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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 %
MSAM
1101
Moloney Securities Asset Management
Missouri
$1.43M +$159K +2,136 +12%
FFG
1102
Fortem Financial Group
California
$1.42M +$163K +2,193 +13%
FFN
1103
Focus Financial Network
Minnesota
$1.42M +$14K +189 +1%
IA
1104
IFP Advisors
Florida
$1.41M -$1.1M -14,144 -44%
RCAG
1105
Rehmann Capital Advisory Group
Michigan
$1.41M -$9.88K -133 -0.7%
AC
1106
Arjuna Capital
North Carolina
$1.41M -$1.93M -25,910 -58%
SDWIA
1107
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.4M +$38.6K +520 +3%
HVIA
1108
Hudson Valley Investment Advisors
New York
$1.4M -$37.2K -500 -3%
BW
1109
Bison Wealth
Georgia
$1.4M -$81.7K -1,184 -6%
FPB
1110
First PREMIER Bank
South Dakota
$1.4M +$51.2K +689 +4%
LCM
1111
Logan Capital Management
Pennsylvania
$1.4M +$84.7K +1,140 +6%
WE
1112
Wealth Effects
Massachusetts
$1.39M +$91.8K +1,235 +7%
BG
1113
Bahl & Gaynor
Ohio
$1.38M +$708K +9,534 +105%
NW
1114
NewEdge Wealth
Pennsylvania
$1.38M -$11.3K -152 -0.8%
FLI
1115
Family Legacy Inc
South Carolina
$1.38M +$84.4K +1,136 +7%
WWA
1116
WCG Wealth Advisors
Nevada
$1.38M +$15.2K +204 +1%
SWA
1117
SFMG Wealth Advisors
Texas
$1.38M -$9.36K -126 -0.7%
CIA
1118
Cladis Investment Advisory
Montana
$1.38M -$20.9K -281 -1%
WCM
1119
Weik Capital Management
Pennsylvania
$1.37M +$117K +1,580 +9%
CT
1120
Coastline Trust
Rhode Island
$1.37M -$67.3K -906 -5%
QCM
1121
Qsemble Capital Management
New York
$1.37M +$1.37M +18,400 New
DSC
1122
Duncker Streett & Co
Missouri
$1.36M -$158K -2,131 -10%
SAM
1123
Sawgrass Asset Management
Florida
$1.36M -$22.3K -300 -2%
IIL
1124
Insight Inv LLC
California
$1.35M -$199K -2,680 -13%
GSB
1125
Greenfield Savings Bank
Massachusetts
$1.35M +$50.7K +682 +4%
43 44
45
46 47