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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 %
KP
701
Keel Point
Alabama
$3.36M -$47.1K -675 -1%
VI
702
Vestcor Inc
New Brunswick, Canada
$3.35M -$605K -8,667 -15%
DGAM
703
Desjardins Global Asset Management
Quebec, Canada
$3.33M +$1.39M +19,868 +71%
LA
704
Legacy Advisors
Pennsylvania
$3.32M -$70.2K -1,005 -2%
IA
705
IFG Advisory
Georgia
$3.31M +$54.9K +787 +2%
SCM
706
SOL Capital Management
Maryland
$3.3M +$480K +6,871 +17%
BCB
707
Brian C. Broderick
$3.29M -$1.14M -16,363 -26%
SIA
708
SeaBridge Investment Advisors
New Jersey
$3.29M +$103K +1,470 +3%
TIAA Trust, National Association
709
TIAA Trust, National Association
North Carolina
$3.25M +$3.25M +46,577 New
LCS
710
Levin Capital Strategies
New York
$3.23M -$1.13M -16,146 -26%
HSA
711
HBK Sorce Advisory
Pennsylvania
$3.22M +$120K +1,718 +4%
PL
712
Perpetual Ltd
Australia
$3.22M +$500K +7,156 +18%
ECM
713
Estabrook Capital Management
New York
$3.21M -$35.6K -510 -1%
EH
714
Equitable Holdings
New York
$3.21M +$219K +3,135 +7%
PT
715
Plimoth Trust
Massachusetts
$3.18M +$330K +4,730 +12%
AWA
716
Arkadios Wealth Advisors
Georgia
$3.17M +$221K +3,164 +7%
AWM
717
Avitas Wealth Management
California
$3.17M -$484K -6,928 -13%
WIS
718
Wright Investors Service
Connecticut
$3.16M -$51.5K -737 -2%
CQS
719
Credential Qtrade Securities
$3.15M +$256K +3,664 +9%
MS
720
Madden Securities
Texas
$3.15M -$327K -4,677 -9%
EF
721
Empirical Finance
Pennsylvania
$3.15M +$301K +4,304 +11%
MWM
722
Meridian Wealth Management
Kentucky
$3.13M +$1.49M +21,405 +91%
GWM
723
Graybill Wealth Management
Illinois
$3.1M +$139K +1,989 +5%
FNT
724
First National Trust
Pennsylvania
$3.1M +$530K +7,588 +21%
AFA
725
AllGen Financial Advisors
Florida
$3.1M +$84.3K +1,208 +3%
27 28
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