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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 %
HDIM
1026
Hanson & Doremus Investment Management
Vermont
$1.69M -$160K -2,159 -9%
DGAM
1027
Desjardins Global Asset Management
Quebec, Canada
$1.69M +$147K +1,972 +10%
GFPC
1028
Global Financial Private Client
Florida
$1.69M -$50.3K -661 -3%
BWA
1029
BDO Wealth Advisors
Florida
$1.68M -$75.6K -1,018 -4%
AWAP
1030
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.67M -$30.8K -415 -2%
NG
1031
Northstar Group
New York
$1.66M +$1.64K +22 +0.1%
MBTD
1032
Mechanics Bank - Trust Department
California
$1.66M +$13.9K +187 +0.8%
Walleye Capital
1033
Walleye Capital
New York
$1.65M +$1.65M +22,163 New
DTL
1034
Dynamic Technology Lab
Singapore
$1.64M +$39.2K +528 +2%
MWM
1035
Massachusetts Wealth Management
Massachusetts
$1.64M -$42.7K -575 -3%
BAM
1036
Boyar Asset Management
New York
$1.63M +$34.2K +460 +2%
PHS
1037
Pekin Hardy Strauss
Illinois
$1.62M +$33.4K +450 +2%
SC
1038
Stolper & Co
Oklahoma
$1.62M +$15.7K +211 +1%
MCCP
1039
Mission Creek Capital Partners
California
$1.62M -$65.7K -884 -4%
AWM
1040
Apollon Wealth Management
South Carolina
$1.62M -$265K -3,560 -14%
RFA
1041
Register Financial Advisors
Georgia
$1.62M +$243K +3,273 +18%
1WA
1042
180 Wealth Advisors
Washington
$1.61M -$217K -2,919 -12%
AP
1043
Americana Partners
Texas
$1.61M -$27.5K -370 -2%
LOAME
1044
Lombard Odier Asset Management (Europe)
United Kingdom
$1.61M +$944K +12,708 +142%
FCA
1045
FinTrust Capital Advisors
South Carolina
$1.6M – – –
AFM
1046
Abbot Financial Management
Massachusetts
$1.6M +$48.5K +653 +3%
JWCA
1047
J.W. Cole Advisors
Florida
$1.59M -$559K -7,524 -26%
FC
1048
FCA Corp
Texas
$1.59M +$47.4K +638 +3%
CCG
1049
Cypress Capital Group
Florida
$1.59M -$52.7K -709 -3%
FRM
1050
Fox Run Management
Connecticut
$1.58M +$1.58M +21,318 New
40 41
42
43 44