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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 %
HCA
1851
Heck Capital Advisors
Wisconsin
$275K +$9.51K +128 +4%
SPP
1852
Single Point Partners
Massachusetts
$275K +$4.75K +64 +2%
BFA
1853
Beaumont Financial Advisors
Massachusetts
$275K -$11.2K -151 -4%
RFN
1854
Redwood Financial Network
Ohio
$274K +$8.32K +112 +3%
WP
1855
Westmount Partners
California
$273K +$21.6K +290 +9%
LC
1856
LCNB Corp
Ohio
$273K +$1.86K +25 +0.7%
JWM
1857
JGP Wealth Management
Oregon
$272K +$16.7K +225 +7%
TFM
1858
TFC Financial Management
Massachusetts
$271K +$1.26K +17 +0.5%
DWM
1859
Drive Wealth Management
Utah
$271K +$271K +3,648 New
NAM
1860
NTV Asset Management
West Virginia
$271K +$2.16K +29 +0.8%
CSWG
1861
Cardinal Strategic Wealth Guidance
Kentucky
$270K -$372 -5 -0.1%
EFM
1862
E Fund Management
China
$270K +$4.45K +60 +2%
CSB
1863
City State Bank
Iowa
$269K -$28.6K -385 -10%
FBA
1864
Front Barnett Associates
Illinois
$269K – – –
CPSAC
1865
Chas P. Smith & Associates (CPS)
Florida
$269K +$33.6K +452 +14%
SF
1866
Summit Financial
New Jersey
$268K +$7.58K +102 +3%
AF
1867
Apexium Financial
Texas
$268K +$7.28K +98 +3%
IAG
1868
Investment Advisory Group
Massachusetts
$268K +$74.3K +1,000 +38%
PCP
1869
Proficio Capital Partners
Massachusetts
$266K -$75.7K -1,019 -22%
Bank Julius Baer & Co
1870
Bank Julius Baer & Co
Switzerland
$266K -$102K -1,372 -28%
AFG
1871
AFS Financial Group
Maryland
$266K +$4.83K +65 +2%
GFL
1872
Granite FO LLC
New Hampshire
$265K +$265K +3,620 New
MCM
1873
Magnolia Capital Management
New York
$265K – – –
AL
1874
Aspiriant LLC
California
$265K -$4.31K -58 -2%
BFG
1875
Berger Financial Group
Minnesota
$264K +$51.4K +692 +24%
73 74
75
76 77