CVS icon

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 %
CNFG
901
Creegan & Nassoura Financial Group
New Hampshire
$2.22M – – –
CT
902
Chicago Trust
Illinois
$2.21M -$385K -5,576 -15%
CII
903
Capital International Inc
California
$2.21M +$1.74M +25,214 +376%
HAIM
904
Hunter Associates Investment Management
Pennsylvania
$2.21M -$683K -9,934 -24%
TCM
905
Twin Capital Management
Pennsylvania
$2.2M +$167K +2,416 +8%
AWA
906
Aaron Wealth Advisors
Illinois
$2.2M +$1.56M +22,520 +241%
SCM
907
Stevens Capital Management
Pennsylvania
$2.18M -$970K -14,022 -31%
CP
908
Cumberland Partners
Ontario, Canada
$2.18M -$316K -4,575 -13%
ECM
909
Everence Capital Management
Indiana
$2.18M – – –
LAM
910
Lakewood Asset Management
Illinois
$2.17M +$13.8K +200 +0.6%
CIA
911
Choate Investment Advisors
Massachusetts
$2.17M -$421K -6,089 -16%
HWA
912
HCR Wealth Advisors
California
$2.14M +$178K +2,571 +9%
EGM
913
Engineers Gate Manager
New York
$2.14M -$4.61M -66,614 -68%
ACM
914
Alta Capital Management
Utah
$2.13M +$1.52K +22 +0.1%
SIAG
915
Signet Investment Advisory Group
Rhode Island
$2.13M +$70.9K +1,026 +3%
NLGIA
916
Nippon Life Global Investors Americas
New York
$2.12M +$404K +5,850 +24%
RPC
917
Rossmore Private Capital
Connecticut
$2.12M +$422K +6,100 +25%
MA
918
Montag & Associates
Georgia
$2.11M +$187K +2,704 +10%
CNC
919
Citizens & Northern Corp
Pennsylvania
$2.11M -$23.6K -341 -1%
WSCM
920
Wellington Shields Capital Management
New York
$2.1M – – –
MFAM
921
Motley Fool Asset Management
Virginia
$2.09M +$106K +1,531 +5%
UCI
922
Uncommon Cents Investing
Wisconsin
$2.09M +$99.9K +1,445 +5%
LWA
923
Lineweaver Wealth Advisors
Ohio
$2.09M +$17.4K +251 +0.8%
SC
924
Searle & Co
Connecticut
$2.08M -$3.74K -50 -0.2%
BFA
925
Benedict Financial Advisors
Georgia
$2.08M +$1.18M +17,086 +132%
35 36
37
38 39