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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 %
OIM
1026
Orca Investment Management
Oregon
$1.39M -$35.7K -511 -3%
LWM
1027
Ledge Wealth Management
Minnesota
$1.38M -$452K -6,474 -25%
SAM
1028
Secure Asset Management
Michigan
$1.38M +$693K +9,930 +101%
DI
1029
Diligent Investors
California
$1.38M -$28.8K -413 -2%
DCM
1030
Delta Capital Management
New Jersey
$1.38M -$41.9K -600 -3%
CHC
1031
City Holding Co
West Virginia
$1.38M -$103K -1,475 -7%
PA
1032
Profund Advisors
Maryland
$1.38M -$4.47K -64 -0.3%
ADL
1033
Asset Dedication LLC
California
$1.37M -$396K -5,678 -22%
CIA
1034
Cladis Investment Advisory
Montana
$1.37M +$4.61K +66 +0.3%
ICM
1035
Intrepid Capital Management
Florida
$1.37M – – –
BBHC
1036
Brown Brothers Harriman & Co
New York
$1.36M +$449K +6,436 +49%
PHS
1037
Pekin Hardy Strauss
Illinois
$1.36M -$76.8K -1,100 -5%
GSB
1038
Greenfield Savings Bank
Massachusetts
$1.35M +$49.8K +713 +4%
PCS
1039
Personal CFO Solutions
New Jersey
$1.35M +$34.3K +491 +3%
LMKC
1040
L.M. Kohn & Company
Ohio
$1.35M -$9.22K -132 -0.7%
SB
1041
Simmons Bank
Arkansas
$1.35M -$328K -4,700 -20%
SFCL
1042
Strengthening Families & Communities LLC
Massachusetts
$1.35M +$96.2K +1,378 +8%
AFM
1043
Abbot Financial Management
Massachusetts
$1.34M -$112K -1,604 -8%
MMM
1044
Mendel Money Management
Illinois
$1.33M +$85K +1,218 +7%
FLI
1045
Family Legacy Inc
South Carolina
$1.33M +$26.5K +380 +2%
SDWIA
1046
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.33M -$8.52K -122 -0.6%
SBH
1047
Segall Bryant & Hamill
Illinois
$1.33M -$34.3K -491 -3%
PGIM
1048
Pacific Global Investment Management
California
$1.32M +$76.2K +1,092 +6%
IWS
1049
Insight Wealth Strategies
California
$1.32M +$167K +2,390 +14%
WE
1050
Wealth Effects
Massachusetts
$1.32M -$19.2K -275 -1%
40 41
42
43 44