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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 %
DCM
1351
Donaldson Capital Management
Indiana
$619K -$9.71K -139 -2%
GI
1352
GS Investments
Minnesota
$618K – – –
JE
1353
JMAC Enterprises
Pennsylvania
$618K -$68.5K -981 -10%
CWM
1354
Connecticut Wealth Management
Connecticut
$617K +$159K +2,272 +35%
SFA
1355
Semmax Financial Advisors
North Carolina
$614K +$614K +9,051 New
NHC
1356
Nicholas Hoffman & Company
Georgia
$613K +$89.5K +1,282 +17%
ECU
1357
Eisler Capital (UK)
United Kingdom
$610K -$14.1M -202,175 -96%
LSA
1358
Lion Street Advisors
Texas
$609K -$25.8K -370 -4%
HI
1359
Horizon Investments
North Carolina
$607K +$21.9K +317 +4%
PFG
1360
PAX Financial Group
Texas
$607K +$17.3K +248 +3%
CCIA
1361
Campbell & Co Investment Adviser
Maryland
$607K +$607K +8,690 New
PM
1362
Penbrook Management
New York
$604K -$233K -3,343 -28%
PWA
1363
Providence Wealth Advisors
Illinois
$601K -$39.6K -572 -6%
FFWA
1364
FRG Family Wealth Advisors
Washington
$600K -$58.4K -836 -9%
NED
1365
Nancy E. Dempze
$599K -$522K -7,481 -47%
TA
1366
Tiedemann Advisors
New York
$597K +$89.8K +1,283 +18%
STA
1367
Summit Trail Advisors
New York
$594K -$8.66K -124 -1%
PCA
1368
Pallas Capital Advisors
Massachusetts
$592K -$5.15M -75,675 -90%
HAS
1369
HBW Advisory Services
California
$591K +$61.2K +877 +12%
NP
1370
Nilsine Partners
Colorado
$590K +$10.8K +154 +2%
TA
1371
Tectonic Advisors
Texas
$589K +$65.3K +935 +12%
KFA
1372
Krane Funds Advisors
New York
$588K +$588K +8,424 New
GPA
1373
Garrison Point Advisors
California
$586K – – –
MC
1374
Matisse Capital
Oregon
$586K – – –
CFGS
1375
Concourse Financial Group Securities
Alabama
$584K +$31.3K +449 +6%
53 54
55
56 57