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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 %
CDH
2426
Charles D. Hyman
– – -2,254 Closed
CFG
2427
Carr Financial Group
Massachusetts
– – -2,247 Closed
SWMG
2428
Signature Wealth Management Group
Georgia
– – -2,240 Closed
WCM
2429
Whitener Capital Management
North Carolina
– – -2,239 Closed
HCP
2430
Holt Capital Partners
Texas
– – -2,238 Closed
AWA
2431
ARQ Wealth Advisors
Arizona
– – -2,230 Closed
SFG
2432
StrategIQ Financial Group
Indiana
– – -2,228 Closed
LCM
2433
Liberty Capital Management
Michigan
– – -2,220 Closed
CI
2434
Carroll Investors
South Carolina
– – -2,200 Closed
AIFAIM
2435
American Institute for Advanced Investment Management
Arizona
– – -2,197 Closed
CCM
2436
Canal Capital Management
Virginia
– – -2,193 Closed
FBFS
2437
First Business Financial Services
Wisconsin
– – -2,181 Closed
GCC
2438
Game Creek Capital
Massachusetts
– – -2,175 Closed
P
2439
&Partners
Tennessee
– – -2,174 Closed
PD
2440
Planning Directions
Pennsylvania
– – -2,172 Closed
WA
2441
WESPAC Advisors
California
– – -2,163 Closed
AGC
2442
Aspen Grove Capital
Colorado
– – -2,151 Closed
AFA
2443
Alpha Financial Advisors
North Carolina
– – -2,147 Closed
MSCM
2444
McElhenny Sheffield Capital Management
Texas
– – -2,067 Closed
DFCM
2445
Dark Forest Capital Management
Puerto Rico
– – -1,782 Closed
TCM
2446
Traynor Capital Management
Pennsylvania
– – -1,754 Closed
AFS
2447
Annapolis Financial Services
Maryland
– – -1,740 Closed
CLOS
2448
Compagnie Lombard Odier SCmA
Switzerland
– – -1,733 Closed
KIA
2449
Kraematon Investment Advisors
Massachusetts
– – -1,732 Closed
MGI
2450
MayTech Global Investments
New York
– – -1,675 Closed
96 97
98
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