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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 %
RAM
1951
Readystate Asset Management
Illinois
$229K +$229K +3,081 New
RF
1952
Robbins Farley
New Hampshire
$229K – – –
SW
1953
Solidarity Wealth
Utah
$229K +$229K +3,075 New
RFA
1954
Resurgent Financial Advisors
Georgia
$228K -$152K -2,039 -40%
BHPW
1955
Beverly Hills Private Wealth
California
$228K +$29.5K +397 +15%
PWP
1956
Private Wealth Partners
California
$228K +$228K +3,068 New
TIA
1957
Tiemann Investment Advisors
California
$227K – – –
GA
1958
Greenspring Advisors
Maryland
$226K +$226K +3,048 New
SWP
1959
Semus Wealth Partners
Florida
$226K +$1.26K +17 +0.6%
PCM
1960
Pointe Capital Management
Michigan
$226K -$45.7K -615 -17%
FW
1961
FirstPurpose Wealth
Utah
$225K +$10.6K +142 +5%
HCM
1962
Hengehold Capital Management
Ohio
$225K +$74 +1 +0%
FMTC
1963
Farmers & Merchants Trust Company
California
$225K +$16.9K +228 +8%
CCP
1964
Cassia Capital Partners
North Carolina
$224K -$2.3K -31 -1%
PA
1965
Procyon Advisors
Connecticut
$224K -$12.7K -171 -5%
GCIA
1966
Gabelli & Co Investment Advisers
New York
$223K – – –
APIM
1967
Agate Pass Investment Management
Washington
$223K – – –
AIM
1968
Acropolis Investment Management
Missouri
$223K -$3.72K -50 -2%
SICM
1969
Sustainable Insight Capital Management
New York
$222K +$52K +700 +31%
IAP
1970
Indie Asset Partners
Indiana
$221K -$22.1K -298 -9%
WMA
1971
West Michigan Advisors
Michigan
$221K +$2.53K +34 +1%
SIS
1972
Sound Income Strategies
Florida
$221K – – –
TC
1973
Truvestments Capital
Florida
$221K -$38.4K -517 -15%
KA
1974
Klingman & Associates
New York
$220K -$30.8K -415 -12%
ST
1975
Somerset Trust
Pennsylvania
$220K +$1.71K +23 +0.8%
77 78
79
80 81