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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 %
MMA
901
Miracle Mile Advisors
California
$2M -$17.4K -249 -0.9%
IBOK
902
Independence Bank of Kentucky
Kentucky
$1.99M -$26.2K -375 -1%
RGC
903
Roberts, Glore & Co
Illinois
$1.98M +$122K +1,745 +7%
HPM
904
Hudson Portfolio Management
New York
$1.98M -$1.75K -25 -0.1%
AIA
905
Affinity Investment Advisors
California
$1.98M -$89.6K -1,283 -4%
SA
906
Strategic Advisors
New York
$1.98M +$59.6K +854 +3%
MIA
907
MMBG Investment Advisors
Florida
$1.97M +$44K +630 +2%
LNC
908
Lincoln National Corp
Pennsylvania
$1.96M +$66.3K +950 +3%
CG
909
Caprock Group
Idaho
$1.96M -$136K -1,947 -6%
TGAM
910
TBH Global Asset Management
Tennessee
$1.96M -$138K -1,975 -7%
BG
911
Bollard Group
Massachusetts
$1.96M -$4.12K -59 -0.2%
HWM
912
HB Wealth Management
Georgia
$1.95M +$199K +2,856 +11%
PWM
913
Perigon Wealth Management
California
$1.95M -$502K -7,189 -20%
SC
914
Searle & Co
Connecticut
$1.94M – – –
FTDI
915
First Trust Direct Indexing
Massachusetts
$1.94M +$132K +1,887 +7%
CCM
916
Chiron Capital Management
Florida
$1.94M +$363K +5,200 +23%
LD
917
Lipe & Dalton
New York
$1.94M – – –
ST
918
Sentinel Trust
Texas
$1.93M – – –
SXL
919
Summit X LLC
Missouri
$1.93M +$1.59M +22,799 +475%
AWM
920
Apollon Wealth Management
South Carolina
$1.92M -$141K -2,013 -7%
SMA
921
Sage Mountain Advisors
Georgia
$1.92M +$21.5K +308 +1%
CA
922
Continuum Advisory
Idaho
$1.92M +$491K +7,035 +34%
RPCONE
923
Retirement Planning Company of New England
Rhode Island
$1.91M -$123K -1,763 -6%
LWA
924
Lineweaver Wealth Advisors
Ohio
$1.91M -$195K -2,786 -9%
PAS
925
Park Avenue Securities
New York
$1.91M +$122K +1,753 +7%
35 36
37
38 39