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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 %
WAM
1026
Weatherly Asset Management
California
$1.52M -$63.9K -924 -4%
1WA
1027
180 Wealth Advisors
Washington
$1.52M +$7.81K +112 +0.5%
LGF
1028
LGT Group Foundation
Liechtenstein
$1.52M -$60.9K -881 -4%
MSAM
1029
Moloney Securities Asset Management
Missouri
$1.52M +$186K +2,692 +14%
WWM
1030
Wolff Wiese Magana
California
$1.52M +$135K +1,959 +10%
AP
1031
Americana Partners
Texas
$1.51M +$9.96K +144 +0.7%
BB
1032
Busey Bank
Illinois
$1.51M -$88.5K -1,280 -6%
FC
1033
FCA Corp
Texas
$1.5M +$16.9K +244 +1%
NG
1034
Northstar Group
New York
$1.49M -$55.1K -797 -4%
SLI
1035
Sumitomo Life Insurance
Japan
$1.48M -$144K -2,082 -9%
BW
1036
Bison Wealth
Georgia
$1.48M +$78.8K +1,140 +6%
PCA
1037
Peddock Capital Advisors
Massachusetts
$1.48M +$37.2K +538 +3%
IRC
1038
Investors Research Corp
Georgia
$1.48M +$895K +12,945 +154%
BLC
1039
Brown, Lisle/Cummings
Rhode Island
$1.47M +$31.3K +453 +2%
SIA
1040
Schechter Investment Advisors
Michigan
$1.47M +$35.7K +516 +2%
CIAS
1041
Capital Investment Advisory Services
North Carolina
$1.47M +$90.4K +1,307 +7%
WCM
1042
Weik Capital Management
Pennsylvania
$1.47M +$190K +2,745 +15%
WHG
1043
Westwood Holdings Group
Texas
$1.47M – – –
CHC
1044
City Holding Co
West Virginia
$1.46M +$415 +6 +0%
BTWM
1045
Baker Tilly Wealth Management
Wisconsin
$1.45M +$321K +4,638 +28%
HKIM
1046
Hayek Kallen Investment Management
Alabama
$1.45M +$691 +10 +0%
CSA
1047
Cottage Street Advisors
Massachusetts
$1.45M +$1.38K +20 +0.1%
FIA
1048
Foundations Investment Advisors
Arizona
$1.45M +$660K +9,544 +84%
AFM
1049
Abbot Financial Management
Massachusetts
$1.44M -$45.8K -662 -3%
NB
1050
Nicolet Bankshares
Wisconsin
$1.43M +$474K +9,564 +50%
40 41
42
43 44