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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 %
LFASL
2001
Lugano Financial Advisors SA (LFA)
Switzerland
$107K +$3.94K +57 +4%
TCA
2002
Trifecta Capital Advisors
Illinois
$107K +$760 +11 +0.7%
MCM
2003
MV Capital Management
Maryland
$103K -$4.15K -60 -4%
SWM
2004
Sugarloaf Wealth Management
Georgia
$103K +$691 +10 +0.7%
UIA
2005
Ulland Investment Advisors
Minnesota
$102K +$25.5K +370 +33%
CCA
2006
Column Capital Advisors
Indiana
$101K – – –
DAM
2007
Delta Asset Management
Tennessee
$101K – – –
NIMI
2008
Natixis Investment Managers International
France
$98.7K -$6.08K -88 -6%
LWM
2009
LJI Wealth Management
Indiana
$95.1K +$95.1K +14,320 New
FCFS
2010
First Command Financial Services
Texas
$95K – – –
FCB
2011
First Command Bank
Texas
$95K – – –
FFA
2012
Fairfield Financial Advisors
Massachusetts
$92.9K +$761 +11 +0.8%
EBA
2013
Eagle Bay Advisors
New York
$92.2K -$20.7K -299 -18%
BBPWM
2014
Blue Bell Private Wealth Management
Pennsylvania
$92.2K – – –
NIC
2015
Northwest Investment Counselors
Oregon
$91.3K -$73.9K -1,069 -45%
TCM
2016
TD Capital Management
Tennessee
$87.3K -$6.78K -98 -7%
AS
2017
Altshuler Shaham
Israel
$86.9K +$86.9K +1,257 New
IHWM
2018
Iron Horse Wealth Management
Iowa
$86K – – –
MHR
2019
Matthew Hamilton Rosenberg
$83.2K -$35.5K -514 -30%
OP
2020
ORG Partners
Indiana
$83.2K +$83.2K +1,202 New
PGAM
2021
Princeton Global Asset Management
New Jersey
$82.9K -$6.5K -94 -7%
OLVIG
2022
Oliver Lagore Vanvalin Investment Group
Michigan
$82.6K -$5.6K -81 -6%
GCM
2023
Gables Capital Management
Florida
$81.4K – – –
AWM
2024
AllSquare Wealth Management
New York
$80.5K – – –
WAM
2025
Worth Asset Management
Texas
$76.2K +$51.7K +748 +211%
79 80
81
82 83