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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 %
DGAM
951
Desjardins Global Asset Management
Quebec, Canada
$1.92M +$353K +5,109 +23%
LD
952
Lipe & Dalton
New York
$1.92M +$862K +12,471 +82%
TA
953
Townsend & Associates
Colorado
$1.91M -$165K -2,177 -8%
FCCM
954
First City Capital Management
Georgia
$1.91M +$30.4K +440 +2%
ST
955
Sentinel Trust
Texas
$1.91M – – –
SA
956
Strategic Advisors
New York
$1.9M +$225K +3,261 +13%
GTAM
957
Global Trust Asset Management
Florida
$1.89M -$101K -1,463 -5%
CPA
958
Capital Planning Advisors
California
$1.89M -$95.7K -1,384 -5%
VNA
959
Valley National Advisers
Pennsylvania
$1.89M -$194K -2,801 -9%
SMA
960
Sage Mountain Advisors
Georgia
$1.88M +$32.5K +470 +2%
MIA
961
MMBG Investment Advisors
Florida
$1.88M +$1.19M +17,490 +173%
LNC
962
Lincoln National Corp
Pennsylvania
$1.88M -$21.2K -306 -1%
CFMC
963
Curbstone Financial Management Corp
New Hampshire
$1.88M +$51.8K +750 +3%
FGI
964
Foresight Global Investors
New York
$1.87M +$518K +7,500 +38%
WAOTB
965
Wealth Advisors of Tampa Bay
Florida
$1.87M +$70.2K +1,015 +4%
EWM
966
Endurance Wealth Management
Rhode Island
$1.86M +$106K +1,540 +6%
PAM
967
Paradigm Asset Management
New York
$1.86M -$1.11M -16,000 -37%
AIM
968
Anchor Investment Management
South Carolina
$1.85M +$200K +2,893 +12%
RGC
969
Roberts, Glore & Co
Illinois
$1.84M +$191K +2,760 +12%
EP
970
Eudaimonia Partners
Tennessee
$1.84M -$21.9K -317 -1%
HDIM
971
Hanson & Doremus Investment Management
Vermont
$1.84M +$266K +3,849 +17%
LWM
972
Ledge Wealth Management
Minnesota
$1.82M +$77.1K +1,115 +4%
Lord, Abbett & Co
973
Lord, Abbett & Co
New Jersey
$1.81M -$29.5M -426,860 -94%
ACM
974
Ategra Capital Management
Virginia
$1.81M +$2.42K +35 +0.1%
CCG
975
Ceeto Capital Group
Florida
$1.81M +$760 +11 +0%
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