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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 %
PHIC
1276
Pine Haven Investment Counsel
Massachusetts
$749K -$29.7K -425 -4%
FCFC
1277
First Commonwealth Financial Corp
Pennsylvania
$749K +$16.4K +235 +2%
QT
1278
Quantamental Technologies
New York
$748K +$163K +2,341 +28%
WMP
1279
Wealth Management Partners
Arizona
$747K +$72.5K +1,039 +11%
LCGC
1280
Legacy Capital Group California
California
$747K -$666K -9,538 -47%
S
1281
SimplyRich
California
$745K – – –
OWA
1282
Outlook Wealth Advisors
Texas
$741K +$17.8K +255 +2%
MIM
1283
MTM Investment Management
South Carolina
$739K – – –
GEA
1284
Glen Eagle Advisors
New Jersey
$739K -$40.8K -585 -5%
HI
1285
Harbour Investments
Wisconsin
$736K +$24.7K +354 +3%
LKIM
1286
Lawson Kroeker Investment Management
Nebraska
$735K – – –
WA
1287
WBH Advisory
Maryland
$730K -$17.5K -250 -2%
HAG
1288
HF Advisory Group
Maryland
$730K -$33.8K -476 -4%
TC
1289
Trust Company
Kansas
$728K +$219K +3,139 +43%
TBNY
1290
Trustco Bank (New York)
New York
$727K -$40.1K -575 -5%
CCA
1291
Checchi Capital Advisers
California
$726K +$16.3K +233 +2%
BDFN
1292
Bond & Devick Financial Network
Minnesota
$726K -$24K -344 -3%
CC
1293
Cipher Capital
New York
$723K -$2.11M -30,226 -74%
ACA
1294
Aptus Capital Advisors
Alabama
$720K +$204K +2,922 +40%
FFA
1295
Farther Finance Advisors
California
$719K +$321K +4,597 +81%
SRG
1296
SBB Research Group
Illinois
$718K +$5.66K +81 +0.8%
USCWA
1297
U.S. Capital Wealth Advisors
Texas
$717K -$132K -1,897 -16%
AP
1298
Appleton Partners
Massachusetts
$709K -$107K -1,528 -13%
BWP
1299
Baldwin Wealth Partners
Massachusetts
$709K -$323K -4,625 -31%
AWA
1300
Aaron Wealth Advisors
Illinois
$704K -$1.52M -21,777 -68%
50 51
52
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