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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 %
EM
1426
ELCO Management
New York
$581K -$7.12K -103 -1%
GPA
1427
Garrison Point Advisors
California
$581K -$8.99K -130 -2%
MC
1428
Middleton & Co
Massachusetts
$580K -$43.6K -630 -7%
MC
1429
Matisse Capital
Oregon
$580K – – –
HI
1430
Horizon Investments
North Carolina
$579K +$79.5K +1,159 +16%
RA
1431
Ruggaard & Associates
Ohio
$579K -$4.15K -60 -0.7%
OIM
1432
Oder Investment Management
California
$579K -$54.9K -794 -9%
QT
1433
Quantamental Technologies
New York
$579K +$579K +8,371 New
WIA
1434
Westbourne Investment Advisors
Maryland
$578K -$120K -1,740 -17%
VBCG
1435
Valley Brook Capital Group
Pennsylvania
$578K -$59.7K -863 -9%
BC
1436
Brookfield Corp
Ontario, Canada
$575K -$579K -8,379 -50%
NP
1437
Nilsine Partners
Colorado
$573K -$88.8K -1,285 -13%
PCM
1438
Penserra Capital Management
California
$573K +$520K +7,536 +984%
ICG
1439
InterOcean Capital Group
Tennessee
$570K -$487K -7,040 -46%
AWM
1440
Axxcess Wealth Management
California
$568K -$505K -7,306 -47%
AAS
1441
Ameritas Advisory Services
Nebraska
$567K -$493K -7,133 -47%
TWP
1442
Tempus Wealth Planning
California
$567K +$32.2K +466 +6%
V
1443
VeraBank
Texas
$567K -$20.7K -300 -4%
AW
1444
Atlas Wealth
Ohio
$566K -$7.23K -100 -1%
T
1445
TOBAM
France
$565K -$117K -1,696 -17%
NVIM
1446
New Vernon Investment Management
Illinois
$564K – – –
SRC
1447
Shufro Rose & Co
New York
$564K -$31.1K -450 -5%
CS
1448
Cannell & Spears
New York
$559K -$160K -2,310 -22%
CFAM
1449
Center For Asset Management
Florida
$558K +$325K +4,698 +139%
LAM
1450
Lingohr Asset Management
Germany
$555K – – –
56 57
58
59 60