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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 %
6F
976
626 Financial
Michigan
$1.92M +$55.1K +742 +3%
BMCM
977
Bryn Mawr Capital Management
Pennsylvania
$1.91M -$49.6K -668 -3%
TSWM
978
Triangle Securities Wealth Management
North Carolina
$1.9M -$29.1K -391 -2%
PFA
979
Pathway Financial Advisers
Indiana
$1.89M +$110K +1,482 +6%
OHWP
980
Oak Harbor Wealth Partners
North Carolina
$1.89M – – –
KJHP
981
K.J. Harrison & Partners
Ontario, Canada
$1.89M +$72K +1,000 +4%
EWM
982
Endurance Wealth Management
Rhode Island
$1.89M +$116K +1,560 +7%
EHWM
983
Eads & Heald Wealth Management
Georgia
$1.88M +$81.7K +1,100 +5%
LG
984
LaFleur & Godfrey
Michigan
$1.88M +$173K +2,331 +10%
LWM
985
Ledge Wealth Management
Minnesota
$1.87M +$161K +2,160 +9%
VI
986
Versor Investments
New York
$1.87M -$102K -1,367 -5%
CA
987
CGN Advisors
Kansas
$1.86M +$440K +5,922 +31%
IWC
988
Integrated Wealth Concepts
Massachusetts
$1.86M +$243K +3,266 +15%
NLGIA
989
Nippon Life Global Investors Americas
New York
$1.84M -$3.61M -48,570 -66%
MBT
990
Montecito Bank & Trust
California
$1.84M -$68.3K -919 -4%
CWM
991
C2C Wealth Management
Arizona
$1.83M +$955K +12,755 +110%
RPC
992
Rossmore Private Capital
Connecticut
$1.82M +$23.2K +312 +1%
LSAG
993
Lake Street Advisors Group
New Hampshire
$1.82M -$362K -4,871 -17%
NPT
994
Nixon Peabody Trust
Massachusetts
$1.81M +$202K +2,718 +13%
TMAM
995
Tokio Marine Asset Management
Japan
$1.81M +$234K +3,155 +15%
SIM
996
Stratos Investment Management
Ohio
$1.8M +$59.9K +806 +3%
SA
997
Strategic Advisors
New York
$1.8M -$25.9K -349 -1%
AWA
998
Arete Wealth Advisors
Illinois
$1.8M +$323K +4,352 +22%
GWM
999
Greenwich Wealth Management
Connecticut
$1.8M – – –
PAS
1000
Park Avenue Securities
New York
$1.79M -$210K -2,832 -11%
38 39
40
41 42