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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 %
BWM
1901
Brown Wealth Management
Illinois
$213K +$213K +3,080 New
TA
1902
TFG Advisers
Michigan
$213K -$12.4K -180 -6%
RF
1903
Robbins Farley
New Hampshire
$213K – – –
SW
1904
Solidarity Wealth
Utah
$213K – – –
AA
1905
Advisory Alpha
Michigan
$212K -$20.4K -295 -9%
KA
1906
KLCM Advisors
Wisconsin
$212K +$212K +3,068 New
WMA
1907
West Michigan Advisors
Michigan
$212K +$6.15K +89 +3%
JFGIW
1908
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$212K -$8.5K -123 -4%
WA1
1909
Wimmer Associates 1
California
$211K – – –
PCM
1910
Pointe Capital Management
Michigan
$210K – – –
TF
1911
Trek Financial
Arizona
$209K +$209K +3,026 New
GFA
1912
Gallagher Fiduciary Advisors
Illinois
$209K -$17.8K -258 -8%
NW
1913
Naviter Wealth
Arkansas
$209K +$209K +3,020 New
HA
1914
Harfst & Associates
Wyoming
$208K -$330K -4,769 -61%
RFA
1915
Resurgent Financial Advisors
Georgia
$207K -$4.63K -67 -2%
GCIA
1916
Gabelli & Co Investment Advisers
New York
$207K – – –
APIM
1917
Agate Pass Investment Management
Washington
$207K – – –
TC
1918
Truvestments Capital
Florida
$207K +$1.52K +22 +0.7%
BWM
1919
Baron Wealth Management
Michigan
$207K +$207K +2,996 New
EWS
1920
Evergreen Wealth Solutions
Pennsylvania
$206K +$206K +2,977 New
FWP
1921
Falcon Wealth Planning
California
$206K +$206K +2,976 New
HFP
1922
Holistic Financial Partners
Indiana
$205K +$8.43K +122 +4%
PWP
1923
Private Wealth Partners
California
$205K -$6.91K -100 -3%
KFGK
1924
Keystone Financial Group (Kentucky)
Kentucky
$205K +$205K +2,965 New
AO
1925
Advisor OS
Illinois
$205K -$9.47K -137 -4%
75 76
77
78 79