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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 %
JCM
2326
Janney Capital Management
Pennsylvania
– – -4,438 Closed
CCMG
2327
Clark Capital Management Group
Pennsylvania
– – -4,272 Closed
AAMC
2328
Asset Allocation & Management Company
Illinois
– – -4,000 Closed
NLP
2329
Next Level Private
New York
– – -3,928 Closed
TTWM
2330
TCV Trust & Wealth Management
Virginia
– – -3,888 Closed
IFU
2331
iSAM Funds (UK)
United Kingdom
– – -3,710 Closed
TNAM
2332
Terra Nova Asset Management
New York
– – -3,693 Closed
EA
2333
Emerald Advisers
Pennsylvania
– – -3,615 Closed
BWM
2334
BCS Wealth Management
Tennessee
– – -3,566 Closed
WCP
2335
Welch Capital Partners
New York
– – -3,550 Closed
FBB
2336
Fulton Breakefield Broenniman
Maryland
– – -3,522 Closed
WAM
2337
Wakefield Asset Management
Colorado
– – -3,497 Closed
MWPCG
2338
Measured Wealth Private Client Group
New Hampshire
– – -3,430 Closed
CG
2339
Corundum Group
Colorado
– – -3,417 Closed
CPIA
2340
Cornell Pochily Investment Advisors
New York
– – -3,362 Closed
LGA
2341
Lebenthal Global Advisors
New York
– – -3,329 Closed
CMS
2342
Capital Market Strategies
Florida
– – -3,317 Closed
IPW
2343
Invictus Private Wealth
Colorado
– – -3,315 Closed
CGA
2344
Crescent Grove Advisors
Illinois
– – -3,308 Closed
CAC
2345
Cowen and Company
New York
– – -3,181 Closed
CFA
2346
Compass Financial Advisors
Indiana
– – -3,116 Closed
FPWM
2347
FSB Premier Wealth Management
Iowa
– – -3,083 Closed
GM
2348
GeoWealth Management
Illinois
– – -3,040 Closed
AI
2349
Atom Investors
Texas
– – -2,968 Closed
TSS
2350
Two Sigma Securities
New York
– – -2,939 Closed
92 93
94
95 96