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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 %
GWM
1001
Greenwich Wealth Management
Connecticut
$1.66M -$11.8K -170 -0.7%
TC
1002
Telemus Capital
Michigan
$1.66M -$305K -4,412 -16%
DWT
1003
Dorsey & Whitney Trust
South Dakota
$1.66M +$191K +2,768 +13%
EHWM
1004
Eads & Heald Wealth Management
Georgia
$1.65M -$102K -1,481 -6%
MTIC
1005
Missouri Trust & Investment Company
Missouri
$1.63M +$195K +2,822 +14%
CS
1006
Comerica Securities
Michigan
$1.62M -$9.33K -135 -0.6%
MWM
1007
Meridian Wealth Management
Kentucky
$1.62M -$32.4K -469 -2%
BWA
1008
BDO Wealth Advisors
Florida
$1.62M +$50.9K +736 +3%
DT
1009
Diversified Trust
Tennessee
$1.6M +$553 +8 +0%
FCA
1010
FinTrust Capital Advisors
South Carolina
$1.6M – – –
BAM
1011
Boyar Asset Management
New York
$1.6M +$79.6K +1,152 +5%
SC
1012
Sawyer & Company
Massachusetts
$1.59M – – –
PS
1013
Pensionfund Sabic
Netherlands
$1.59M – – –
SIA
1014
Strategic Investment Advisors
Michigan
$1.58M -$519K -7,511 -25%
MWM
1015
Massachusetts Wealth Management
Massachusetts
$1.58M +$46.7K +675 +3%
CCM
1016
Chiron Capital Management
Florida
$1.56M +$1.02M +14,800 +190%
PI
1017
PFG Investments
New York
$1.54M +$159K +2,300 +11%
AWAP
1018
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.54M -$13.3K -193 -0.9%
KIA
1019
KCM Investment Advisors
California
$1.54M +$92.6K +1,339 +6%
ESB
1020
Essex Savings Bank
Connecticut
$1.54M +$94.3K +1,364 +7%
VRS
1021
Virginia Retirement Systems
Virginia
$1.54M -$21.2M -306,400 -93%
CB
1022
Cadence Bank
Mississippi
$1.54M -$60.3K -872 -4%
SC
1023
Stolper & Co
Oklahoma
$1.53M +$27K +390 +2%
DI
1024
DFPG Investments
Utah
$1.53M +$417K +5,601 +37%
PA
1025
Parallel Advisors
California
$1.52M -$112K -1,615 -7%
39 40
41
42 43