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CVS Health
CVS

2,267 hedge funds and large institutions have $74.4B invested in CVS Health in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 984 increasing their positions, 942 reducing their positions, and 235 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.11B

4% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 942

0.41% more ownership

Funds ownership: 78.48% → 78.89% (+0.41%)

6% less funds holding

Funds holding: 2,405 → 2,267 (-138)

23% less capital invested

Capital invested by funds: $97.2B → $74.4B (-$22.8B)

36% less first-time investments, than exits

New positions opened: 151 | Existing positions closed: 235

56% less funds holding in top 10

Funds holding in top 10: 119 → 52 (-67)

Holders
2,267
Holders Change
-138
Holders Change %
-5.74%
% of All Funds
36.13%
Holding in Top 10
52
Holding in Top 10 Change
-67
Holding in Top 10 Change %
-56.3%
% of All Funds
0.83%
New
151
Increased
984
Reduced
942
Closed
235
Calls
$1.34B
Puts
$1.11B
Net Calls
+$227M
Net Calls Change
+$47.2M

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Advisers
Two Sigma Advisers
New York
+$401M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$271M
3
Amundi
Amundi
France
+$251M
4
Goldman Sachs
Goldman Sachs
New York
+$246M
5
Renaissance Technologies
Renaissance Technologies
New York
+$210M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$2B
2
Capital International Investors
Capital International Investors
California
-$1.76B
3
JP Morgan Chase
JP Morgan Chase
New York
-$355M
4
State Street
State Street
Massachusetts
-$240M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$239M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
851
Hussman Strategic Advisors
Maryland
$2.7M – – –
AIC
852
Archer Investment Corporation
Indiana
$2.7M – – –
CP
853
Cumberland Partners
Ontario, Canada
$2.69M +$574K +6,850 +23%
HCM
854
Highlander Capital Management
New Jersey
$2.69M +$293K +3,500 +11%
ARG
855
Advisory Resource Group
Oklahoma
$2.68M +$683K +8,145 +29%
MA
856
Mutual Advisors
Nebraska
$2.68M -$97.9K -1,168 -3%
OAJ
857
Ogorek Anthony Joseph
New York
$2.66M -$104K -1,246 -3%
MMA
858
Miracle Mile Advisors
California
$2.66M -$185K -2,209 -6%
PWP
859
Principle Wealth Partners
Connecticut
$2.65M -$16.6K -198 -0.6%
TAM
860
Townsend Asset Management
North Carolina
$2.65M +$592K +7,058 +25%
FHA
861
Flagship Harbor Advisors
Massachusetts
$2.64M +$165K +1,967 +6%
SAM
862
Sompo Asset Management
Japan
$2.63M -$261K -3,110 -8%
SIC
863
Sigma Investment Counselors
Michigan
$2.62M +$333K +3,970 +13%
CEI
864
Clark Estates Inc
New York
$2.61M +$2.95M +35,175 New
USCWA
865
U.S. Capital Wealth Advisors
Texas
$2.6M +$513K +6,120 +21%
JCM
866
Jacobi Capital Management
Pennsylvania
$2.58M +$96.3K +1,148 +3%
BMC
867
Benin Management Corp
Connecticut
$2.58M +$1.08M +12,928 +60%
SGA
868
Strategic Global Advisors
California
$2.56M -$240K -2,863 -8%
RBA
869
Richard Bernstein Advisors
New York
$2.55M – – –
RC
870
RBF Capital
California
$2.54M – – –
CG
871
Caprock Group
Idaho
$2.52M +$2.85M +33,933 New
BIC
872
Beach Investment Counsel
Pennsylvania
$2.51M – – –
USAA
873
United Services Automobile Association
Texas
$2.48M -$1.61M -19,180 -36%
IC
874
IEQ Capital
California
$2.48M -$488K -5,817 -15%
EFMC
875
Empire Financial Management Company
New York
$2.47M +$2.79M +33,298 New
33 34
35
36 37

CVS Hedge Fund Activity: Q1 2023 in Review

2,267 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q1 2023, worth a combined $74.4B — down 23% from $97.2B a quarter earlier.

Sellers outnumbered buyers: 235 funds closed out of CVS and 151 opened new positions — a net loss of 84 holders — while 942 trimmed existing stakes and 984 added.

The largest buyer was Two Sigma Advisers, adding an estimated $401M. The largest seller was Capital World Investors, cutting an estimated $2B.

  • 2,267 institutional investors held CVS Health (CVS) as of Q1 2023, down from 2,405 in Q4 2022.
  • Funds reported $74.4B of CVS Health stock for Q1 2023, down 23% quarter-over-quarter.
  • 151 funds opened new CVS Health positions in Q1 2023 and 235 closed out, a net change of -84 holders.
  • The largest CVS Health buyer in Q1 2023 was Two Sigma Advisers, an estimated $401M added.
  • The largest CVS Health seller in Q1 2023 was Capital World Investors, an estimated $2B sold.

Based on aggregated 13F filings for Q1 2023.