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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 %
DWT
976
Dorsey & Whitney Trust
South Dakota
$1.56M -$112K -1,600 -7%
GWM
977
GSB Wealth Management
Connecticut
$1.56M -$1.13M -16,140 -42%
QT
978
Quantbot Technologies
New York
$1.55M -$828K -11,863 -35%
AIM
979
ARGA Investment Management
Connecticut
$1.55M +$142K +2,032 +10%
FC
980
FCA Corp
Texas
$1.55M +$35.2K +504 +2%
WANY
981
Wealthspire Advisors (New York)
New York
$1.54M +$325K +4,650 +27%
NDSI
982
Newman Dignan & Sheerar Inc
Rhode Island
$1.53M -$154K -2,207 -9%
SAM
983
Sawgrass Asset Management
Florida
$1.52M +$249K +3,571 +20%
BLC
984
Brown, Lisle/Cummings
Rhode Island
$1.52M +$33.2K +476 +2%
GF
985
Gries Financial
Ohio
$1.52M +$122K +1,747 +9%
PCA
986
Peddock Capital Advisors
Massachusetts
$1.52M +$27.7K +397 +2%
SCM
987
Stevens Capital Management
Pennsylvania
$1.52M -$685K -9,809 -31%
RCAG
988
Rehmann Capital Advisory Group
Michigan
$1.52M +$77.9K +1,116 +5%
CFM
989
Capricorn Fund Managers
United Kingdom
$1.51M +$1.51M +21,640 New
DT
990
Diversified Trust
Tennessee
$1.51M -$107K -1,533 -7%
IRC
991
Investors Research Corp
Georgia
$1.49M – – –
ECU
992
Eisler Capital (US)
New York
$1.48M +$1.48M +21,204 New
SLI
993
Sumitomo Life Insurance
Japan
$1.48M -$19.2K -275 -1%
AA
994
ALPS Advisors
Colorado
$1.48M +$1.13M +16,193 +325%
BWM
995
BCGM Wealth Management
Indiana
$1.48M +$115K +1,650 +8%
EGM
996
Engineers Gate Manager
New York
$1.48M -$685K -9,808 -32%
WCM
997
Weik Capital Management
Pennsylvania
$1.47M -$8.73K -125 -0.6%
SFWA
998
Summit Financial Wealth Advisors
Louisiana
$1.47M +$187K +2,665 +15%
CSA
999
Cottage Street Advisors
Massachusetts
$1.47M +$2.72K +39 +0.2%
HT
1000
Heritage Trust
Oklahoma
$1.47M +$31K +444 +2%
38 39
40
41 42