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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 %
PK
1126
Pflug Koory
Nebraska
$1.35M -$11.1K -150 -0.8%
PIM
1127
Penobscot Investment Management
Massachusetts
$1.35M -$5.95K -80 -0.4%
MAS
1128
Meeder Advisory Services
Ohio
$1.35M -$221K -2,972 -14%
UBG
1129
United Bank (Georgia)
Georgia
$1.34M -$7.06K -95 -0.5%
Fayez Sarofim & Co
1130
Fayez Sarofim & Co
Texas
$1.34M -$128K -1,720 -9%
BWM
1131
BCGM Wealth Management
Indiana
$1.34M +$247K +3,318 +23%
PSB
1132
Piscataqua Savings Bank
New Hampshire
$1.33M -$5.35K -72 -0.4%
MFG
1133
Merit Financial Group
Georgia
$1.33M -$142K -1,908 -10%
GFG
1134
Greystone Financial Group
Michigan
$1.33M +$340K +4,582 +35%
AIM
1135
Alhambra Investment Management
Florida
$1.32M +$94.2K +1,267 +8%
RMAM
1136
Raab & Moskowitz Asset Management
New Jersey
$1.32M -$15.8K -213 -1%
WAM
1137
Westport Asset Management
Connecticut
$1.32M – – –
SFWA
1138
Summit Financial Wealth Advisors
Louisiana
$1.32M -$116K -1,555 -8%
OWA
1139
Octavia Wealth Advisors
Ohio
$1.31M -$9.96K -134 -0.8%
FMTCOCP
1140
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.31M +$56.2K +756 +4%
AG
1141
AIA Group
Hong Kong
$1.3M -$1.64M -22,058 -56%
WANY
1142
Wealthspire Advisors (New York)
New York
$1.3M -$169K -2,271 -12%
SFG
1143
Sterling Financial Group
California
$1.3M – – –
PA
1144
PSI Advisors
Florida
$1.29M +$5.65K +76 +0.4%
PCS
1145
Personal CFO Solutions
New Jersey
$1.29M +$38.1K +513 +3%
PTC
1146
Private Trust Company
Ohio
$1.29M -$78.1K -1,051 -6%
MGIA
1147
Moneta Group Investment Advisors
Missouri
$1.29M +$54.9K +739 +4%
LCGC
1148
Legacy Capital Group California
California
$1.28M +$1.28M +17,271 New
SCM
1149
Suvretta Capital Management
New York
$1.28M +$1.06M +14,300 +498%
NED
1150
Nancy E. Dempze
$1.27M +$12.3K +166 +1%
44 45
46
47 48