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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 %
SFS
901
Sowell Financial Services
Arkansas
$2.33M -$2.06M -27,659 -47%
BL
902
BFSG LLC
California
$2.33M +$3.72K +50 +0.2%
AC
903
Asio Capital
Kentucky
$2.33M +$248K +3,332 +12%
LAM
904
Lakewood Asset Management
Illinois
$2.32M +$26.5K +357 +1%
JSL
905
JT Stratford LLC
Georgia
$2.31M +$531K +7,149 +30%
LRWA
906
Long Run Wealth Advisors
New York
$2.31M +$597K +8,037 +35%
NSB
907
Norway Savings Bank
Maine
$2.3M +$56.8K +765 +3%
RCM
908
Radnor Capital Management
Pennsylvania
$2.3M +$73.1K +984 +3%
SIA
909
SeaBridge Investment Advisors
New Jersey
$2.3M -$11.6K -156 -0.5%
HWM
910
Hohimer Wealth Management
Washington
$2.3M +$228K +3,062 +11%
CNC
911
Citizens & Northern Corp
Pennsylvania
$2.3M +$22.6K +304 +1%
EF
912
Exeter Financial
Arizona
$2.29M +$175K +2,297 +8%
ACM
913
Alta Capital Management
Utah
$2.29M +$84.9K +1,143 +4%
HIMC
914
Heritage Investors Management Corp
Maryland
$2.28M +$533K +7,175 +30%
EAM
915
Eagle Asset Management
Florida
$2.27M +$387K +5,206 +21%
WSCM
916
Wellington Shields Capital Management
New York
$2.26M +$22.3K +300 +1%
SIA
917
Strategic Investment Advisors
Michigan
$2.26M -$417K -5,609 -16%
LNWWM
918
Laird Norton Wetherby Wealth Management
California
$2.25M -$166K -2,234 -7%
CCP
919
Cunning Capital Partners
North Carolina
$2.23M – – –
SC
920
Savant Capital
Illinois
$2.23M +$512K +6,887 +30%
LWA
921
Lineweaver Wealth Advisors
Ohio
$2.22M +$143K +1,921 +7%
WI
922
Wintrust Investments
Illinois
$2.22M +$87.7K +1,180 +4%
FTDI
923
First Trust Direct Indexing
Massachusetts
$2.21M -$32K -430 -1%
SIAG
924
Signet Investment Advisory Group
Rhode Island
$2.21M +$15.4K +207 +0.7%
VNA
925
Valley National Advisers
Pennsylvania
$2.21M -$93.9K -1,279 -4%
35 36
37
38 39