CVS Health
CVS
2,270 hedge funds and large institutions have $74.2B invested in CVS Health in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 987 increasing their positions, 940 reducing their positions, and 236 closing their positions.
20% more call options, than puts
Call options by funds: $1.34B | Put options by funds: $1.11B
5% more repeat investments, than reductions
Existing positions increased: 987 | Existing positions reduced: 940
0.06% less ownership
Funds ownership: 77.63% → 77.57% (-0.06%)
6% less funds holding
Funds holding: 2,409 → 2,270 (-139)
22% less capital invested
Capital invested by funds: $94.9B → $74.2B (-$20.6B)
36% less first-time investments, than exits
New positions opened: 152 | Existing positions closed: 236
56% less funds holding in top 10
Funds holding in top 10: 119 → 52 (-67)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
+$401M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$271M |
| 3 |
Amundi
Paris,
France
|
+$251M |
| 4 |
Goldman Sachs
New York
|
+$246M |
| 5 |
Renaissance Technologies
New York
|
+$210M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$2B |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$1.76B |
| 3 |
JP Morgan Chase
New York
|
-$355M |
| 4 |
State Street
Boston,
Massachusetts
|
-$240M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$239M |
CVS Hedge Fund Activity: Q1 2023 in Review
2,270 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q1 2023, worth a combined $74.2B — down 22% from $94.9B a quarter earlier.
Sellers outnumbered buyers: 236 funds closed out of CVS and 152 opened new positions — a net loss of 84 holders — while 940 trimmed existing stakes and 987 added.
The largest buyer was Two Sigma Advisers, adding an estimated $401M. The largest seller was Capital World Investors, cutting an estimated $2B.
- 2,270 institutional investors held CVS Health (CVS) as of Q1 2023, down from 2,409 in Q4 2022.
- Funds reported $74.2B of CVS Health stock for Q1 2023, down 22% quarter-over-quarter.
- 152 funds opened new CVS Health positions in Q1 2023 and 236 closed out, a net change of -84 holders.
- The largest CVS Health buyer in Q1 2023 was Two Sigma Advisers, an estimated $401M added.
- The largest CVS Health seller in Q1 2023 was Capital World Investors, an estimated $2B sold.
Based on aggregated 13F filings for Q1 2023.