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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 %
BIA
1526
Benchmark Investment Advisors
Illinois
$557K -$743 -10 -0.1%
ACA
1527
Aptus Capital Advisors
Alabama
$554K +$60.8K +818 +12%
VT
1528
Vise Technologies
New York
$553K +$131K +1,760 +31%
FAIM
1529
Financial Advocates Investment Management
Washington
$552K -$138K -1,853 -20%
GLR
1530
Great Lakes Retirement
Ohio
$551K +$34.1K +459 +7%
CRWM
1531
Castle Rock Wealth Management
California
$551K +$68K +972 +14%
NL
1532
NWAM LLC
Washington
$542K +$4.98K +67 +0.9%
BHA
1533
Beech Hill Advisors
New York
$542K – – –
CNBTD
1534
Citizens National Bank Trust Department
Mississippi
$539K -$743 -10 -0.1%
HI
1535
Horizon Investments
North Carolina
$537K -$1.24M -16,763 -70%
AC
1536
Avestar Capital
New York
$535K -$94.5K -1,272 -15%
WPC
1537
Wedmont Private Capital
Pennsylvania
$532K -$217K -2,857 -29%
4WM
1538
44 Wealth Management
Oregon
$531K -$61.4K -826 -10%
CFS
1539
CRA Financial Services
New Jersey
$530K +$223 +3 +0%
IFWM
1540
Institute for Wealth Management
Colorado
$530K -$35.1K -472 -6%
BEI
1541
Benjamin Edwards Inc
Missouri
$528K -$158K -2,123 -23%
VC
1542
Vicus Capital
Pennsylvania
$528K -$11.1K -150 -2%
EWA
1543
Etesian Wealth Advisors
Oregon
$525K +$10.7K +144 +2%
LC
1544
Lindbrook Capital
California
$525K -$34K -457 -6%
BSA
1545
Bull Street Advisors
Georgia
$525K – – –
WIP
1546
WealthCare Investment Partners
Rhode Island
$523K -$58.2K -783 -10%
IP
1547
Ignite Planners
California
$523K +$26.9K +354 +5%
AT
1548
Arden Trust
Delaware
$522K -$164K -2,212 -24%
ACS
1549
Archford Capital Strategies
Illinois
$522K -$311 -4 -0.1%
MW
1550
Marcum Wealth
Ohio
$521K -$37.6K -506 -7%
60 61
62
63 64