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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 %
PVI
1101
Pine Valley Investments
New Jersey
$1.29M +$969K +14,013 +305%
SWM
1102
Spire Wealth Management
Virginia
$1.28M -$139K -2,004 -10%
CP
1103
CenterBook Partners
Connecticut
$1.28M -$191K -2,757 -13%
STC
1104
Sarah T. Connolly
$1.28M -$161K -2,328 -11%
IIL
1105
Insight Inv LLC
California
$1.28M +$20.7K +300 +2%
CAM
1106
Columbia Asset Management
Michigan
$1.27M -$85.4K -1,236 -6%
SWA
1107
SFMG Wealth Advisors
Texas
$1.27M -$11.2K -162 -0.9%
SFWA
1108
Summit Financial Wealth Advisors
Louisiana
$1.26M +$39.4K +570 +3%
DSC
1109
Duncker Streett & Co
Missouri
$1.26M – – –
SAM
1110
Sawgrass Asset Management
Florida
$1.26M – – –
GVAG
1111
Great Valley Advisor Group
Delaware
$1.26M -$86.4K -1,250 -6%
OA
1112
Oak Associates
Ohio
$1.26M +$221K +3,200 +21%
BDWCC
1113
B&D White Capital Company
Texas
$1.26M +$1.26M +18,200 New
HVIA
1114
Hudson Valley Investment Advisors
New York
$1.25M -$51.8K -750 -4%
PIM
1115
Penobscot Investment Management
Massachusetts
$1.25M -$4.15K -60 -0.3%
HH
1116
Hilltop Holdings
Texas
$1.24M -$594K -8,589 -32%
FMTCOCP
1117
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.24M +$25.4K +367 +2%
MA
1118
MONECO Advisors
Connecticut
$1.24M +$175K +2,535 +16%
SFCL
1119
Strengthening Families & Communities LLC
Massachusetts
$1.24M +$188K +2,714 +18%
WC
1120
Weil Company
California
$1.24M -$407K -5,886 -25%
PK
1121
Pflug Koory
Nebraska
$1.24M -$17.1K -247 -1%
PSB
1122
Piscataqua Savings Bank
New Hampshire
$1.23M -$1.66K -24 -0.1%
MMM
1123
Mendel Money Management
Illinois
$1.23M +$170K +2,465 +16%
CWM
1124
Centric Wealth Management
Illinois
$1.23M +$84.8K +1,223 +7%
PGIM
1125
Pacific Global Investment Management
California
$1.23M +$311K +4,500 +34%
43 44
45
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