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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 %
MIM
2051
Meridiem Investment Management
United Kingdom
$152K – – –
CCM
2052
Chilton Capital Management
Texas
$148K +$148K +1,985 New
CSC
2053
Caldwell Sutter Capital
California
$145K +$136K +1,827 +1,473%
FWM
2054
Focused Wealth Management
New York
$144K -$5.35K -72 -4%
KFP
2055
KB Financial Partners
New Jersey
$144K -$13.3K -179 -8%
WWP
2056
WR Wealth Planners
Missouri
$142K +$136K +1,833 +2,263%
PMFA
2057
Plante Moran Financial Advisors
Michigan
$142K -$135K -1,820 -49%
SAI
2058
Systematic Alpha Investments
New Jersey
$141K +$141K +1,904 New
SWA
2059
SOA Wealth Advisors
New York
$139K -$61.5K -828 -31%
TIM
2060
Tortoise Investment Management
New York
$136K +$223 +3 +0.2%
KI
2061
Kapitalo Investimentos
Brazil
$135K +$135K +1,811 New
DIP
2062
DT Investment Partners
Pennsylvania
$133K – – –
SFFS
2063
Stonehage Fleming Financial Services
Jersey
$132K +$132K +1,775 New
JWM
2064
Janiczek Wealth Management
Colorado
$131K -$31.2K -417 -19%
SN
2065
Sittner & Nelson
Oregon
$130K -$3.94K -53 -3%
MHR
2066
Matthew Hamilton Rosenberg
$128K +$149 +2 +0.1%
CTA
2067
Colonial Trust Advisors
South Carolina
$127K -$19K -255 -13%
WOC
2068
West Oak Capital
California
$126K +$6.32K +85 +5%
SFM
2069
Systematic Financial Management
New Jersey
$125K – – –
GFA
2070
Gifford Fong Associates
California
$124K – – –
CT
2071
Clearstead Trust
Maine
$123K -$63.8K -858 -34%
TCWA
2072
Ten Capital Wealth Advisors
Washington
$123K -$669 -9 -0.5%
EBA
2073
Eagle Bay Advisors
New York
$121K -$43.8K -589 -27%
AWM
2074
Accel Wealth Management
Iowa
$119K +$5.72K +77 +5%
RFG
2075
RFP Financial Group
Georgia
$119K -$249K -3,350 -68%
81 82
83
84 85