CVS icon

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 %
SLG
1451
Stanley-Laman Group
Pennsylvania
$477K – – –
SSWM
1452
Strait & Sound Wealth Management
California
$474K +$219K +3,132 +86%
BA
1453
Bristlecone Advisors
Washington
$471K – – –
EL
1454
Essex LLC
Illinois
$468K -$6.35K -91 -1%
WF
1455
Williams Financial
Vermont
$468K -$3.14K -45 -0.7%
AIS
1456
AM Investment Strategies
Tennessee
$468K +$247K +3,540 +112%
FFG
1457
Frisch Financial Group
New York
$468K +$468K +6,706 New
PWMAG
1458
Pinnacle Wealth Management Advisory Group
New Jersey
$467K +$45K +644 +11%
LC
1459
Lindbrook Capital
California
$465K +$31.1K +445 +7%
JFA
1460
JNBA Financial Advisors
Minnesota
$464K -$1.26K -18 -0.3%
BCG
1461
Breakwater Capital Group
New Jersey
$464K +$6.12K +89 +1%
WJWM
1462
Williams Jones Wealth Management
New York
$463K -$77.1K -1,105 -14%
MFG
1463
Midwest Financial Group
Kansas
$463K +$37K +530 +9%
MF
1464
Meridian Financial
Massachusetts
$462K +$209 +3 +0%
SWA
1465
Stratos Wealth Advisors
Ohio
$462K +$209K +2,990 +83%
SFS
1466
Strategic Financial Services
New York
$457K -$356K -5,099 -44%
AIM
1467
Athena Investment Management
California
$457K – – –
WIA
1468
Westbourne Investment Advisors
Maryland
$456K -$127K -1,825 -22%
CS
1469
Comerica Securities
Michigan
$455K -$1.18M -16,964 -72%
FAIM
1470
Financial Advocates Investment Management
Washington
$455K +$7.68K +110 +2%
PAM
1471
Palisade Asset Management
Minnesota
$453K -$142K -2,037 -24%
PFSC
1472
Peoples Financial Services Corp
Pennsylvania
$452K -$22.1K -316 -5%
MC
1473
Machina Capital
France
$452K -$245K -3,515 -35%
ACS
1474
Archford Capital Strategies
Illinois
$451K -$10.9K -156 -2%
BOPW
1475
Brandywine Oak Private Wealth
Pennsylvania
$451K -$25.8K -370 -5%
57 58
59
60 61