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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 %
LSA
1476
Lion Street Advisors
Texas
$621K +$26.4K +355 +4%
TFA
1477
Teamwork Financial Advisors
Texas
$618K -$743 -10 -0.1%
WP
1478
WMS Partners
Maryland
$617K -$19.6K -264 -3%
FCFC
1479
First Commonwealth Financial Corp
Pennsylvania
$616K -$13.2K -177 -2%
PFG
1480
PAX Financial Group
Texas
$616K +$32.5K +437 +6%
DS
1481
DRW Securities
Illinois
$616K +$616K +8,287 New
TNBTD
1482
Trustmark National Bank Trust Department
Mississippi
$613K -$780K -10,492 -56%
AB
1483
Atlas Brown
Kentucky
$611K -$73K -982 -11%
SAM
1484
Strategy Asset Managers
California
$609K +$609K +8,196 New
FC
1485
Forte Capital
New York
$608K -$41.6K -560 -6%
CW
1486
CIC Wealth
Maryland
$608K -$1.71K -23 -0.3%
DWP
1487
Destiny Wealth Partners
Florida
$607K +$1.56K +21 +0.3%
GCM
1488
Graham Capital Management
Connecticut
$607K +$607K +8,166 New
NVIM
1489
New Vernon Investment Management
Illinois
$607K – – –
WC
1490
Westhampton Capital
North Carolina
$602K +$17.1K +230 +3%
LCM
1491
Laurion Capital Management
New York
$601K +$601K +8,092 New
VWA
1492
V Wealth Advisors
Kansas
$598K -$5.2K -70 -0.9%
LAM
1493
Lingohr Asset Management
Germany
$597K +$251K +3,400 +72%
AWM
1494
Avior Wealth Management
Nebraska
$597K +$278K +3,736 +87%
MMPW
1495
Mitchell McLeod Pugh & Williams
Alabama
$593K -$6.39K -86 -1%
LI
1496
Lafayette Investments
Maryland
$591K +$197K +2,650 +50%
QI
1497
Qtron Investments
Massachusetts
$591K -$259K -3,481 -30%
CCA
1498
Cora Capital Advisors
New Jersey
$589K -$67.1K -903 -10%
RWB
1499
RMR Wealth Builders
New Jersey
$589K -$743 -10 -0.1%
AW
1500
Atlas Wealth
Ohio
$589K -$74.3K -1,000 -11%
58 59
60
61 62