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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 %
SAG
1076
SageView Advisory Group
California
$1.22M +$80.2K +1,149 +7%
FCA
1077
FinTrust Capital Advisors
South Carolina
$1.22M +$25.5K +365 +2%
EWA
1078
EverSource Wealth Advisors
Alabama
$1.22M -$85.9K -1,230 -7%
NS
1079
NBC Securities
Alabama
$1.21M +$1.21M +17,337 New
SWM
1080
Spire Wealth Management
Virginia
$1.21M -$89.9K -1,288 -7%
PK
1081
Pflug Koory
Nebraska
$1.21M -$42.7K -611 -3%
PTC
1082
Private Trust Company
Ohio
$1.2M +$217K +3,103 +22%
SCM
1083
Suvretta Capital Management
New York
$1.2M – – –
AWP
1084
Accretive Wealth Partners
New Jersey
$1.2M +$26K +373 +2%
GVAG
1085
Great Valley Advisor Group
Delaware
$1.19M -$82.6K -1,183 -6%
OWA
1086
Octavia Wealth Advisors
Ohio
$1.19M -$9.85K -141 -0.8%
TCA
1087
Transcend Capital Advisors
New Jersey
$1.18M +$327K +4,678 +38%
BB
1088
Busey Bank
Illinois
$1.18M -$343K -4,909 -23%
MGIA
1089
Moneta Group Investment Advisors
Missouri
$1.17M +$66.5K +952 +6%
MIM
1090
Morningstar Investment Management
Illinois
$1.17M +$67.3K +964 +6%
BPWM
1091
Badgley Phelps Wealth Managers
Washington
$1.17M -$8.38M -120,012 -88%
NAS
1092
Nicolet Advisory Services
Wisconsin
$1.17M +$260K +3,768 +29%
WPC
1093
Wedmont Private Capital
Pennsylvania
$1.16M +$243K +3,417 +27%
DI
1094
DFPG Investments
Utah
$1.16M -$216K -3,229 -16%
RMAM
1095
Raab & Moskowitz Asset Management
New Jersey
$1.16M -$25K -358 -2%
AP
1096
Americana Partners
Texas
$1.16M -$367K -5,258 -24%
HW
1097
Hancock Whitney
Mississippi
$1.15M -$593K -8,500 -34%
TWA
1098
TCI Wealth Advisors
Arizona
$1.15M -$5.1K -73 -0.4%
DBRC
1099
D.B. Root & Company
Pennsylvania
$1.14M -$1.4K -20 -0.1%
UBG
1100
United Bank (Georgia)
Georgia
$1.14M -$40.5K -580 -3%
42 43
44
45 46