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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 %
LOAMS
1251
Lombard Odier Asset Management (Switzerland)
Switzerland
$797K -$75.4K -1,080 -9%
FCP
1252
Fidelis Capital Partners
Florida
$796K +$111K +1,585 +16%
SGI
1253
Summit Global Investments
Utah
$794K +$102K +1,467 +15%
MAM
1254
Meeder Asset Management
Ohio
$790K -$2.18M -31,240 -73%
III
1255
Independent Investors Inc
New York
$789K -$76.8K -1,100 -9%
AFG
1256
Atomi Financial Group
New York
$787K -$286K -4,101 -27%
GWCM
1257
Godshalk Welsh Capital Management
Pennsylvania
$778K -$83.8K -1,200 -10%
NL
1258
Navalign LLC
California
$776K +$29.1K +417 +4%
FNFDCM
1259
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$776K +$70 +1 +0%
APG
1260
Abacus Planning Group
South Carolina
$775K -$94.5K -1,353 -11%
RI
1261
Ridgewood Investments
New Jersey
$773K -$58.6K -840 -7%
AF
1262
Allworth Financial
California
$773K +$14.6K +209 +2%
CGL
1263
Clarius Group LLC
Washington
$770K -$110K -1,582 -13%
CHAM
1264
Clear Harbor Asset Management
Connecticut
$768K +$36K +515 +5%
CAAS
1265
Capital Asset Advisory Services
Michigan
$767K +$21.4K +299 +3%
WPC
1266
White Pine Capital
Minnesota
$767K -$73.7K -1,056 -9%
TFA
1267
Teamwork Financial Advisors
Texas
$765K +$22.3K +319 +3%
ACP
1268
Aviance Capital Partners
Florida
$764K +$67.2K +963 +10%
IAMOG
1269
Investors Asset Management of Georgia
Georgia
$763K +$141K +2,052 +23%
FFA
1270
Founders Financial Alliance
North Carolina
$756K -$48.4K -693 -6%
BW
1271
Bison Wealth
Georgia
$753K -$745K -10,671 -50%
MWM
1272
Moran Wealth Management
Florida
$752K +$752K +10,775 New
FWM
1273
Forza Wealth Management
Florida
$752K +$14K +200 +2%
CCG
1274
Cypress Capital Group
Florida
$752K -$660K -9,458 -47%
CP
1275
Camelot Portfolios
Ohio
$751K -$280K -4,017 -27%
49 50
51
52 53