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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 %
DLCIG
776
D.L. Carlson Investment Group
New Hampshire
$2.77M -$1.86M -26,653 -40%
HCM
777
Highlander Capital Management
New Jersey
$2.75M +$161K +2,300 +6%
IC
778
IEQ Capital
California
$2.75M -$128K -1,830 -4%
RAM
779
Roanoke Asset Management
New Jersey
$2.73M -$84.8K -1,215 -3%
CWM
780
C2C Wealth Management
Arizona
$2.73M +$249K +3,600 +10%
AIMCA
781
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.72M -$3.71M -53,128 -58%
PFS
782
Prospera Financial Services
Texas
$2.72M +$356K +5,098 +15%
DILIC
783
Dai-ichi Life Insurance Company
Japan
$2.72M -$1.26M -18,000 -32%
NGA
784
Naples Global Advisors
Florida
$2.7M +$235K +3,370 +10%
DA
785
DCM Advisors
New York
$2.7M -$131K -1,872 -5%
CM
786
Capula Management
Cayman Islands
$2.69M +$2.69M +38,596 New
CTC
787
Central Trust Company
Missouri
$2.69M -$536K -7,672 -17%
VIM
788
Vinva Investment Management
Australia
$2.69M -$35.6K -509 -1%
MYAM
789
Meiji Yasuda Asset Management
Japan
$2.66M +$235K +3,370 +10%
AIC
790
Archer Investment Corporation
Indiana
$2.66M +$189K +2,709 +8%
HIMC
791
Heritage Investors Management Corp
Maryland
$2.66M +$87.1K +1,247 +3%
ECM
792
Elgethun Capital Management
South Dakota
$2.66M +$221K +3,209 +9%
CIA
793
Choate Investment Advisors
Massachusetts
$2.65M +$458K +6,554 +21%
BIC
794
Beach Investment Counsel
Pennsylvania
$2.64M +$307K +4,403 +13%
LRWA
795
Long Run Wealth Advisors
New York
$2.64M +$128K +1,828 +5%
WWA
796
WCG Wealth Advisors
Nevada
$2.64M +$1.32M +18,714 +100%
ATPW
797
Ashton Thomas Private Wealth
Arizona
$2.62M +$24.2K +347 +0.9%
SWS
798
SYSTM Wealth Solutions
Illinois
$2.62M -$1.09M -15,654 -29%
FMC
799
First Merchants Corp
Indiana
$2.61M -$54.8K -785 -2%
CP
800
Cumberland Partners
Ontario, Canada
$2.61M +$403K +5,770 +18%
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