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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 %
AAP
2126
Arax Advisory Partners
Colorado
$13.5K +$2.77K +40 +26%
CA
2127
Crewe Advisors
Utah
$13.2K -$44.8K -648 -77%
SF
2128
Safeguard Financial
Wisconsin
$13K +$13K +200 New
CPG
2129
Cornerstone Planning Group
New Jersey
$12.7K +$12.7K +184 New
IWP
2130
IAG Wealth Partners
Wisconsin
$11.7K +$69 +1 +0.6%
FSWA
2131
Financial Synergies Wealth Advisors
Texas
$11.3K -$27.9K -403 -71%
MAWCM
2132
Mine & Arao Wealth Creation & Management
California
$11K +$8.73K +126 +394%
SC
2133
Steph & Co
Wisconsin
$10.4K – – –
FPF
2134
First Pacific Financial
Washington
$10.2K +$10.2K +148 New
KC
2135
Kenfarb & Co
Kentucky
$10.2K – – –
AWM
2136
Atticus Wealth Management
Florida
$10.1K +$69 +1 +0.7%
DCP
2137
Distillate Capital Partners
Illinois
$10K +$1.66K +24 +20%
AW
2138
Avion Wealth
Texas
$10K +$8.18K +126 +450%
WAS
2139
Winch Advisory Services
Wisconsin
$10K +$10K +150 New
FCAG
2140
First Capital Advisors Group
New Jersey
$9.82K +$9.82K +142 New
PFG
2141
Piershale Financial Group
Illinois
$9.33K +$69 +1 +0.7%
CAM
2142
Close Asset Management
United Kingdom
$9K – – –
RWPA
2143
Richard W. Paul & Associates
Michigan
$8.85K – – –
JFG
2144
JDM Financial Group
Texas
$8.43K – – –
EAM
2145
Eukles Asset Management
Ohio
$8.3K – – –
LF
2146
Lee Financial
Texas
$8.3K +$8.3K +120 New
IAS
2147
IMA Advisory Services
Colorado
$7.67K -$61.5K -889 -89%
MIM
2148
Macroview Investment Management
Maryland
$7.36K – – –
VSQM
2149
V-Square Quantitative Management
Illinois
$7.33K +$7.33K +106 New
EP
2150
Elkhorn Partners
Nebraska
$7K +$7K +100 New
84 85
86
87 88