CVS icon

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 %
XWM
1676
Xcel Wealth Management
Florida
$404K -$297 -4 -0.1%
ACI
1677
Alpha Cubed Investments
California
$404K +$9.29K +125 +2%
CAM
1678
Cidel Asset Management
Ontario, Canada
$404K -$22.2M -299,341 -98%
SVWAG
1679
Sound View Wealth Advisors Group
Georgia
$403K +$135K +1,810 +50%
ACA
1680
Atlas Capital Advisors
Wyoming
$403K -$673K -9,057 -63%
FBC
1681
Fairfield, Bush & Co
Connecticut
$402K +$74 +1 +0%
WLIM
1682
White Lighthouse Investment Management
Massachusetts
$401K – – –
OBGC
1683
O'Brien Greene & Co
Pennsylvania
$398K – – –
SPW
1684
Sonoma Private Wealth
California
$398K +$398K +5,353 New
BWM
1685
Baystate Wealth Management
Massachusetts
$397K -$6.24K -84 -2%
FFWM
1686
Future Financial Wealth Management
Ohio
$396K -$209K -2,749 -35%
CG
1687
Clifford Group
Massachusetts
$395K +$21.3K +286 +6%
EL
1688
EMFO LLC
Florida
$395K – – –
RGF
1689
Retirement Guys Formula
Ohio
$394K +$37.7K +507 +11%
STA
1690
Summit Trail Advisors
New York
$393K +$92.1K +1,239 +31%
PCM
1691
Perkins Capital Management
Minnesota
$393K – – –
MCC
1692
Money Concepts Capital
Florida
$392K -$545K -7,327 -58%
BBNA
1693
Bremer Bank National Association
Minnesota
$392K -$121K -1,626 -24%
JCM
1694
J2 Capital Management
Michigan
$391K +$78.8K +1,060 +25%
AP
1695
Atwood & Palmer
Missouri
$390K – – –
Fiera Capital (Canada)
1696
Fiera Capital (Canada)
Quebec, Canada
$389K – – –
AI
1697
AXS Investments
New York
$387K -$156K -2,102 -29%
BA
1698
Bristlecone Advisors
Washington
$387K – – –
SAM
1699
Summit Asset Management
Tennessee
$386K – – –
BFAG
1700
Blackston Financial Advisory Group
Florida
$385K -$74.9K -1,009 -16%
66 67
68
69 70