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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 %
RFN
1751
Redwood Financial Network
Ohio
$284K +$29K +419 +11%
TCOO
1752
Trust Company of Oklahoma
Oklahoma
$283K -$7.6K -110 -3%
AFP
1753
Ausdal Financial Partners
Iowa
$281K +$4.7K +68 +2%
HW
1754
Hamilton Wealth
California
$279K +$279K +4,033 New
OC
1755
Oakworth Capital
Alabama
$278K +$1.24K +18 +0.4%
PAG
1756
Powers Advisory Group
Illinois
$278K +$15.1K +218 +6%
LRPA
1757
L. Roy Papp & Associates
Arizona
$278K – – –
MIH
1758
Meitav Investment House
Israel
$277K -$121K -1,760 -30%
CIP
1759
Chartwell Investment Partners
Pennsylvania
$277K +$85.2K +1,233 +44%
GSIAS
1760
Garden State Investment Advisory Services
New Jersey
$276K +$38.9K +562 +16%
RA
1761
Rational Advisors
New York
$274K -$482K -6,976 -64%
CWP
1762
Cyndeo Wealth Partners
Florida
$273K -$11.7K -169 -4%
GFG
1763
Goldstone Financial Group
Illinois
$273K +$7.33K +106 +3%
CCFP
1764
Charles Carroll Financial Partners
Massachusetts
$273K +$273K +3,950 New
SWA
1765
Sax Wealth Advisors
New Jersey
$273K – – –
AGC
1766
Aspen Grove Capital
Colorado
$273K +$273K +3,946 New
AF
1767
Apexium Financial
Texas
$272K +$23.2K +336 +9%
WOSD
1768
WFA of San Diego
California
$272K -$32.5K -470 -11%
AMIM
1769
Aull & Monroe Investment Management
Alabama
$271K – – –
WG
1770
Welch Group
Alabama
$270K -$415 -6 -0.2%
LIA
1771
LBMC Investment Advisors
Tennessee
$270K – – –
CC
1772
Centiva Capital
New York
$269K -$5.19M -75,124 -95%
LFA
1773
Landmark Financial Advisors
Kentucky
$269K -$15.2K -220 -5%
4WM
1774
44 Wealth Management
Oregon
$269K -$226K -3,264 -46%
CBT
1775
Central Bank & Trust
Kentucky
$268K -$691 -10 -0.3%
69 70
71
72 73