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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 %
KFP
1701
Keystone Financial Planning
Ohio
$316K – – –
LIA
1702
Luken Investment Analytics
Tennessee
$316K – – –
AA
1703
AlphaQ Advisors
Florida
$313K +$35.4K +512 +13%
RMDI
1704
R.M. Davis Inc
Maine
$312K -$66.7K -965 -18%
RDWM
1705
Red Door Wealth Management
Tennessee
$312K +$16.7K +241 +6%
RCM
1706
Regency Capital Management
Hawaii
$311K +$311K +4,500 New
BONH
1707
Bank of New Hampshire
New Hampshire
$310K -$290K -4,190 -48%
FNBOSM
1708
First National Bank of South Miami
Florida
$310K -$23.2K -336 -7%
SVWAG
1709
Sound View Wealth Advisors Group
Georgia
$308K -$67.1K -970 -18%
WP
1710
WealthShield Partners
North Carolina
$308K -$46.2K -668 -13%
BAM
1711
Berkshire Asset Management
Pennsylvania
$308K +$24.3K +351 +9%
TF
1712
TimeScale Financial
Massachusetts
$306K +$2.28K +33 +0.8%
ACA
1713
Atlas Capital Advisors
Wyoming
$304K -$70.2K -1,016 -19%
FC
1714
Fulcrum Capital
Washington
$304K – – –
WS
1715
Wela Strategies
Georgia
$304K +$2.07K +30 +0.7%
RIA
1716
Richwood Investment Advisors
Ohio
$304K -$29.2K -423 -9%
DBT
1717
Dubuque Bank & Trust
Iowa
$303K – – –
ABLA
1718
Alan B. Lancz & Associates
Ohio
$303K – – –
FAG
1719
Fortitude Advisory Group
Washington
$303K -$10.9K -157 -3%
CPSC
1720
Carl P. Sherr & Co
Massachusetts
$302K – – –
CWM
1721
Centurion Wealth Management
Virginia
$302K -$207 -3 -0.1%
VA
1722
Valmark Advisers
Ohio
$301K -$3.8K -55 -1%
OIA
1723
Optimum Investment Advisors
Illinois
$298K -$3.11K -45 -1%
APWM
1724
Argonautica Private Wealth Management
Massachusetts
$296K +$296K +4,284 New
RFN
1725
RDA Financial Network
Iowa
$296K -$467K -6,750 -61%
67 68
69
70 71