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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 %
VF
926
Virtu Financial
New York
$2.19M -$240K -3,227 -10%
TCM
927
Twin Capital Management
Pennsylvania
$2.19M -$282K -3,798 -11%
N
928
Numerai
California
$2.18M +$2.18M +29,393 New
BFG
929
Bleakley Financial Group
New Jersey
$2.18M -$1.98M -26,642 -48%
NFG
930
Nations Financial Group
Iowa
$2.18M -$102K -1,379 -4%
RPCONE
931
Retirement Planning Company of New England
Rhode Island
$2.16M +$203K +2,734 +10%
TC
932
TwinBeech Capital
New York
$2.15M +$2.15M +28,925 New
IBOK
933
Independence Bank of Kentucky
Kentucky
$2.15M +$304K +4,096 +17%
GTAM
934
Global Trust Asset Management
Florida
$2.14M -$39.7K -534 -2%
UCI
935
Uncommon Cents Investing
Wisconsin
$2.14M +$37.5K +505 +2%
MFAM
936
Motley Fool Asset Management
Virginia
$2.14M -$14.7K -198 -0.7%
AW
937
Apricus Wealth
South Carolina
$2.13M +$150K +2,020 +8%
SCM
938
SOL Capital Management
Maryland
$2.13M +$74.3K +1,000 +4%
CPA
939
Capital Planning Advisors
California
$2.13M -$1.03M -13,850 -33%
HPM
940
Hudson Portfolio Management
New York
$2.11M -$2.23K -30 -0.1%
HWA
941
HCR Wealth Advisors
California
$2.11M -$34.2K -460 -2%
TC
942
Telemus Capital
Michigan
$2.11M -$18.7K -252 -0.9%
MCA
943
MSH Capital Advisors
Arizona
$2.1M +$489K +6,584 +30%
Jacobs Levy Equity Management
944
Jacobs Levy Equity Management
New Jersey
$2.1M +$2.1M +28,195 New
BG
945
Bollard Group
Massachusetts
$2.08M +$559K +7,526 +37%
LBC
946
Lawrence B. Cohen
$2.07M +$125K +1,676 +6%
MA
947
Montag & Associates
Georgia
$2.07M +$78.8K +1,060 +4%
Credit Agricole
948
Credit Agricole
France
$2.07M -$3.37M -45,333 -62%
BWM
949
BerganKDV Wealth Management
Minnesota
$2.07M +$7.8K +105 +0.4%
CAL
950
Capital Analysts LLC
Pennsylvania
$2.06M +$87.2K +1,173 +4%
36 37
38
39 40