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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 %
PAM
1876
Private Asset Management
California
$262K -$14.8K -199 -5%
DTC
1877
Davidson Trust Company
Washington
$262K +$23K +310 +10%
MCWS
1878
McKinley Carter Wealth Services
West Virginia
$261K -$4.16K -56 -2%
I2I
1879
Insight 2811 Inc
Illinois
$261K -$10.3K -138 -4%
FWTB
1880
First Western Trust Bank
Colorado
$260K -$4.83K -65 -2%
SFG
1881
Sather Financial Group
Texas
$260K -$19.2K -259 -7%
CCM
1882
CAAS Capital Management
New York
$260K +$260K +3,500 New
OPTFSNA
1883
Old Point Trust & Financial Services N A
Virginia
$260K – – –
ATWA
1884
Arbor Trust Wealth Advisors
Michigan
$257K -$52.1K -701 -17%
LFRG
1885
Lazard Frères Gestion
France
$257K +$257K +4,081 New
CF
1886
Corrigan Financial
Rhode Island
$257K -$25.6K -345 -9%
QCIG
1887
Quad-Cities Investment Group
Iowa
$256K -$22.2K -299 -8%
FWM
1888
Finer Wealth Management
Massachusetts
$256K -$2.16K -29 -0.8%
FDDB
1889
Fidelity D&D Bancorp
Pennsylvania
$255K +$255K +3,198 New
RCA
1890
Riverview Capital Advisers
Massachusetts
$255K +$1.71K +23 +0.7%
RWP
1891
RWA Wealth Partners
Massachusetts
$255K – – –
GSIAS
1892
Garden State Investment Advisory Services
New Jersey
$255K -$40.3K -543 -14%
AMM
1893
American Money Management
California
$254K +$223 +3 +0.1%
LCC
1894
Lincoln Capital Corp
Rhode Island
$254K -$2.54M -34,137 -91%
AA
1895
Alta Advisers
United Kingdom
$253K – – –
WAM
1896
Watershed Asset Management
California
$252K +$252K +3,395 New
SFG
1897
Sovereign Financial Group
Connecticut
$252K -$3.57K -48 -1%
SFO
1898
Stokes Family Office
Louisiana
$252K -$28.8K -387 -10%
IIM
1899
Ipswich Investment Management
Massachusetts
$252K – – –
SWM
1900
Seed Wealth Management
Illinois
$252K -$22.3K -300 -8%
74 75
76
77 78