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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 %
IWM
851
IHT Wealth Management
Illinois
$2.44M +$1M +14,490 +69%
BG
852
Bellevue Group
Switzerland
$2.44M +$864K +12,500 +55%
EAM
853
Eagle Asset Management
Florida
$2.43M +$322K +4,663 +15%
WWM
854
Western Wealth Management
Colorado
$2.43M -$169K -2,440 -6%
WI
855
Wintrust Investments
Illinois
$2.43M +$364K +5,266 +18%
PWM
856
Perigon Wealth Management
California
$2.43M -$95.4K -1,380 -4%
JCM
857
Jacobi Capital Management
Pennsylvania
$2.43M +$23.8K +344 +1%
KF
858
Krilogy Financial
Missouri
$2.42M -$302K -4,370 -11%
BC
859
Burney Company
Virginia
$2.41M -$680K -9,838 -22%
MYAM
860
Meiji Yasuda Asset Management
Japan
$2.41M -$391K -5,659 -14%
TCOT
861
Trust Company of Toledo
Ohio
$2.4M +$174K +2,513 +8%
SGA
862
Strategic Global Advisors
California
$2.39M – – –
AC
863
Asio Capital
Kentucky
$2.38M +$217K +3,138 +10%
RBA
864
Richard Bernstein Advisors
New York
$2.37M – – –
LA
865
Lynch & Associates
Indiana
$2.37M -$501K -7,248 -17%
RC
866
RBF Capital
California
$2.36M – – –
OAJ
867
Ogorek Anthony Joseph
New York
$2.36M -$112K -1,624 -5%
QT
868
Quantbot Technologies
New York
$2.36M -$5.54M -80,100 -70%
GT
869
Greenleaf Trust
Michigan
$2.36M -$326K -4,722 -12%
CCT
870
Capital City Trust
Florida
$2.35M +$88.3K +1,277 +4%
AW
871
Apricus Wealth
South Carolina
$2.35M +$306K +4,295 +15%
YIH
872
Y-Intercept (HK)
Hong Kong
$2.35M -$271K -3,920 -10%
PFS
873
Prospera Financial Services
Texas
$2.34M -$493K -7,130 -17%
LWMM
874
Legacy Wealth Management (Mississippi)
Mississippi
$2.34M +$2.34M +33,812 New
HFM
875
Hartford Financial Management
Connecticut
$2.33M +$155K +2,236 +7%
33 34
35
36 37