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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 %
CCP
2176
Cunning Capital Partners
North Carolina
$2.08K -$2.23M -30,020 Closed
JMF
2177
Johnson Midwest Financial
Iowa
$1.95K – – –
SHIM
2178
Stone House Investment Management
Pennsylvania
$1.81K +$1.81K +26 New
CJL
2179
Cyrus J. Lawrence
New York
$1.81K -$6.21K -89,833 -77%
MWA
2180
Miller Wealth Advisors
Colorado
$1.73K -$21.2K -307 -92%
TCM
2181
Tradewinds Capital Management
Washington
$1.25K -$9.96K -144 -89%
DWA
2182
Delos Wealth Advisors
Texas
$1.04K – – –
CWA
2183
Clearview Wealth Advisors
Oregon
$1.04K – – –
TWP
2184
TFO Wealth Partners
Ohio
$899 – – –
GWM
2185
Guardian Wealth Management
Illinois
$730 -$31.1K -469 -98%
NMG
2186
New Millennium Group
Utah
$357 -$41.3K -579 -99%
RTL
2187
Red Tortoise LLC
Georgia
$277 – – –
Comerica Bank
2188
Comerica Bank
Texas
$165 +$166 +1,745,328 New
KIG
2189
Kessler Investment Group
Indiana
$138 – – –
IAIM
2190
Industrial Alliance Investment Management
Quebec, Canada
– -$59.1M -795,593 Closed
JPMPWA
2191
J.P. Morgan Private Wealth Advisors
California
– -$54.7M -735,753 Closed
OCM
2192
Osterweis Capital Management
California
– -$19.8M -266,767 Closed
QC
2193
Quadrature Capital
United Kingdom
– -$18.3M -246,292 Closed
CM
2194
Capula Management
Cayman Islands
– -$17.6M -236,816 Closed
DKCM
2195
Davidson Kempner Capital Management
New York
– -$16.7M -225,000 Closed
Holocene Advisors
2196
Holocene Advisors
New York
– -$14.2M -191,016 Closed
DDPIC
2197
Deroy & Devereaux Private Investment Counsel
Michigan
– -$12.8M -172,477 Closed
AC
2198
Armistice Capital
New York
– -$11.6M -156,000 Closed
MCM
2199
Mill Capital Management
North Carolina
– -$10.1M -135,806 Closed
FC
2200
FORA Capital
Florida
– -$9.97M -134,102 Closed
86 87
88
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