CVS Health
CVS
2,208 hedge funds and large institutions have $69B invested in CVS Health in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 964 increasing their positions, 920 reducing their positions, and 165 closing their positions.
23% more call options, than puts
Call options by funds: $1.39B | Put options by funds: $1.14B
5% more repeat investments, than reductions
Existing positions increased: 964 | Existing positions reduced: 920
1% more capital inflows, than outflows
Capital inflows: $4.53B | Capital outflows: $4.47B
0.15% more ownership
Funds ownership: 77.6% → 77.75% (+0.15%)
3% less funds holding
Funds holding: 2,272 → 2,208 (-64)
17% less funds holding in top 10
Funds holding in top 10: 52 → 43 (-9)
30% less first-time investments, than exits
New positions opened: 115 | Existing positions closed: 165
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$543M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$401M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$243M |
| 4 |
Barclays
London,
United Kingdom
|
+$193M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$170M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$534M |
| 2 |
Veritas Asset Management
London,
United Kingdom
|
-$419M |
| 3 |
Renaissance Technologies
New York
|
-$259M |
| 4 |
Bank of New York Mellon
New York
|
-$179M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$162M |
CVS Hedge Fund Activity: Q2 2023 in Review
2,208 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q2 2023, worth a combined $69B — down 7.2% from $74.3B a quarter earlier.
Sellers outnumbered buyers: 165 funds closed out of CVS and 115 opened new positions — a net loss of 50 holders — while 920 trimmed existing stakes and 964 added.
The largest buyer was Fidelity Investments, adding an estimated $543M. The largest seller was JP Morgan Chase, cutting an estimated $534M.
- 2,208 institutional investors held CVS Health (CVS) as of Q2 2023, down from 2,272 in Q1 2023.
- Funds reported $69B of CVS Health stock for Q2 2023, down 7.2% quarter-over-quarter.
- 115 funds opened new CVS Health positions in Q2 2023 and 165 closed out, a net change of -50 holders.
- The largest CVS Health buyer in Q2 2023 was Fidelity Investments, an estimated $543M added.
- The largest CVS Health seller in Q2 2023 was JP Morgan Chase, an estimated $534M sold.
Based on aggregated 13F filings for Q2 2023.