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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 %
HFBOT
1176
Home Federal Bank of Tennessee
Tennessee
$969K -$26.5K -380 -3%
RBFC
1177
Roman Butler Fullerton & Co
Missouri
$964K -$30.5K -427 -3%
SIG
1178
Sky Investment Group
Connecticut
$962K -$123K -1,766 -11%
MAS
1179
Meeder Advisory Services
Ohio
$958K -$231K -3,313 -19%
CI
1180
Cigna Investments
Connecticut
$958K -$140K -2,003 -13%
SC
1181
SouthState Corp
Florida
$957K -$1.13M -16,148 -54%
DBIA
1182
Dumont & Blake Investment Advisors
New Jersey
$954K +$2.65K +38 +0.3%
TIA
1183
Trust Investment Advisors
Indiana
$954K -$39.4K -564 -4%
USB
1184
Union Savings Bank
Connecticut
$953K +$15.7K +225 +2%
NFA
1185
Northern Financial Advisors
Michigan
$951K -$230K -3,296 -19%
LW
1186
Lauer Wealth
Indiana
$951K -$23K -322 -2%
MPCG
1187
Matrix Private Capital Group
New York
$951K -$419 -6 -0%
DMBA
1188
Deseret Mutual Benefit Administrators
Utah
$946K -$64.9K -930 -6%
WFAG
1189
Worth Financial Advisory Group
North Carolina
$940K -$33.7K -483 -3%
TAM
1190
Tocqueville Asset Management
New York
$940K +$90.1K +1,290 +11%
SWM
1191
Silverlake Wealth Management
Vermont
$939K +$25.5K +365 +3%
DA
1192
Doliver Advisors
Texas
$935K +$3.49K +50 +0.4%
ECM
1193
EagleClaw Capital Management
Massachusetts
$933K -$17.5K -251 -2%
VIM
1194
Vista Investment Management
Pennsylvania
$930K -$9.64K -138 -1%
SIS
1195
Strategic Investment Solutions
Illinois
$928K +$914K +12,896 +6,200%
CPIG
1196
Chicago Partners Investment Group
Illinois
$928K +$13.9K +201 +2%
YC
1197
Yarbrough Capital
Tennessee
$923K – – –
BWA
1198
Blodgett Wealth Advisors
California
$921K -$88.9K -1,273 -9%
BCM
1199
Boltwood Capital Management
California
$916K +$698 +10 +0.1%
SFG
1200
Sterling Financial Group
California
$916K -$42.5K -608 -4%
46 47
48
49 50