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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 %
PCA
1376
Private Capital Advisors
Connecticut
$583K – – –
GAG
1377
GM Advisory Group
New York
$580K -$68.1K -975 -10%
NP
1378
NorthRock Partners
Minnesota
$580K +$112K +1,606 +24%
FIM
1379
Freedom Investment Management
Connecticut
$579K -$136K -1,944 -19%
SPA
1380
Sherbrooke Park Advisers
New York
$578K -$602K -8,627 -51%
WDA
1381
Wendell David Associates
New Hampshire
$577K -$126K -1,800 -18%
CA
1382
Claro Advisors
Massachusetts
$577K +$23.5K +337 +4%
MCI
1383
MRP Capital Investments
Georgia
$574K +$61.7K +2,325 +12%
OIM
1384
Oder Investment Management
California
$574K -$10.5K -150 -2%
V
1385
VeraBank
Texas
$572K – – –
APP
1386
Avantax Planning Partners
Iowa
$572K -$453K -6,484 -44%
MMPW
1387
Mitchell McLeod Pugh & Williams
Alabama
$572K +$95.6K +1,369 +20%
SFB
1388
STAR Financial Bank
Indiana
$570K -$52.4K -750 -8%
SRC
1389
Shufro Rose & Co
New York
$570K – – –
VI
1390
Versor Investments
New York
$568K -$672K -9,620 -54%
CWM
1391
Curi Wealth Management
North Carolina
$568K -$505K -7,226 -47%
EM
1392
ELCO Management
New York
$567K -$20.5K -294 -3%
CS
1393
Cannell & Spears
New York
$565K – – –
OCBCO
1394
Oversea-Chinese Banking Corp (OCBC)
Singapore
$563K +$77.6K +1,111 +16%
WKWM
1395
Walter & Keenan Wealth Management
Indiana
$563K -$24.8K -355 -4%
LAM
1396
Lingohr Asset Management
Germany
$561K – – –
AB
1397
Atlas Brown
Kentucky
$559K +$1.47K +21 +0.3%
EW
1398
Element Wealth
Mississippi
$558K +$1.33K +19 +0.2%
CG
1399
Clifford Group
Massachusetts
$549K +$49.6K +711 +10%
CBNLCF
1400
Cognios Beta Neutral Large Cap Fund
Kansas
$549K -$81.1K -1,162 -13%
54 55
56
57 58