CVS icon

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 %
HH
1051
Hilltop Holdings
Texas
$1.3M +$44.4K +636 +4%
CAM
1052
Columbia Asset Management
Michigan
$1.29M +$3.49K +50 +0.3%
FMTCOCP
1053
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.29M +$31.3K +448 +2%
EA
1054
Ellsworth Advisors
Ohio
$1.29M -$416K -5,890 -24%
SWA
1055
SFMG Wealth Advisors
Texas
$1.28M +$838 +12 +0.1%
MA
1056
MONECO Advisors
Connecticut
$1.28M +$31.1K +446 +2%
IIL
1057
Insight Inv LLC
California
$1.28M -$20.8K -295 -2%
FMAEN1
1058
Fund Management at Engine No 1
California
$1.28M +$117K +1,678 +10%
MMG
1059
Monetary Management Group
Missouri
$1.28M -$97.7K -1,400 -7%
TFA
1060
Transamerica Financial Advisors
Florida
$1.28M -$61.6K -882 -5%
MBTD
1061
Mechanics Bank - Trust Department
California
$1.27M -$155K -2,215 -11%
PA
1062
PSI Advisors
Florida
$1.27M +$40.4K +578 +3%
FFN
1063
Focus Financial Network
Minnesota
$1.26M -$37.6K -538 -3%
NG
1064
Northstar Group
New York
$1.26M -$243K -3,481 -16%
PIM
1065
Penobscot Investment Management
Massachusetts
$1.26M -$3.14K -45 -0.2%
NW
1066
NewEdge Wealth
Pennsylvania
$1.26M -$170K -2,441 -12%
DSC
1067
Duncker Streett & Co
Missouri
$1.25M -$20.9K -300 -2%
CCM
1068
Coldstream Capital Management
Washington
$1.25M +$120K +1,715 +11%
CM
1069
Columbus Macro
Pennsylvania
$1.25M -$88K -1,261 -7%
PSB
1070
Piscataqua Savings Bank
New Hampshire
$1.25M – – –
WAM
1071
Westport Asset Management
Connecticut
$1.24M – – –
GCP
1072
GSA Capital Partners
United Kingdom
$1.24M +$1.24M +17,747 New
CP
1073
CenterBook Partners
Connecticut
$1.24M -$56K -802 -4%
JWCA
1074
J.W. Cole Advisors
Florida
$1.24M -$164K -2,351 -12%
BAM
1075
Blueshift Asset Management
New Jersey
$1.23M +$1.23M +17,628 New
41 42
43
44 45