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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 %
PWP
826
Principle Wealth Partners
Connecticut
$2.42M -$117K -1,679 -5%
WSC
827
Wellington Shields & Co
New York
$2.42M +$134K +1,922 +6%
GT
828
Greenleaf Trust
Michigan
$2.42M +$38.5K +551 +2%
PBK
829
Peoples Bank (Kansas)
Kansas
$2.41M +$2.41M +34,459 New
TCOT
830
Trust Company of Toledo
Ohio
$2.4M -$22.8K -326 -0.9%
WI
831
Wintrust Investments
Illinois
$2.39M -$56.7K -812 -2%
BC
832
Burney Company
Virginia
$2.39M -$38.5K -551 -2%
BCV
833
Banque Cantonale Vaudoise
Switzerland
$2.39M -$338K -4,837 -12%
RC
834
RBF Capital
California
$2.39M – – –
OAJ
835
Ogorek Anthony Joseph
New York
$2.38M -$908 -13 -0%
CA
836
CGN Advisors
Kansas
$2.37M +$112K +1,610 +5%
SC
837
Savant Capital
Illinois
$2.36M +$123K +1,762 +5%
CA
838
Cornerstone Advisors
North Carolina
$2.36M +$1.28M +18,400 +119%
LWMM
839
Legacy Wealth Management (Mississippi)
Mississippi
$2.36M -$3.14K -45 -0.1%
MA
840
Mutual Advisors
Nebraska
$2.35M -$143K -2,050 -6%
PTCG
841
Pring Turner Capital Group
California
$2.35M -$186K -2,667 -7%
AW
842
Apricus Wealth
South Carolina
$2.35M -$10.7K -150 -0.5%
HFM
843
Hartford Financial Management
Connecticut
$2.34M -$14.1K -202 -0.6%
RPC
844
Rossmore Private Capital
Connecticut
$2.34M +$196K +2,793 +9%
VRM
845
Vectors Research Management
New York
$2.34M -$40.6K -627 -2%
KJHP
846
K.J. Harrison & Partners
Ontario, Canada
$2.33M -$489K -7,000 -17%
EAM
847
Eagle Asset Management
Florida
$2.33M -$130K -1,868 -5%
TLCM
848
Twin Lakes Capital Management
California
$2.33M +$16.6K +238 +0.7%
KA
849
Kintegral Advisory
New York
$2.32M -$1.4K -20 -0.1%
KCM
850
Kornitzer Capital Management
Kansas
$2.31M – – –
32 33
34
35 36