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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 %
TC
2301
Toews Corporation
New Jersey
– – -8,300 Closed
AIA
2302
Alera Investment Advisors
Illinois
– – -8,227 Closed
GPWA
2303
Great Point Wealth Advisors
Massachusetts
– – -7,911 Closed
I
2304
InceptionR
California
– – -7,722 Closed
AAM
2305
Aureus Asset Management
Massachusetts
– – -7,640 Closed
GWA
2306
GGM Wealth Advisors
Maryland
– – -7,297 Closed
FNBOH
2307
First National Bank of Hutchinson
Kansas
– – -6,855 Closed
CG
2308
CFO4Life Group
Texas
– – -6,769 Closed
KC
2309
Kades & Cheifetz
Pennsylvania
– – -6,720 Closed
BCAM
2310
Boston Common Asset Management
Massachusetts
– – -6,594 Closed
ST
2311
Sabal Trust
Florida
– – -6,210 Closed
AIM
2312
Aspen Investment Management
Michigan
– – -6,035 Closed
SMH
2313
Sanders Morris Harris
Texas
– – -5,974 Closed
BBA
2314
Baader Bank Aktiengesellschaft
Germany
– – -5,960 Closed
ACP
2315
Aveo Capital Partners
Colorado
– – -5,889 Closed
PAM
2316
Premier Asset Management
Illinois
– – -5,711 Closed
KIG
2317
Kowal Investment Group
Wisconsin
– – -5,478 Closed
CCP
2318
Clarkston Capital Partners
Michigan
– – -5,377 Closed
NW
2319
Naviter Wealth
Arkansas
– – -5,359 Closed
JF
2320
Joule Financial
Kentucky
– – -5,205 Closed
CG
2321
Cutler Group
California
– – -4,985 Closed
CCA
2322
Childress Capital Advisors
Texas
– – -4,984 Closed
FIBT
2323
First International Bank & Trust
North Dakota
– – -4,864 Closed
MCP
2324
Mirador Capital Partners
California
– – -4,599 Closed
JCM
2325
Jag Capital Management
Missouri
– – -4,458 Closed
91 92
93
94 95