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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 %
CAG
1226
Csenge Advisory Group
Florida
$1.08M +$106K +1,426 +11%
KCM
1227
Knoll Capital Management
Florida
$1.08M – – –
BWA
1228
Blodgett Wealth Advisors
California
$1.08M – – –
PL
1229
Polianta Ltd
Jersey
$1.06M +$1.06M +14,300 New
HFBOT
1230
Home Federal Bank of Tennessee
Tennessee
$1.05M +$7.43K +100 +0.7%
DBIA
1231
Dumont & Blake Investment Advisors
New Jersey
$1.05M +$4.46K +60 +0.4%
ADMI
1232
Albert D. Mason Inc
Massachusetts
$1.05M -$30.4K -409 -3%
SW
1233
SteelPeak Wealth
California
$1.05M +$1.05M +14,079 New
BIM
1234
Baldwin Investment Management
Pennsylvania
$1.04M -$50.4K -678 -5%
WPP
1235
Whalerock Point Partners
Rhode Island
$1.04M +$114K +1,540 +12%
WFAG
1236
Worth Financial Advisory Group
North Carolina
$1.03M -$20.1K -271 -2%
DPIM
1237
Duff & Phelps Investment Management
Illinois
$1.03M – – –
CAMG
1238
CWA Asset Management Group
Florida
$1.03M +$86.3K +1,162 +9%
NB
1239
Northwest Bancshares
Pennsylvania
$1.03M -$125K -1,685 -11%
FSA
1240
Fort Sheridan Advisors
Illinois
$1.02M +$204K +2,750 +25%
DMBA
1241
Deseret Mutual Benefit Administrators
Utah
$1.02M +$8.03K +108 +0.8%
MPCG
1242
Matrix Private Capital Group
New York
$1.02M -$44.3K -596 -4%
TFA
1243
Transamerica Financial Advisors
Florida
$1.02M +$293K +3,941 +40%
III
1244
Independent Investors Inc
New York
$1.02M – – –
WWM
1245
WT Wealth Management
Arizona
$1.01M -$26.1K -351 -3%
KCM
1246
Kendall Capital Management
Maryland
$1.01M +$1.78K +24 +0.2%
NAS
1247
Nicolet Advisory Services
Wisconsin
$999K +$461K +5,946 +86%
HKAM
1248
Horizon Kinetics Asset Management
New York
$998K -$3.72K -50 -0.4%
TIA
1249
Trust Investment Advisors
Indiana
$997K -$30.8K -415 -3%
STAS
1250
Strong Tower Advisory Services
Minnesota
$991K +$11.7K +158 +1%
48 49
50
51 52