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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 %
IAS
951
Investment Advisory Services
Texas
$2.05M +$15.3K +206 +0.8%
ST
952
Sentinel Trust
Texas
$2.05M – – –
SC
953
Searle & Co
Connecticut
$2.04M +$29.3K +400 +1%
LNC
954
Lincoln National Corp
Pennsylvania
$2.04M -$43.6K -587 -2%
RB
955
Rodgers Brothers
Pennsylvania
$2.02M +$1.7M +22,825 +520%
TA
956
Townsend & Associates
Colorado
$2.01M -$1.17M -15,918 -37%
SFI
957
SPC Financial Inc
Maryland
$2.01M +$43.2K +582 +2%
EP
958
Eudaimonia Partners
Tennessee
$2M -$168K -2,266 -8%
PCM
959
Palouse Capital Management
Washington
$2M -$536K -7,212 -21%
BFC
960
Blue Fin Capital
Rhode Island
$2M +$99.6K +1,448 +5%
FCCM
961
First City Capital Management
Georgia
$1.99M -$21.4K -292 -1%
SMA
962
Sage Mountain Advisors
Georgia
$1.99M +$1.62M +21,743 +432%
HH
963
Hilltop Holdings
Texas
$1.97M +$142K +1,915 +8%
HA
964
Herold Advisors
New York
$1.97M +$211K +2,835 +12%
S
965
SignatureFD
Georgia
$1.97M +$181K +2,432 +10%
SPFA
966
Summit Place Financial Advisors
New Jersey
$1.96M +$320K +4,300 +19%
CFMC
967
Curbstone Financial Management Corp
New Hampshire
$1.96M -$102K -1,376 -5%
COI
968
Connable Office Inc
Michigan
$1.96M +$2.6K +35 +0.1%
CCG
969
Ceeto Capital Group
Florida
$1.95M +$669 +9 +0%
ACM
970
Ategra Capital Management
Virginia
$1.95M -$743 -10 -0%
NWM
971
Northcape Wealth Management
New York
$1.94M +$419K +5,643 +28%
MLM
972
Mount Lucas Management
Pennsylvania
$1.94M +$81.7K +1,100 +4%
WAOTB
973
Wealth Advisors of Tampa Bay
Florida
$1.94M +$182K +2,446 +10%
E
974
Ergoteles
New York
$1.93M +$214K +2,878 +12%
MP
975
McDonald Partners
Ohio
$1.92M -$341K -4,591 -15%
37 38
39
40 41