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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 %
CWM
1776
Centurion Wealth Management
Virginia
$324K -$14.7K -198 -4%
OIA
1777
Optimum Investment Advisors
Illinois
$324K -$27.3K -367 -8%
KCFA
1778
Key Client Fiduciary Advisors
New Jersey
$323K +$12.9K +174 +4%
JCIA
1779
Jackson Creek Investment Advisors
Colorado
$323K -$366K -4,932 -53%
TAIM
1780
TD Ameritrade Investment Management
Nebraska
$323K -$102K -1,376 -24%
RDWM
1781
Red Door Wealth Management
Tennessee
$317K +$39.5K +532 +14%
NF
1782
Norwood Financial
Pennsylvania
$317K – – –
EAM
1783
Empirical Asset Management
Massachusetts
$316K -$505K -6,793 -62%
MTC
1784
McDaniel Terry & Co
Texas
$315K +$49.9K +672 +19%
CIG
1785
Cascade Investment Group
Colorado
$314K -$2.38K -32 -0.8%
CBFP
1786
Cedar Brook Financial Partners
Ohio
$314K -$2.6K -35 -0.8%
CA
1787
Corrado Advisors
New Jersey
$313K +$5.2K +70 +2%
SFA
1788
Souders Financial Advisors
Ohio
$313K -$52.8K -711 -14%
TCOO
1789
Trust Company of Oklahoma
Oklahoma
$313K -$36.2K -487 -10%
FPCG
1790
Forum Private Client Group
Indiana
$312K -$297 -4 -0.1%
JIC
1791
Joel Isaacson & Co
New York
$311K -$38.6K -519 -11%
SP
1792
Successful Portfolios
Florida
$311K -$31.7K -427 -9%
MHIC
1793
Marble Harbor Investment Counsel
Massachusetts
$311K – – –
APWM
1794
Atlas Private Wealth Management
New York
$311K +$11.5K +155 +4%
OTL
1795
Oak Thistle LLC
New York
$310K +$310K +4,165 New
LSC
1796
Lesa Sroufe & Co
Washington
$307K – – –
CWP
1797
Cyndeo Wealth Partners
Florida
$306K -$72.7K -978 -19%
PA
1798
PFG Advisors
Arizona
$306K -$14.6K -196 -5%
LFA
1799
Landmark Financial Advisors
Kentucky
$305K +$8.4K +113 +3%
PR
1800
Payden & Rygel
California
$305K -$32.1M -432,100 -99%
70 71
72
73 74