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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 %
CIP
1401
Convergence Investment Partners
Florida
$549K -$862K -12,360 -61%
BL
1402
Balentine LLC
Georgia
$549K +$31.2K +447 +6%
VRS
1403
Virginia Retirement Systems
Virginia
$548K -$1.01M -14,400 -65%
AW
1404
Atlas Wealth
Ohio
$546K – – –
ITIM
1405
Indiana Trust & Investment Management
Indiana
$545K -$109K -1,555 -17%
WP
1406
WMS Partners
Maryland
$545K -$11.6K -166 -2%
CIA
1407
Cape Investment Advisory
Georgia
$542K +$276K +3,946 +103%
HDIM
1408
Hanson & Doremus Investment Management
Vermont
$541K -$1.31M -18,798 -71%
AWM
1409
Avior Wealth Management
Nebraska
$538K -$1.54K -22 -0.3%
IF
1410
Insight Folios
North Carolina
$534K +$209 +3 +0%
EP
1411
Edgestream Partners
New Jersey
$531K +$291K +4,169 +121%
IP
1412
Intellectus Partners
California
$528K +$67K +959 +15%
LI
1413
Lafayette Investments
Maryland
$524K -$17.5K -250 -3%
TWP
1414
Tempus Wealth Planning
California
$522K -$50.5K -724 -9%
BWM
1415
Buckley Wealth Management
Nevada
$522K -$267K -3,827 -34%
SIM
1416
Sentry Investment Management
Wisconsin
$521K -$113K -1,617 -18%
SC
1417
Syon Capital
California
$521K +$521K +7,458 New
OHWA
1418
Oak Hill Wealth Advisors
Virginia
$517K -$127K -1,813 -20%
CCA
1419
Cora Capital Advisors
New Jersey
$514K -$39.9K -572 -7%
UAS
1420
United Asset Strategies
New York
$511K +$217K +3,107 +74%
CRWM
1421
Castle Rock Wealth Management
California
$510K -$120K -1,715 -19%
Koshinski Asset Management
1422
Koshinski Asset Management
Illinois
$508K -$97.8K -1,401 -16%
EWA
1423
Etesian Wealth Advisors
Oregon
$507K -$628 -9 -0.1%
BHWM
1424
Bar Harbor Wealth Management
New Hampshire
$506K -$2.1K -30 -0.4%
FFA
1425
First Foundation Advisors
California
$505K -$316K -4,521 -38%
55 56
57
58 59