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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 %
FAM
1326
Formidable Asset Management
Ohio
$660K +$66.8K +956 +11%
PWM
1327
Prentice Wealth Management
New York
$654K -$12.8K -184 -2%
NHT
1328
New Hampshire Trust
New Hampshire
$652K -$76.5K -1,096 -11%
CTFG
1329
Capstone Triton Financial Group
Oklahoma
$651K -$51.7K -740 -7%
PCP
1330
Pacific Capital Partners
$649K +$649K +9,300 New
WBCM
1331
Wilson & Boucher Capital Management
California
$644K +$70 +1 +0%
RT
1332
Rockland Trust
Massachusetts
$644K -$30.1K -431 -4%
KAS
1333
KPP Advisory Services
Kentucky
$642K +$642K +9,200 New
WPW
1334
Waldron Private Wealth
Pennsylvania
$640K -$80.4K -1,151 -11%
HHGC
1335
Hunting Hill Global Capital
New York
$639K -$300K -4,294 -32%
PMA
1336
Prudent Man Advisors
Illinois
$639K – – –
CA
1337
Cornerstone Advisory
Maryland
$638K -$69.7K -999 -10%
GWA
1338
GGM Wealth Advisors
Maryland
$638K +$349 +5 +0.1%
ST
1339
Smithfield Trust
Pennsylvania
$634K -$559 -8 -0.1%
RL
1340
Rogco LP
Oklahoma
$633K +$633K +9,070 New
EFH
1341
Eaton Financial Holdings
Florida
$631K +$39.4K +565 +7%
GL
1342
Graypoint LLC
New York
$630K -$19.3K -276 -3%
CASB
1343
Cape Ann Savings Bank
Massachusetts
$629K -$12.6K -180 -2%
IAS
1344
Insigneo Advisory Services
Florida
$628K +$95.3K +1,365 +18%
LFM
1345
LGT Fund Management
Liechtenstein
$627K – – –
PP
1346
Patten & Patten
Tennessee
$626K -$136K -1,955 -18%
MFC
1347
Mechanics Financial Corp
Ohio
$625K +$2.1K +30 +0.3%
AIM
1348
Aigen Investment Management
New York
$623K -$5.97M -85,575 -91%
IDBONY
1349
Israel Discount Bank of New York
New York
$623K -$15.9K -228 -2%
BSW
1350
Buckingham Strategic Wealth
Missouri
$623K -$86.6K -1,240 -12%
52 53
54
55 56