CVS icon

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 %
MFG
1151
Magnus Financial Group
New York
$1.27M +$43.6K +587 +4%
SG
1152
Stonnington Group
California
$1.26M -$78.7K -1,043 -6%
HCM
1153
HMS Capital Management
Tennessee
$1.26M -$191K -2,569 -13%
VFPI
1154
Vantage Financial Partners (Illinois)
Illinois
$1.25M -$29.7K -400 -2%
PP
1155
Paloma Partners
Connecticut
$1.24M +$1.22M +16,437 +5,648%
TWA
1156
TCI Wealth Advisors
Arizona
$1.24M -$52K -700 -4%
BC
1157
Brookfield Corp
Ontario, Canada
$1.24M +$1.24M +16,697 New
SC
1158
Sepio Capital
Utah
$1.24M -$2.09M -28,092 -63%
CWM
1159
Cornerstone Wealth Management
Missouri
$1.24M +$1.24M +16,626 New
OC
1160
Oarsman Capital
Wisconsin
$1.23M -$144K -1,943 -10%
CA
1161
Clearstead Advisors
Ohio
$1.23M -$414K -5,565 -25%
FCH
1162
Freestone Capital Holdings
Washington
$1.23M +$52.7K +709 +4%
CWM
1163
Centric Wealth Management
Illinois
$1.23M +$55.3K +744 +5%
ESCM
1164
Echo Street Capital Management
New York
$1.23M +$652K +8,775 +113%
FFA
1165
First Foundation Advisors
California
$1.22M -$9.73M -130,974 -89%
AF
1166
Advisornet Financial
Minnesota
$1.22M +$13.1K +176 +1%
BTWM
1167
Baker Tilly Wealth Management
Wisconsin
$1.22M +$109K +1,471 +10%
Point72 Asset Management
1168
Point72 Asset Management
Connecticut
$1.21M +$1.07M +14,356 +732%
IWS
1169
Insight Wealth Strategies
California
$1.21M +$18.9K +254 +2%
PI
1170
Pettee Investors
Connecticut
$1.21M +$52.4K +705 +5%
AWP
1171
Accretive Wealth Partners
New Jersey
$1.2M +$22.1K +298 +2%
BBHC
1172
Brown Brothers Harriman & Co
New York
$1.2M +$194K +2,604 +19%
MAM
1173
Mystic Asset Management
Rhode Island
$1.2M -$9.51K -128 -0.8%
YC
1174
Yarbrough Capital
Tennessee
$1.2M – – –
PEA
1175
Park Edge Advisors
Ohio
$1.2M +$200K +2,689 +20%
45 46
47
48 49