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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 %
HCM
826
Highlander Capital Management
New Jersey
$2.57M +$69.1K +1,000 +3%
RRAM
827
River Road Asset Management
Kentucky
$2.56M -$29.8M -430,976 -92%
JHCP
828
Jackson Hole Capital Partners
Oklahoma
$2.56M +$39.1K +565 +2%
CWM
829
C2C Wealth Management
Arizona
$2.55M +$812K +11,373 +47%
FHA
830
Flagship Harbor Advisors
Massachusetts
$2.55M +$86.8K +1,255 +4%
FNT
831
First National Trust
Pennsylvania
$2.55M +$2.19M +31,699 +618%
HIMC
832
Heritage Investors Management Corp
Maryland
$2.55M +$421K +6,088 +20%
SPFA
833
Summit Place Financial Advisors
New Jersey
$2.54M +$718K +10,390 +39%
JWM
834
Jupiter Wealth Management
Colorado
$2.54M -$188K -2,723 -7%
VRM
835
Vectors Research Management
New York
$2.54M -$162K -2,342 -6%
PP
836
Pacifica Partners
Canada
$2.53M +$1.15M +16,550 +84%
HSA
837
Hussman Strategic Advisors
Maryland
$2.52M – – –
PWP
838
Principle Wealth Partners
Connecticut
$2.52M +$46.9K +679 +2%
PTCG
839
Pring Turner Capital Group
California
$2.51M -$33.3K -481 -1%
SMC
840
Smith, Moore & Co
Missouri
$2.51M +$225K +3,256 +10%
EFS
841
Essex Financial Services
Connecticut
$2.5M -$82.1K -1,188 -3%
SIC
842
Sigma Investment Counselors
Michigan
$2.49M +$59.5K +860 +2%
LRWA
843
Long Run Wealth Advisors
New York
$2.49M +$341K +4,930 +16%
EFMC
844
Empire Financial Management Company
New York
$2.48M +$176K +2,545 +8%
MA
845
Mutual Advisors
Nebraska
$2.47M -$23.4K -338 -0.9%
IAN
846
Integrated Advisors Network
Texas
$2.47M -$115K -1,658 -4%
BMC
847
Benin Management Corp
Connecticut
$2.45M +$56.7K +820 +2%
AIC
848
Archer Investment Corporation
Indiana
$2.45M -$346 -5 -0%
NGA
849
Naples Global Advisors
Florida
$2.44M +$183K +2,653 +8%
ECM
850
Elgethun Capital Management
South Dakota
$2.44M -$53.3K -771 -2%
32 33
34
35 36