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CVS Health
CVS

Overview Fund Activity

2,098 hedge funds and large institutions have $69.9B invested in CVS Health in 2023 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 774 increasing their positions, 1,014 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,098
Holders Change
-90
Holders Change %
-4.11%
% of All Funds
33.45%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.8%
New
111
Increased
774
Reduced
1,014
Closed
173
Calls
$1.7B
Puts
$1.32B
Net Calls
+$380M
Net Calls Change
+$124M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.4B
2
Dodge & Cox
Dodge & Cox
California
+$747M
3
Capital World Investors
Capital World Investors
California
+$694M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$544M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M

Top Sellers

1
BlackRock
BlackRock
New York
-$489M
2
Boston Partners
Boston Partners
Massachusetts
-$452M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$180M
4
Ameriprise
Ameriprise
Minnesota
-$173M
5
Morgan Stanley
Morgan Stanley
New York
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
576
Capital Analysts LLC
Pennsylvania
$5.26M +$25.9K +371 +0.5%
KC
577
Kepos Capital
New York
$5.24M -$8.73M -125,000 -63%
AWS
578
Atria Wealth Solutions
New York
$5.19M +$12.3K +176 +0.2%
GMA
579
Glassy Mountain Advisors
Maryland
$5.18M -$206K -2,949 -4%
BKA
580
Brick & Kyle Associates
Pennsylvania
$5.17M +$51K +731 +1%
NA
581
NewEdge Advisors
Louisiana
$5.16M -$1.69M -24,159 -25%
TI
582
tru Independence
Oregon
$5.16M +$157K +2,242 +3%
ONSWM
583
Old North State Wealth Management
North Carolina
$5.15M +$1.33M +19,048 +35%
CSPAM
584
Cary Street Partners Asset Management
Virginia
$5.14M +$34.3K +491 +0.7%
WC
585
Woodstock Corp
Massachusetts
$5.11M -$2.32M -33,225 -31%
QCM
586
Qsemble Capital Management
New York
$5.11M +$5.11M +73,200 New
RWM
587
Rench Wealth Management
Texas
$5.11M +$27.6K +395 +0.5%
EIP
588
Easterly Investment Partners
Massachusetts
$4.97M -$7.36M -105,426 -60%
Carson Wealth (CWM LLC)
589
Carson Wealth (CWM LLC)
Nebraska
$4.95M +$79.5K +1,139 +2%
CWM
590
CIBC World Markets
New York
$4.95M -$5.54M -79,362 -53%
OTPPB
591
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.92M +$778K +11,143 +19%
BCM
592
Birch Capital Management
Texas
$4.9M -$484K -6,926 -9%
PP
593
Prudential plc
United Kingdom
$4.89M -$2.87M -41,083 -37%
HAI
594
Hennessy Advisors Inc
California
$4.87M -$105K -1,500 -2%
Fisher Asset Management
595
Fisher Asset Management
Washington
$4.83M +$164K +2,352 +4%
WTC
596
WhitTier Trust Company
Nevada
$4.82M -$88K -1,261 -2%
PCIA
597
Prime Capital Investment Advisors
Kansas
$4.82M -$1.41M -20,237 -23%
BCWM
598
Bartlett & Co Wealth Management
Ohio
$4.81M -$264K -3,775 -5%
BC
599
Bartlett & Co
Ohio
$4.81M -$264K -3,775 -5%
MWM
600
Modera Wealth Management
New Jersey
$4.81M -$447K -6,403 -9%
22 23
24
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