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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 %
MHS
2276
M Holdings Securities
Oregon
– – -32,876 Closed
HIP
2277
HUB Investment Partners
Texas
– – -30,738 Closed
CWP
2278
Capital Wealth Planning
Florida
– – -27,466 Closed
HIS
2279
Horizon Investment Services
Indiana
– – -24,368 Closed
MAM
2280
Morse Asset Management
Connecticut
– – -22,465 Closed
JSC
2281
Jackson Square Capital
California
– – -17,094 Closed
WI
2282
Wahed Invest
New York
– – -17,035 Closed
BCP
2283
Blackhawk Capital Partners
Wisconsin
– – -15,434 Closed
AAS
2284
Annex Advisory Services
Wisconsin
– – -14,070 Closed
CWM
2285
Castle Wealth Management
Florida
– – -13,065 Closed
HC
2286
Hourglass Capital
Texas
– – -12,480 Closed
GCP
2287
Garda Capital Partners
Minnesota
– – -12,296 Closed
PF
2288
Phoenix Financial
Israel
– – -11,669 Closed
AT
2289
Arvest Trust
Oklahoma
– – -11,157 Closed
MUAMU
2290
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– – -11,000 Closed
SCP
2291
Stamos Capital Partners
California
– – -10,700 Closed
BBL
2292
Beck Bode LLC
Massachusetts
– – -10,631 Closed
SPA
2293
Sherbrooke Park Advisers
New York
– – -10,000 Closed
BCM
2294
Bluefin Capital Management
New York
– – -9,760 Closed
MC
2295
Miramar Capital
Illinois
– – -9,580 Closed
VCM
2296
Virtue Capital Management
Tennessee
– – -9,232 Closed
TCWM
2297
Total Clarity Wealth Management
Illinois
– – -9,172 Closed
CCM
2298
Chimera Capital Management
New York
– – -9,090 Closed
SAM
2299
Simplify Asset Management
Nevada
– – -9,042 Closed
CPC
2300
Cookson Peirce & Co
Pennsylvania
– – -8,925 Closed
90 91
92
93 94