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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 %
AG
2351
Appleton Group
Wisconsin
– – -2,925 Closed
PJSIMP
2352
P.J. Schmidt Investment Management (PJS)
Wisconsin
– – -2,890 Closed
CAM
2353
Congress Asset Management
Massachusetts
– – -2,875 Closed
HCM
2354
Hodges Capital Management
Texas
– – -2,863 Closed
GTCM
2355
Gyon Technologies Capital Management
New Jersey
– – -2,850 Closed
CGFA
2356
Colton Groome Financial Advisors
North Carolina
– – -2,831 Closed
WCM
2357
WealthBridge Capital Management
Ohio
– – -2,828 Closed
SIM
2358
SSI Investment Management
California
– – -2,820 Closed
DCM
2359
Deuterium Capital Management
Florida
– – -2,807 Closed
TFCP
2360
Twin Focus Capital Partners
Massachusetts
– – -2,785 Closed
CWM
2361
Calamos Wealth Management
Illinois
– – -2,738 Closed
PIA
2362
Powell Investment Advisors
Florida
– – -2,717 Closed
RG
2363
Renaissance Group
Kentucky
– – -2,698 Closed
BMO
2364
Beck Mack & Oliver
New York
– – -2,691 Closed
SCM
2365
Stonehearth Capital Management
Massachusetts
– – -2,679 Closed
PSP
2366
Principal Street Partners
Tennessee
– – -2,678 Closed
ES
2367
ETF Store
Kansas
– – -2,676 Closed
W
2368
WealthOne
New York
– – -2,660 Closed
APW
2369
Aurora Private Wealth
New Jersey
– – -2,656 Closed
SW
2370
SlateStone Wealth
Florida
– – -2,638 Closed
CWG
2371
Crown Wealth Group
North Carolina
– – -2,637 Closed
KCM
2372
Kathmere Capital Management
Pennsylvania
– – -2,628 Closed
NAMM
2373
NorthStar Asset Management (Massachusetts)
Massachusetts
– – -2,627 Closed
ORC
2374
O'Rourke & Company
Massachusetts
– – -2,624 Closed
CWM
2375
CCG Wealth Management
California
– – -2,621 Closed
93 94
95
96 97