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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 %
BWM
1501
Buckley Wealth Management
Nevada
$587K -$4.09K -55 -0.7%
CF
1502
Centaurus Financial
California
$586K +$109K +1,463 +23%
EL
1503
Essex LLC
Illinois
$586K – – –
OCM
1504
Orion Capital Management
California
$584K – – –
EW
1505
Element Wealth
Mississippi
$583K -$11K -148 -2%
BOPW
1506
Brandywine Oak Private Wealth
Pennsylvania
$582K -$14.9K -200 -2%
JIP
1507
Jaffetilchin Investment Partners
Florida
$580K -$170K -2,288 -23%
GP
1508
Girard Partners
Pennsylvania
$580K -$227K -3,052 -28%
CCM
1509
Chiron Capital Management
Florida
$580K +$580K +7,800 New
HA
1510
Harfst & Associates
Wyoming
$578K +$446 +6 +0.1%
HIM
1511
Hillsdale Investment Management
Ontario, Canada
$577K +$490K +6,590 +560%
DWA
1512
Douglass Winthrop Advisors
New York
$575K -$12.3K -165 -2%
TWP
1513
Tempus Wealth Planning
California
$575K +$94.1K +1,267 +20%
AC
1514
Abbrea Capital
California
$574K -$1.49K -20 -0.3%
BHWM
1515
Bar Harbor Wealth Management
New Hampshire
$570K -$6.06M -81,570 -91%
WHCI
1516
W.H. Cornerstone Investments
Massachusetts
$570K +$34.1K +459 +6%
SF
1517
Symphony Financial
Texas
$565K -$16.4K -220 -3%
AWM
1518
Aries Wealth Management
Maine
$565K – – –
AFG
1519
Atomi Financial Group
New York
$565K +$565K +7,601 New
NHC
1520
Nicholas Hoffman & Company
Georgia
$564K +$38K +511 +7%
TF
1521
Threadgill Financial
Texas
$563K +$563K +7,571 New
HWP
1522
Highline Wealth Partners
California
$562K -$74 -1 -0%
ACM
1523
Acrisure Capital Management
Texas
$559K +$292K +3,933 +110%
LFM
1524
LGT Fund Management
Liechtenstein
$557K – – –
DLG
1525
Daniel L. Goodwin
$557K – – –
59 60
61
62 63