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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 %
GFS
1751
GYL Financial Synergies
Connecticut
$343K +$25.6K +344 +8%
FWSM
1752
First Wilshire Securities Management
California
$342K – – –
AC
1753
ASB Consultores
Florida
$342K -$62.6K -843 -15%
CWM
1754
Cadence Wealth Management
Massachusetts
$342K – – –
PAI
1755
Pittenger & Anderson Inc
Nebraska
$340K -$86.9K -1,170 -20%
KFP
1756
Keystone Financial Planning
Ohio
$340K -$55.6K -748 -14%
KLCM
1757
KG&L Capital Management
Louisiana
$339K -$3.49K -47 -1%
LIA
1758
Luken Investment Analytics
Tennessee
$339K – – –
WMA
1759
Wealth Management Associates
New Jersey
$339K +$9.29K +125 +3%
FAG
1760
Fortitude Advisory Group
Washington
$337K +$4.24K +57 +1%
SOS
1761
Silver Oak Securities
Tennessee
$336K -$22.7K -305 -6%
KOCAA
1762
Knights of Columbus Asset Advisors
Connecticut
$335K +$10K +135 +3%
BMWM
1763
Brown Miller Wealth Management
Virginia
$333K -$6.02K -81 -2%
MA
1764
MJP Associates
Connecticut
$332K +$3.94K +53 +1%
AFT
1765
Alpha Family Trust
California
$331K +$146K +1,960 +78%
AC
1766
Allstate Corporation
Illinois
$330K -$3.06M -41,207 -90%
VA
1767
Valmark Advisers
Ohio
$328K +$18.4K +248 +6%
CWM
1768
Congress Wealth Management
Massachusetts
$327K -$274K -3,683 -46%
FC
1769
Fulcrum Capital
Washington
$327K +$29.7K +400 +10%
WOSD
1770
WFA of San Diego
California
$327K -$115K -1,546 -26%
TF
1771
TimeScale Financial
Massachusetts
$326K +$16.1K +217 +5%
DBT
1772
Dubuque Bank & Trust
Iowa
$326K -$5.2K -70 -2%
ABLA
1773
Alan B. Lancz & Associates
Ohio
$326K – – –
CPSC
1774
Carl P. Sherr & Co
Massachusetts
$325K – – –
WS
1775
Wela Strategies
Georgia
$325K +$325K +4,367 New
69 70
71
72 73