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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 %
EWM
1201
Elmwood Wealth Management
California
$1.14M +$19.2K +258 +2%
MIC
1202
Meridian Investment Counsel
California
$1.14M -$37.2K -500 -3%
BMM
1203
Buffington Mohr McNeal
Idaho
$1.14M +$70.6K +950 +7%
ICG
1204
InterOcean Capital Group
Tennessee
$1.14M +$607K +8,167 +115%
LD
1205
Lipe & Dalton
New York
$1.14M -$18.5K -249 -2%
AAS
1206
Ameritas Advisory Services
Nebraska
$1.13M +$101K +1,368 +10%
DBRC
1207
D.B. Root & Company
Pennsylvania
$1.12M +$119K +1,607 +12%
DCM
1208
Decatur Capital Management
Georgia
$1.12M -$212K -2,851 -16%
TAM
1209
Trust Asset Management
Texas
$1.12M +$25.4K +342 +2%
GCM
1210
Gladius Capital Management
Illinois
$1.12M +$134K +1,798 +14%
VVP
1211
Venture Visionary Partners
Ohio
$1.12M -$50.5K -680 -4%
OA
1212
Oak Associates
Ohio
$1.11M +$1.11M +15,000 New
TIM
1213
Timelo Investment Management
Ontario, Canada
$1.11M +$1.11M +15,000 New
FFH
1214
Fairfax Financial Holdings
Ontario, Canada
$1.11M – – –
CC
1215
Constitution Capital
Connecticut
$1.11M -$494K -6,650 -31%
DI
1216
DFPG Investments
Utah
$1.11M -$12.9K -174 -1%
AWA
1217
Alta Wealth Advisors
Massachusetts
$1.11M +$1.11M +14,932 New
SSI
1218
Scott & Selber Inc
Texas
$1.11M +$1.26K +17 +0.1%
FFM
1219
Forum Financial Management
Illinois
$1.11M -$185K -2,491 -14%
CWM
1220
Curi Wealth Management
North Carolina
$1.1M -$49.4K -665 -4%
BWP
1221
Baldwin Wealth Partners
Massachusetts
$1.1M +$43.1K +580 +4%
LIM
1222
Leavell Investment Management
Alabama
$1.09M -$56.3K -757 -5%
BSW
1223
Buckingham Strategic Wealth
Missouri
$1.09M – – –
TAM
1224
Tocqueville Asset Management
New York
$1.09M +$8.32K +112 +0.8%
SS
1225
Sunbelt Securities
Texas
$1.08M +$17.5K +234 +2%
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49
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