CVS icon

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 %
LIM
1201
Leavell Investment Management
Alabama
$1.03M +$13.8K +200 +1%
SSI
1202
Scott & Selber Inc
Texas
$1.03M -$3.87K -56 -0.4%
LW
1203
Lauer Wealth
Indiana
$1.03M +$275K +3,649 +37%
FANJ
1204
Financial Architects (New Jersey)
New Jersey
$1.03M +$272K +3,930 +36%
BWP
1205
Baldwin Wealth Partners
Massachusetts
$1.02M -$691 -10 -0.1%
CP
1206
Camelot Portfolios
Ohio
$1.02M +$125K +1,805 +14%
BAM
1207
Belpointe Asset Management
Nevada
$1.02M -$1.77M -25,542 -63%
AC
1208
Addison Capital
Pennsylvania
$1.02M -$66.7K -965 -6%
APP
1209
Avantax Planning Partners
Iowa
$1.01M +$138K +2,002 +16%
CPIG
1210
Chicago Partners Investment Group
Illinois
$1.01M +$29.4K +385 +3%
LB
1211
Leo Brokerage
Texas
$1.01M +$231K +3,344 +30%
PWG
1212
Portside Wealth Group
Utah
$1.01M +$1.01M +14,558 New
USB
1213
Union Savings Bank
Connecticut
$1M +$1M +13,424 New
KCM
1214
Knoll Capital Management
Florida
$1M – – –
CL
1215
CSS LLC
Illinois
$1M +$104K +1,500 +12%
VVP
1216
Venture Visionary Partners
Ohio
$1M -$38.5K -557 -4%
IF
1217
Intrua Financial
Texas
$1M +$228K +3,296 +29%
DMBA
1218
Deseret Mutual Benefit Administrators
Utah
$1M +$48.9K +707 +5%
WA
1219
Wealth Alliance
New York
$1M -$97.1K -1,405 -9%
BWA
1220
Blodgett Wealth Advisors
California
$1M – – –
LPT
1221
Legacy Private Trust
Wisconsin
$993K -$2.2M -31,869 -69%
HFBOT
1222
Home Federal Bank of Tennessee
Tennessee
$986K +$4.49K +65 +0.5%
TIA
1223
Trust Investment Advisors
Indiana
$983K +$55.4K +801 +6%
RWM
1224
Ritholtz Wealth Management
New York
$978K +$278K +4,027 +40%
PTC
1225
Private Trust Company
Ohio
$978K -$219K -3,171 -18%
47 48
49
50 51