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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 %
IPW
876
Inlet Private Wealth
Florida
$2.33M +$63.9K +925 +3%
EF
877
Exeter Financial
Arizona
$2.33M +$180K +2,525 +8%
GRP
878
Global Retirement Partners
California
$2.32M -$14.8K -214 -0.6%
KWM
879
Kingsview Wealth Management
Oregon
$2.32M -$269K -3,892 -10%
BIC
880
Beach Investment Counsel
Pennsylvania
$2.31M -$20.7K -300 -0.9%
AIM
881
AHL Investment Management
Florida
$2.31M +$134K +1,940 +6%
KA
882
Kintegral Advisory
New York
$2.3M – – –
TLCM
883
Twin Lakes Capital Management
California
$2.29M +$11.2K +162 +0.5%
KCM
884
Kornitzer Capital Management
Kansas
$2.28M -$69 -1 -0%
MNBTD
885
Moody National Bank Trust Division
Texas
$2.27M +$65.1K +942 +3%
YIA
886
YHB Investment Advisors
Connecticut
$2.27M -$3.29M -47,637 -59%
WSC
887
Wellington Shields & Co
New York
$2.27M -$439K -6,351 -16%
ANTB
888
AMG National Trust Bank
Colorado
$2.27M -$25K -362 -1%
APF
889
Alaska Permanent Fund
Alaska
$2.25M +$2.25M +32,500 New
Nomura Holdings
890
Nomura Holdings
Japan
$2.25M +$2.25M +32,496 New
SCM
891
Silvant Capital Management
Georgia
$2.24M -$899 -13 -0%
CA
892
CGN Advisors
Kansas
$2.24M +$507K +7,329 +29%
NSB
893
Norway Savings Bank
Maine
$2.24M +$91.9K +1,330 +4%
TCBWMS
894
Texas Capital Bank Wealth Management Services
Texas
$2.23M +$831K +12,015 +59%
BFG
895
Bleakley Financial Group
New Jersey
$2.23M +$203K +2,930 +10%
SS
896
Simplicity Solutions
Minnesota
$2.23M -$391K -5,651 -15%
VAM
897
Veritas Asset Management
United Kingdom
$2.23M -$407M -5,889,687 -99%
DFA
898
Delta Financial Advisors
Louisiana
$2.23M +$31.8K +460 +1%
USAA
899
United Services Automobile Association
Texas
$2.22M -$88.8K -1,285 -4%
SC
900
Savant Capital
Illinois
$2.22M +$144K +2,087 +7%
34 35
36
37 38