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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 %
WSCM
876
Wellington Shields Capital Management
New York
$2.13M +$2.72K +39 +0.1%
EHC
877
Everett Harris & Co
California
$2.12M -$4.05M -58,031 -66%
KWM
878
Kingsview Wealth Management
Oregon
$2.11M -$230K -3,296 -10%
LAM
879
Lakewood Asset Management
Illinois
$2.1M -$86.7K -1,242 -4%
CCP
880
Cunning Capital Partners
North Carolina
$2.1M +$2.1M +30,020 New
NFG
881
Nations Financial Group
Iowa
$2.09M +$120K +1,723 +6%
SFS
882
Sowell Financial Services
Arkansas
$2.09M -$1.57M -22,491 -43%
LG
883
LaFleur & Godfrey
Michigan
$2.08M +$24.1K +345 +1%
BFG
884
Bleakley Financial Group
New Jersey
$2.07M -$180K -2,576 -8%
SS
885
Simplicity Solutions
Minnesota
$2.07M -$179K -2,569 -8%
MCA
886
MSH Capital Advisors
Arizona
$2.07M +$79K +1,132 +4%
MP
887
McDonald Partners
Ohio
$2.07M +$324K +4,640 +19%
IAN
888
Integrated Advisors Network
Texas
$2.07M -$419K -6,006 -17%
CAG
889
Crestwood Advisors Group
Massachusetts
$2.06M +$1.47M +21,058 +248%
HSA
890
Hussman Strategic Advisors
Maryland
$2.05M -$489K -7,000 -19%
NWM
891
Northcape Wealth Management
New York
$2.05M -$21K -301 -1%
VNIM
892
Vaughan Nelson Investment Management
Texas
$2.05M +$26.2K +375 +1%
TCM
893
Twin Capital Management
Pennsylvania
$2.05M -$177K -2,537 -8%
CNC
894
Citizens & Northern Corp
Pennsylvania
$2.05M -$88K -1,261 -4%
CIC
895
Carnegie Investment Counsel
Ohio
$2.03M -$2.21M -31,715 -52%
RB
896
Rodgers Brothers
Pennsylvania
$2.03M -$20.9K -300 -1%
LFRG
897
Lazard Frères Gestion
France
$2.02M +$27.2K +390 +1%
Wolverine Trading
898
Wolverine Trading
Illinois
$2.02M -$1.82M -26,003 -47%
LNWWM
899
Laird Norton Wetherby Wealth Management
California
$2.01M -$4.61K -66 -0.2%
TCM
900
Teza Capital Management
Illinois
$2.01M +$2.01M +28,784 New
34 35
36
37 38