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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 %
TPCW
951
TD Private Client Wealth
New York
$1.72M -$1.48M -21,190 -46%
IAS
952
Investment Advisory Services
Texas
$1.72M -$65.1K -933 -4%
PI
953
PFG Investments
New York
$1.72M +$156K +2,235 +10%
AIM
954
Anchor Investment Management
South Carolina
$1.7M -$172K -2,458 -9%
1832 Asset Management
955
1832 Asset Management
Ontario, Canada
$1.69M -$121K -1,726 -7%
QCM
956
Quantinno Capital Management
New York
$1.69M -$1.15M -16,495 -41%
GWM
957
Greenwich Wealth Management
Connecticut
$1.68M – – –
GTAM
958
Global Trust Asset Management
Florida
$1.67M -$240K -3,437 -13%
FGI
959
Foresight Global Investors
New York
$1.67M -$222K -3,175 -12%
WFI
960
West Family Investments
California
$1.65M -$49.7K -712 -3%
HA
961
Herold Advisors
New York
$1.65M -$420K -6,010 -20%
MWM
962
Massachusetts Wealth Management
Massachusetts
$1.65M +$54.1K +775 +3%
BAM
963
Byrne Asset Management
New Jersey
$1.62M -$81.7K -1,170 -5%
1WA
964
180 Wealth Advisors
Washington
$1.62M +$96.1K +1,376 +6%
SC
965
Stolper & Co
Oklahoma
$1.61M +$64K +917 +4%
ESB
966
Essex Savings Bank
Connecticut
$1.61M +$56.5K +810 +4%
SC
967
Sawyer & Company
Massachusetts
$1.61M -$908 -13 -0.1%
PS
968
Pensionfund Sabic
Netherlands
$1.61M – – –
LGF
969
LGT Group Foundation
Liechtenstein
$1.6M +$67.7K +971 +4%
HAIM
970
Hunter Associates Investment Management
Pennsylvania
$1.59M -$619K -8,973 -28%
BAM
971
Boyar Asset Management
New York
$1.59M -$20.2K -290 -1%
MC
972
Maverick Capital
Texas
$1.58M +$483K +6,916 +44%
KIA
973
KCM Investment Advisors
California
$1.58M +$19.6K +281 +1%
WCBA
974
Weaver C. Barksdale & Associates
Tennessee
$1.57M +$262K +3,755 +20%
EHWM
975
Eads & Heald Wealth Management
Georgia
$1.56M -$101K -1,449 -6%
37 38
39
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