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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 %
CF
1126
Copperwynd Financial
Arizona
$1.07M +$12.4K +177 +1%
OC
1127
Oarsman Capital
Wisconsin
$1.07M -$30.1K -431 -3%
ADMI
1128
Albert D. Mason Inc
Massachusetts
$1.07M +$3.49K +50 +0.3%
KA
1129
Kovack Advisors
Florida
$1.06M +$161K +2,312 +18%
MIC
1130
Meridian Investment Counsel
California
$1.06M -$14K -200 -1%
KOC
1131
Koss-Olinger Consulting
Florida
$1.06M +$465K +6,658 +79%
CF
1132
Centaurus Financial
California
$1.05M +$8.17K +117 +0.8%
PCM
1133
Prana Capital Management
Connecticut
$1.05M -$9.29M -133,127 -90%
TAM
1134
Trust Asset Management
Texas
$1.05M – – –
IAIM
1135
International Assets Investment Management
Florida
$1.05M -$3.03M -43,436 -74%
FFH
1136
Fairfax Financial Holdings
Ontario, Canada
$1.05M – – –
OA
1137
Oak Associates
Ohio
$1.05M -$223K -3,200 -18%
AWS
1138
Aspen Wealth Strategies
Colorado
$1.05M +$95.2K +1,363 +10%
IHL
1139
Investment House LLC
California
$1.04M -$1.6M -22,872 -60%
EWM
1140
Elmwood Wealth Management
California
$1.04M -$5.66K -81 -0.5%
FFM
1141
Forum Financial Management
Illinois
$1.04M -$3.14K -45 -0.3%
Jones Financial Companies
1142
Jones Financial Companies
Missouri
$1.04M +$365K +5,232 +54%
RWA
1143
Ropes Wealth Advisors
Massachusetts
$1.04M -$106K -1,524 -9%
AIP
1144
Ameritas Investment Partners
Nebraska
$1.03M -$26.7K -383 -3%
Qube Research & Technologies (QRT)
1145
Qube Research & Technologies (QRT)
United Kingdom
$1.03M -$130M -1,867,185 -99%
LIM
1146
Loudon Investment Management
New Hampshire
$1.03M +$645K +9,235 +167%
WA
1147
Wealth Alliance
New York
$1.03M +$15.4K +221 +2%
VCA
1148
Verdence Capital Advisors
Maryland
$1.02M +$152K +2,170 +17%
EFMC
1149
Empire Financial Management Company
New York
$1.02M -$1.48M -21,181 -59%
SIA
1150
Schechter Investment Advisors
Michigan
$1.02M -$461K -6,608 -31%
44 45
46
47 48