,505 -4%
IAN
833
Integrated Advisors Network
Texas
$2.77M +$353K +4,747 +15%
IMOV
834
Investment Management of Virginia
Virginia
$2.77M -$173K -2,325 -6%
CM
835
Caption Management
Oklahoma
$2.76M -$1.25M -16,800 -31%
PL
836
Perpetual Ltd
Australia
$2.76M +$2.76M +37,111 New
ECM
837
Elgethun Capital Management
South Dakota
$2.75M -$491K -6,461 -15%
P
838
Pitcairn
Pennsylvania
$2.75M +$45K +605 +2%
JHCP
839
Jackson Hole Capital Partners
Oklahoma
$2.74M +$43.2K +576 +2%
PTCG
840
Pring Turner Capital Group
California
$2.74M +$7.43K +100 +0.3%
3IP
841
3Chopt Investment Partners
Virginia
$2.73M -$134K -1,807 -5%
RIA
842
Regal Investment Advisors
Michigan
$2.72M +$1.7M +22,890 +167%
EF
843
Empirical Finance
Pennsylvania
$2.72M +$148K +1,985 +6%
HC
844
HNP Capital
New York
$2.71M -$62.2K -837 -2%
PWM
845
Perigon Wealth Management
California
$2.71M -$21.2K -285 -0.8%
HSA
846
Hussman Strategic Advisors
Maryland
$2.7M – – –
AIC
847
Archer Investment Corporation
Indiana
$2.7M – – –
CP
848
Cumberland Partners
Ontario, Canada
$2.69M +$509K +6,850 +23%
HCM
849
Highlander Capital Management
New Jersey
$2.69M +$260K +3,500 +11%
ARG
850
Advisory Resource Group
Oklahoma
$2.68M +$605K +8,145 +29%
32 33
34
35 36