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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 %
PTP
1901
Platform Technology Partners
New York
$251K -$3.12K -42 -1%
PWS
1902
Precision Wealth Strategies
Missouri
$251K -$197K -2,657 -44%
BBWP
1903
Beacon Bridge Wealth Partners
Pennsylvania
$251K -$4.24K -57 -2%
CFAM
1904
Center For Asset Management
Florida
$251K +$6.09K +82 +2%
DWM
1905
Defined Wealth Management
Oregon
$250K – – –
AA
1906
Advisory Alpha
Michigan
$250K +$49.5K +666 +25%
NC
1907
NinePointTwo Capital
California
$249K +$69.5K +937 +39%
TLFA
1908
True Link Financial Advisors
California
$249K – – –
RI
1909
Ridgewood Investments
New Jersey
$249K +$249K +3,349 New
RWP
1910
Revolve Wealth Partners
New Jersey
$248K -$89.3K -1,202 -26%
CA
1911
Calton & Associates
Florida
$248K -$79.6K -1,071 -24%
ISWM
1912
Independent Solutions Wealth Management
New York
$248K -$23.8K -320 -9%
TWD
1913
True Wealth Design
Ohio
$246K +$208K +2,795 +540%
AA
1914
Addison Advisors
Vermont
$246K +$74 +1 +0%
PP
1915
PDS Planning
Ohio
$246K +$246K +3,309 New
PB
1916
Pinnacle Bancorp
Nebraska
$245K +$3.72K +50 +2%
GIM
1917
Groesbeck Investment Management
New Jersey
$244K – – –
GFA
1918
Gallagher Fiduciary Advisors
Illinois
$244K +$244K +3,279 New
KWM
1919
Kolinsky Wealth Management
New Jersey
$243K -$39.3K -529 -14%
FMP
1920
Financial Management Professionals
Texas
$242K +$44.2K +595 +22%
TA
1921
TFG Advisers
Michigan
$242K -$67.2K -904 -22%
CCFM
1922
Clear Creek Financial Management
Washington
$241K -$14.7K -198 -6%
OHIS
1923
Oak Harvest Investment Services
Texas
$240K -$5.2K -70 -2%
MCM
1924
Marathon Capital Management
Maryland
$240K – – –
FNC
1925
First National Corp
Massachusetts
$240K +$1.93K +26 +0.8%
75 76
77
78 79