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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 %
CAI
1176
Capital Advisors Inc
Oklahoma
$1.19M +$157K +2,115 +15%
CCM
1177
Coldstream Capital Management
Washington
$1.19M -$277K -3,733 -19%
CWS
1178
Confluence Wealth Services
Pennsylvania
$1.18M -$85.8K -1,154 -7%
BPC
1179
Banque Pictet & Cie
Switzerland
$1.18M +$1.18M +15,891 New
WA
1180
Wealth Alliance
New York
$1.18M -$1.26K -17 -0.1%
RMC
1181
Resources Management Corp
Connecticut
$1.18M -$35.4M -114,649 -97%
TPW
1182
Transatlantique Private Wealth
New York
$1.18M +$84.5K +1,137 +8%
KS
1183
Karpas Strategies
Connecticut
$1.17M -$18.2K -245 -2%
SFS
1184
Strategic Financial Services
New York
$1.17M -$396K -5,323 -25%
PRC
1185
Pearl River Capital
Michigan
$1.17M -$3.95M -53,161 -77%
LMKC
1186
L.M. Kohn & Company
Ohio
$1.17M +$2.9K +39 +0.2%
AC
1187
Addison Capital
Pennsylvania
$1.17M -$988K -13,299 -46%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1188
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.16M +$1.16M +15,669 +1,566,900%
CI
1189
Cigna Investments
Connecticut
$1.16M -$44.7K -602 -4%
AIP
1190
Ameritas Investment Partners
Nebraska
$1.16M -$29.8K -401 -3%
FMAEN1
1191
Fund Management at Engine No 1
California
$1.16M +$82.6K +1,111 +8%
TCA
1192
Transcend Capital Advisors
New Jersey
$1.16M -$152K -2,039 -12%
AWM
1193
Axxcess Wealth Management
California
$1.15M +$119K +1,606 +12%
ICM
1194
Intrepid Capital Management
Florida
$1.15M -$22.1K -298 -2%
Wealth Enhancement Advisory Services
1195
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$794K +10,679 +225%
MA
1196
MONECO Advisors
Connecticut
$1.15M +$130K +1,744 +13%
MMM
1197
Mendel Money Management
Illinois
$1.14M +$163K +2,193 +17%
BA
1198
Bridgewater Advisors
New York
$1.14M -$19K -256 -2%
SIG
1199
Sky Investment Group
Connecticut
$1.14M -$3.72K -50 -0.3%
PFGIA
1200
Patriot Financial Group Insurance Agency
Massachusetts
$1.14M -$164K -2,203 -13%
46 47
48
49 50