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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 %
RDFA
2151
Ritter Daniher Financial Advisory
Ohio
$6.92K – – –
EWP
2152
Elevation Wealth Partners
California
$6.91K – – –
LSA
2153
Lansing Street Advisors
Pennsylvania
$6.91K – – –
NSG
2154
Nalls Sherbakoff Group
Tennessee
$6.8K – – –
SIC
2155
SJS Investment Consulting
Ohio
$6.5K -$3.18K -46 -33%
GWSA
2156
Global Wealth Strategies & Associates
Colorado
$6.5K – – –
DAC
2157
Dividend Assets Capital
South Carolina
$6K -$17.4K -244 -74%
HF
2158
Halpern Financial
Virginia
$5.74K – – –
AWM
2159
Activest Wealth Management
Florida
$5.64K -$1.13K -15 -17%
PO
2160
Private Ocean
California
$5.39K -$15.4K -223 -74%
DI
2161
Disciplined Investments
Oklahoma
$5.32K +$2.7K +39 +103%
POIA
2162
Pin Oak Investment Advisors
Texas
$5K – – –
CWM
2163
Cedar Wealth Management
California
$4.77K – – –
KHC
2164
Koesten Hirschmann & Crabtree
Kansas
$4.15K +$4.15K +60 New
UFF
2165
USA Financial Formulas
Michigan
$3.87K – – –
OSNBOA
2166
Old Second National Bank of Aurora
Illinois
$3.6K – – –
NL
2167
NVWM LLC
Pennsylvania
$3.46K +$3.46K +50 New
CPA
2168
Cowen Prime Advisors
New York
$3.18K – – –
FPFS
2169
First Personal Financial Services
North Carolina
$3.11K – – –
FGAM
2170
Financial Gravity Asset Management
Texas
$3.09K -$224 -5 -7%
RDIA
2171
RE Dickinson Investment Advisors
Iowa
$3K -$1.68K -28 -36%
CCMI
2172
Creative Capital Management Investments
California
$2.77K – – –
LIM
2173
Longfellow Investment Management
Massachusetts
$2.77K +$622 +9 +29%
PS
2174
PayPay Securities
Japan
$2.49K -$346 -5 -12%
BHWM
2175
Bay Harbor Wealth Management
Maryland
$2.21K +$207 +3 +10%
85 86
87
88 89