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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 %
CFMC
926
Curbstone Financial Management Corp
New Hampshire
$1.88M -$10.5K -150 -0.6%
TMAM
927
Tokio Marine Asset Management
Japan
$1.87M +$172K +2,460 +10%
NLGIA
928
Nippon Life Global Investors Americas
New York
$1.87M -$274K -3,920 -13%
VNA
929
Valley National Advisers
Pennsylvania
$1.86M -$42.7K -611 -2%
JWM
930
Jupiter Wealth Management
Colorado
$1.85M -$631K -9,324 -25%
ACM
931
Ategra Capital Management
Virginia
$1.85M +$21.8K +312 +1%
EP
932
Eudaimonia Partners
Tennessee
$1.84M -$18.5K -265 -1%
FMWA
933
Forvis Mazars Wealth Advisors
Missouri
$1.84M -$868K -12,437 -32%
BFC
934
Blue Fin Capital
Rhode Island
$1.84M -$186K -2,668 -9%
S
935
SignatureFD
Georgia
$1.84M -$187K -2,680 -9%
FCCM
936
First City Capital Management
Georgia
$1.81M -$117K -1,669 -6%
CJL
937
Cyrus J. Lawrence
New York
$1.81M -$19.5K -279 -1%
RSWM
938
Robertson Stephens Wealth Management
California
$1.8M -$886K -12,691 -33%
COI
939
Connable Office Inc
Michigan
$1.8M +$2.79K +40 +0.2%
TSWM
940
Triangle Securities Wealth Management
North Carolina
$1.78M -$26.3K -377 -1%
CIAS
941
Capital Investment Advisory Services
North Carolina
$1.78M +$292K +4,180 +20%
PAM
942
Paradigm Asset Management
New York
$1.77M -$105K -1,500 -6%
OHWP
943
Oak Harbor Wealth Partners
North Carolina
$1.77M -$3.91K -56 -0.2%
YIA
944
YHB Investment Advisors
Connecticut
$1.76M -$532K -7,617 -23%
EVM
945
Evelyn V. Moreno
$1.76M -$1.88M -26,911 -52%
6F
946
626 Financial
Michigan
$1.75M +$1.47K +21 +0.1%
AWAP
947
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.75M +$190K +2,727 +12%
WEG
948
World Equity Group
Illinois
$1.75M +$896K +12,837 +106%
PCM
949
Palouse Capital Management
Washington
$1.74M -$29.9K -428 -2%
CCG
950
Ceeto Capital Group
Florida
$1.73M -$104K -1,489 -6%
36 37
38
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