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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 %
WCA
1426
Westover Capital Advisors
Delaware
$503K -$296K -4,242 -37%
CHP
1427
Cable Hill Partners
Oregon
$501K -$37.3K -534 -7%
PCM
1428
Penserra Capital Management
California
$501K -$77.2K -1,109 -13%
RGF
1429
Retirement Guys Formula
Ohio
$498K +$12K +172 +2%
SAM
1430
Seelaus Asset Management
New Jersey
$498K -$33.5K -480 -6%
TP
1431
Tranquility Partners
Tennessee
$498K -$20.9K -300 -4%
RA
1432
Ruggaard & Associates
Ohio
$498K -$86.9K -1,244 -15%
OFS
1433
OneAscent Financial Services
Alabama
$497K +$497K +7,118 New
CL
1434
Choreo LLC
Illinois
$496K +$108K +1,542 +28%
TIMH
1435
Tilt Investment Management Holdings
New York
$490K – – –
CFS
1436
CRA Financial Services
New Jersey
$490K +$4.19K +60 +0.9%
BWG
1437
Beta Wealth Group
California
$489K +$14.1K +202 +3%
BSA
1438
Bull Street Advisors
Georgia
$488K +$1.4K +20 +0.3%
BO
1439
Bank OZK
Arkansas
$488K -$649K -9,290 -57%
HIM
1440
Hillsdale Investment Management
Ontario, Canada
$485K +$28.2K +404 +6%
CAM
1441
Campion Asset Management
Virginia
$484K -$1.05K -15 -0.2%
BWM
1442
Baystate Wealth Management
Massachusetts
$482K +$25.3K +363 +6%
BFM
1443
Boston Financial Management
Massachusetts
$482K -$450K -6,439 -48%
AC
1444
Abbrea Capital
California
$480K -$47.4K -679 -9%
IAM
1445
Innovis Asset Management
Illinois
$479K +$479K +6,864 New
WIP
1446
WealthCare Investment Partners
Rhode Island
$479K -$52K -746 -10%
CPA
1447
Capital Planning Advisors
California
$478K -$1.43M -20,437 -75%
NG
1448
Norden Group
Utah
$478K +$478K +6,843 New
LAS
1449
Lloyd Advisory Services
Georgia
$478K +$478K +6,843 New
MW
1450
Marcum Wealth
Ohio
$477K -$12.8K -184 -3%
56 57
58
59 60