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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 %
SIG
1176
Sky Investment Group
Connecticut
$1.07M +$11.1K +160 +1%
MFP
1177
Meridian Financial Partners
Virginia
$1.07M +$1.07M +14,338 New
PSC
1178
Portman Square Capital
United Kingdom
$1.07M +$295K +4,268 +38%
SP
1179
Symmetry Partners
Connecticut
$1.07M -$371K -5,361 -26%
PFGIA
1180
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M +$3.94K +57 +0.4%
CA
1181
Cornerstone Advisors
North Carolina
$1.06M +$1.06M +15,400 New
HKAM
1182
Horizon Kinetics Asset Management
New York
$1.06M +$135K +1,951 +15%
AFG
1183
Atomi Financial Group
New York
$1.06M +$537K +7,766 +102%
AWA
1184
Arete Wealth Advisors
Illinois
$1.06M -$609K -8,810 -36%
CWM
1185
Curi Wealth Management
North Carolina
$1.06M +$37.6K +544 +4%
CWS
1186
Confluence Wealth Services
Pennsylvania
$1.06M -$40.6K -588 -4%
MIC
1187
Meridian Investment Counsel
California
$1.06M – – –
LWCFA
1188
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.06M +$363K +5,250 +52%
BG
1189
Bahl & Gaynor
Ohio
$1.06M -$228K -3,302 -18%
AIP
1190
Ameritas Investment Partners
Nebraska
$1.05M -$29.7K -429 -3%
FCH
1191
Freestone Capital Holdings
Washington
$1.05M -$94.6K -1,369 -8%
ADMI
1192
Albert D. Mason Inc
Massachusetts
$1.05M +$71.7K +1,037 +7%
CF
1193
Copperwynd Financial
Arizona
$1.04M +$217K +3,139 +26%
TAM
1194
Trust Asset Management
Texas
$1.04M – – –
EWM
1195
Elmwood Wealth Management
California
$1.04M -$21.3K -308 -2%
SW
1196
SteelPeak Wealth
California
$1.04M +$64K +926 +7%
FFH
1197
Fairfax Financial Holdings
Ontario, Canada
$1.04M – – –
FFM
1198
Forum Financial Management
Illinois
$1.04M +$5.95K +86 +0.6%
CF
1199
Centaurus Financial
California
$1.04M +$490K +7,088 +90%
RBFC
1200
Roman Butler Fullerton & Co
Missouri
$1.03M +$160K +2,150 +18%
46 47
48
49 50