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CVS Health
CVS

Overview Fund Activity

2,253 hedge funds and large institutions have $74.3B invested in CVS Health in 2023 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 977 increasing their positions, 939 reducing their positions, and 235 closing their positions.

Holders
2,253
Holders Change
-140
Holders Change %
-5.85%
% of All Funds
36.07%
Holding in Top 10
52
Holding in Top 10 Change
-66
Holding in Top 10 Change %
-55.93%
% of All Funds
0.83%
New
149
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
1
Two Sigma Advisers
New York
$406M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
Amundi
3
Amundi
France
$606M
4
OIAM
4
OFI Invest Asset Management
France
$220M
5
Goldman Sachs
5
Goldman Sachs
New York
$948M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$2.43B
2
Capital International Investors
2
Capital International Investors
California
$378M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.67B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$0
5
State Street
5
State Street
Massachusetts
$4.09B
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
2251
Clearview Wealth Advisors
Oregon
$1.12K 15 – –
TWP
2252
TFO Wealth Partners
Ohio
$966 13 +5 +63%
RTL
2253
Red Tortoise LLC
Georgia
$297 4 -513 -99%
KIG
2254
Kessler Investment Group
Indiana
$149 2 +2 New
Capital Research Global Investors
2255
Capital Research Global Investors
California
– – -2,562,112 Closed
FCM
2256
Farallon Capital Management
California
– – -694,259 Closed
ASC
2257
Atalanta Sosnoff Capital
New York
– – -305,983 Closed
Twin Tree Management
2258
Twin Tree Management
Texas
– – -187,740 Closed
HCM
2259
Hilton Capital Management
New York
– – -164,294 Closed
PWAG
2260
Polaris Wealth Advisory Group
California
– – -144,176 Closed
SFS
2261
Searcy Financial Services
Kansas
– – -79,687 Closed
FPTW
2262
Franklin, Parlapiano, Turner & Welch
Texas
– – -75,473 Closed
GMA
2263
Glassy Mountain Advisors
Maryland
– – -73,758 Closed
MFG
2264
Monte Financial Group
Connecticut
– – -71,798 Closed
VMPIC
2265
Varma Mutual Pension Insurance Co
Finland
– – -60,000 Closed
GCA
2266
Greenwood Capital Associates
South Carolina
– – -49,363 Closed
FAM
2267
Fred Alger Management
New York
– – -48,938 Closed
TC
2268
Taika Capital
Florida
– – -46,972 Closed
ZIG
2269
Zurich Insurance Group
Switzerland
– – -46,800 Closed
LG
2270
Leuthold Group
Minnesota
– – -44,563 Closed
LWIC
2271
Leith Wheeler Investment Counsel
British Columbia, Canada
– – -41,775 Closed
MCM
2272
Mitchell Capital Management
Kansas
– – -40,755 Closed
JWM
2273
Jackson Wealth Management
Florida
– – -35,264 Closed
AAM
2274
Arabesque Asset Management
United Kingdom
– – -33,542 Closed
CI
2275
CX Institutional
Indiana
– – -33,527 Closed
89 90
91
92 93