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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 %
MA
851
Mutual Advisors
Nebraska
$2.68M -$86.8K -1,168 -3%
OAJ
852
Ogorek Anthony Joseph
New York
$2.66M -$92.6K -1,246 -3%
MMA
853
Miracle Mile Advisors
California
$2.66M -$164K -2,209 -6%
PWP
854
Principle Wealth Partners
Connecticut
$2.65M -$14.7K -198 -0.6%
TAM
855
Townsend Asset Management
North Carolina
$2.65M +$524K +7,058 +25%
FHA
856
Flagship Harbor Advisors
Massachusetts
$2.64M +$146K +1,967 +6%
SAM
857
Sompo Asset Management
Japan
$2.63M -$231K -3,110 -8%
SIC
858
Sigma Investment Counselors
Michigan
$2.62M +$295K +3,970 +13%
CEI
859
Clark Estates Inc
New York
$2.61M +$2.61M +35,175 New
USCWA
860
U.S. Capital Wealth Advisors
Texas
$2.6M +$455K +6,120 +21%
JCM
861
Jacobi Capital Management
Pennsylvania
$2.58M +$85.3K +1,148 +3%
BMC
862
Benin Management Corp
Connecticut
$2.58M +$961K +12,928 +60%
SGA
863
Strategic Global Advisors
California
$2.56M -$213K -2,863 -8%
RBA
864
Richard Bernstein Advisors
New York
$2.55M – – –
RC
865
RBF Capital
California
$2.54M – – –
CG
866
Caprock Group
Idaho
$2.52M +$2.52M +33,933 New
BIC
867
Beach Investment Counsel
Pennsylvania
$2.51M – – –
USAA
868
United Services Automobile Association
Texas
$2.48M -$1.43M -19,180 -36%
IC
869
IEQ Capital
California
$2.48M -$432K -5,817 -15%
EFMC
870
Empire Financial Management Company
New York
$2.47M +$2.47M +33,298 New
KA
871
Kintegral Advisory
New York
$2.47M -$133K -1,787 -5%
EH
872
Equitable Holdings
New York
$2.46M +$989K +13,303 +67%
ANTB
873
AMG National Trust Bank
Colorado
$2.46M +$25.7K +346 +1%
SMC
874
Smith, Moore & Co
Missouri
$2.46M +$93.3K +1,256 +4%
KCM
875
Kornitzer Capital Management
Kansas
$2.45M -$892 -12 -0%
33 34
35
36 37