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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 %
IFU
1201
iSAM Funds (UK)
United Kingdom
$916K +$916K +13,119 New
CD
1202
Chapin Davis
Maryland
$914K +$3.77K +54 +0.4%
FRM
1203
Fox Run Management
Connecticut
$913K +$913K +13,076 New
WC
1204
Weil Company
California
$912K -$339K -4,851 -27%
LSAG
1205
Lake Street Advisors Group
New Hampshire
$911K +$21.7K +311 +2%
9WM
1206
9258 Wealth Management
Ohio
$910K +$68.7K +984 +8%
Fayez Sarofim & Co
1207
Fayez Sarofim & Co
Texas
$905K -$17.4K -249 -2%
KCM
1208
Kendall Capital Management
Maryland
$904K -$6.98K -100 -0.8%
SIG
1209
Sargent Investment Group
Maryland
$903K +$108K +1,546 +14%
IA
1210
IFP Advisors
Florida
$902K +$100K +1,437 +13%
IB
1211
Intrust Bank
Kansas
$896K +$82.9K +1,187 +10%
KCM
1212
KLK Capital Management
California
$895K +$198K +2,838 +28%
AWP
1213
Ascent Wealth Partners
New York
$894K +$39.5K +566 +5%
RWB
1214
RMR Wealth Builders
New Jersey
$890K -$14K -200 -2%
FFA
1215
Fortune Financial Advisors
Kansas
$890K +$44.7K +640 +5%
FFG
1216
Fortem Financial Group
California
$886K -$220K -3,144 -20%
SFI
1217
SPC Financial Inc
Maryland
$885K +$26.7K +383 +3%
BMC
1218
Beaton Management Company
Massachusetts
$884K -$10.5K -150 -1%
PG
1219
Proffitt & Goodson
Tennessee
$880K -$6.28K -90 -0.7%
NB
1220
Northwest Bancshares
Pennsylvania
$879K -$76.5K -1,096 -8%
JIP
1221
Jaffetilchin Investment Partners
Florida
$875K +$875K +12,539 New
CL
1222
CSS LLC
Illinois
$873K -$140K -2,000 -14%
EFM
1223
Eley Financial Management
Vermont
$872K +$4.27K +61 +0.5%
MFA
1224
Mayflower Financial Advisors
Massachusetts
$869K +$4.33K +62 +0.5%
DP
1225
Dearborn Partners
Illinois
$869K +$129K +1,842 +17%
47 48
49
50 51