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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 %
MWM
1001
Meridian Wealth Management
Kentucky
$1.78M -$15.3K -206 -0.9%
AIM
1002
Anchor Investment Management
South Carolina
$1.78M +$6.54K +88 +0.4%
HWM
1003
HB Wealth Management
Georgia
$1.78M -$14K -188 -0.8%
RGC
1004
Roberts, Glore & Co
Illinois
$1.77M +$86.9K +1,170 +5%
WC
1005
Weil Company
California
$1.77M -$1.17M -15,729 -40%
FMWA
1006
Forvis Mazars Wealth Advisors
Missouri
$1.76M +$73.6K +990 +4%
PA
1007
Parallel Advisors
California
$1.76M -$211K -2,834 -11%
EA
1008
Ellsworth Advisors
Ohio
$1.76M +$95.9K +1,291 +6%
NDSI
1009
Newman Dignan & Sheerar Inc
Rhode Island
$1.76M -$131K -1,758 -7%
CS
1010
Comerica Securities
Michigan
$1.75M +$308K +4,149 +21%
MCI
1011
MRP Capital Investments
Georgia
$1.75M +$103K +1,381 +6%
SC
1012
Sawyer & Company
Massachusetts
$1.75M -$32.8K -431 -2%
SLI
1013
Sumitomo Life Insurance
Japan
$1.75M -$12.9K -173 -0.7%
SIC
1014
SFE Investment Counsel
California
$1.73M +$425K +5,841 +33%
BC
1015
Bridgefront Capital
Texas
$1.72M +$754K +10,145 +78%
DT
1016
Diversified Trust
Tennessee
$1.72M +$467K +6,289 +37%
KI
1017
Kula Investments
Illinois
$1.72M +$186K +2,506 +12%
CB
1018
Cadence Bank
Mississippi
$1.72M -$92.3K -1,242 -5%
BB
1019
Busey Bank
Illinois
$1.71M -$97.3K -1,309 -5%
PS
1020
Pensionfund Sabic
Netherlands
$1.71M – – –
SB
1021
Simmons Bank
Arkansas
$1.71M +$94.3K +1,269 +6%
WAM
1022
Weatherly Asset Management
California
$1.71M -$37.2K -500 -2%
LGF
1023
LGT Group Foundation
Liechtenstein
$1.7M +$891K +11,997 +110%
BG
1024
Bellevue Group
Switzerland
$1.7M -$13.5M -181,391 -89%
BAM
1025
Byrne Asset Management
New Jersey
$1.69M +$74.3K +1,000 +5%
39 40
41
42 43