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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 %
MIM
1801
Morningstar Investment Management
Illinois
$305K +$61.7K +832 +25%
BAM
1802
Berkshire Asset Management
Pennsylvania
$305K +$305K +4,098 New
OCM
1803
One Capital Management
California
$304K -$25K -336 -8%
HR
1804
Howe & Rusling
New York
$303K -$29.5K -397 -9%
HI
1805
Hoey Investments
Pennsylvania
$299K -$33.8K -455 -10%
LRPA
1806
L. Roy Papp & Associates
Arizona
$299K – – –
AA
1807
AlphaQ Advisors
Florida
$298K -$91.4K -1,230 -23%
OC
1808
Oakworth Capital
Alabama
$297K – – –
SFG
1809
SevenBridge Financial Group
Pennsylvania
$297K – – –
AFP
1810
Ausdal Financial Partners
Iowa
$297K -$20K -269 -6%
OA
1811
Operose Advisors
Wisconsin
$297K -$10.5K -141 -3%
SWMP
1812
Signature Wealth Management Partners
New Jersey
$295K +$41.7K +561 +16%
MWM
1813
Modera Wealth Management
New Jersey
$295K -$75K -1,009 -20%
SWA
1814
Sax Wealth Advisors
New Jersey
$293K -$20.1K -270 -6%
RPWA
1815
Regent Peak Wealth Advisors
Georgia
$292K -$14.6K -196 -5%
MSWM
1816
McGlone Suttner Wealth Management
Wisconsin
$292K +$7.65K +103 +3%
CFP
1817
Catalyst Financial Partners
Massachusetts
$292K -$45K -606 -13%
AMIM
1818
Aull & Monroe Investment Management
Alabama
$291K -$1.86K -25 -0.6%
IF
1819
IRON Financial
Illinois
$291K +$291K +3,918 New
WG
1820
Welch Group
Alabama
$291K -$4.98K -67 -2%
LIA
1821
LBMC Investment Advisors
Tennessee
$290K – – –
CBT
1822
Central Bank & Trust
Kentucky
$289K -$1.12K -15 -0.4%
LCM
1823
Leisure Capital Management
California
$287K +$4.31K +58 +2%
WAG
1824
Winthrop Advisory Group
Massachusetts
$287K -$41.4K -557 -13%
VAM
1825
Verity Asset Management
North Carolina
$287K -$7.06K -95 -2%
71 72
73
74 75