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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 %
MFG
1151
Magnus Financial Group
New York
$1.02M -$84.9K -1,216 -8%
Group One Trading
1152
Group One Trading
Illinois
$1.02M +$480K +6,868 +89%
LIM
1153
Leavell Investment Management
Alabama
$1.02M -$22.6K -324 -2%
VVP
1154
Venture Visionary Partners
Ohio
$1.01M +$1.12K +16 +0.1%
KCM
1155
Knoll Capital Management
Florida
$1.01M – – –
RWM
1156
Ritholtz Wealth Management
New York
$1.01M +$23.5K +336 +2%
PWA
1157
Provenance Wealth Advisors
Florida
$1.01M +$1.01M +14,486 New
BG
1158
Bahl & Gaynor
Ohio
$1.01M -$59.1K -846 -6%
MTIC
1159
Missouri Trust & Investment Company
Missouri
$1.01M -$636K -9,107 -39%
SP
1160
Symmetry Partners
Connecticut
$1.01M -$71.5K -1,024 -7%
VFA
1161
Voya Financial Advisors
Connecticut
$1.01M +$319K +4,554 +46%
CAMG
1162
CWA Asset Management Group
Florida
$1.01M +$97.1K +1,390 +11%
IF
1163
Intrua Financial
Texas
$1.01M -$5.73K -82 -0.6%
BAM
1164
Belpointe Asset Management
Nevada
$1M -$24.4K -350 -2%
LWCFA
1165
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1M -$62.8K -902 -6%
HKAM
1166
Horizon Kinetics Asset Management
New York
$994K -$79.9K -1,144 -7%
FA
1167
FDx Advisors
Illinois
$991K +$85.8K +1,228 +9%
DPIM
1168
Duff & Phelps Investment Management
Illinois
$991K +$18.6K +267 +2%
CWS
1169
Confluence Wealth Services
Pennsylvania
$989K -$82.7K -1,184 -8%
NIM
1170
NEOS Investment Management
Connecticut
$987K +$987K +14,135 New
AC
1171
Addison Capital
Pennsylvania
$985K -$42.2K -604 -4%
1SB
1172
1ST Source Bank
Indiana
$984K +$12.6K +181 +1%
DA
1173
Duality Advisers
Florida
$976K -$3.9M -55,876 -80%
PEA
1174
Park Edge Advisors
Ohio
$976K -$141K -2,016 -13%
GIA
1175
Gladstone Institutional Advisory
Florida
$971K +$94.1K +1,348 +11%
45 46
47
48 49