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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 %
PA
1851
PFG Advisors
Arizona
$235K -$49.8K -720 -17%
CF
1852
Corrigan Financial
Rhode Island
$235K -$4.36K -63 -2%
IIM
1853
Ipswich Investment Management
Massachusetts
$234K – – –
RP
1854
Riverwater Partners
Wisconsin
$234K +$11.5K +166 +5%
CWS
1855
Cypress Wealth Services
California
$233K +$11.2K +158 +5%
DWM
1856
Defined Wealth Management
Oregon
$233K +$346 +5 +0.1%
PB
1857
Pinnacle Bancorp
Nebraska
$233K +$5.05K +73 +2%
HCM
1858
Hengehold Capital Management
Ohio
$233K +$23.7K +343 +11%
NC
1859
NinePointTwo Capital
California
$232K – – –
GWS
1860
Glassman Wealth Services
Virginia
$232K -$27.9K -403 -11%
TLFA
1861
True Link Financial Advisors
California
$232K – – –
AWAU
1862
Alliance Wealth Advisors (Utah)
Utah
$231K +$38.6K +558 +20%
SL
1863
Salomon & Ludwin
Virginia
$231K +$231K +3,338 New
SWM
1864
Seed Wealth Management
Illinois
$231K -$3.8K -55 -2%
FZCM
1865
Flynn Zito Capital Management
New York
$229K +$7.26K +105 +3%
FMTC
1866
Farmers & Merchants Trust Company
California
$228K +$19.2K +278 +9%
EWM
1867
Evermay Wealth Management
Virginia
$228K +$70K +1,012 +44%
GLA
1868
Good Life Advisors
Pennsylvania
$227K -$118K -1,706 -34%
OHIS
1869
Oak Harvest Investment Services
Texas
$227K +$2.97K +43 +1%
CGA
1870
Crescent Grove Advisors
Illinois
$226K +$226K +3,276 New
GA
1871
GFS Advisors
Texas
$226K +$226K +3,265 New
CCFM
1872
Clear Creek Financial Management
Washington
$226K +$2.01K +29 +0.9%
PCMC
1873
Paragon Capital Management (Colorado)
Colorado
$224K +$224K +3,240 New
KA
1874
Klingman & Associates
New York
$224K +$19.5K +282 +10%
FL
1875
Fort LP
Maryland
$223K +$4.22K +61 +2%
73 74
75
76 77