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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 %
CA
1476
Crumly & Associates
Illinois
$451K -$76.3K -1,093 -14%
IFWM
1477
Institute for Wealth Management
Colorado
$451K -$43.7K -626 -9%
SIA
1478
Strategic Investment Advisors
Michigan
$449K -$1.15M -16,412 -72%
MCC
1479
Money Concepts Capital
Florida
$447K +$18.4K +263 +4%
AF
1480
Advisornet Financial
Minnesota
$447K -$97.6K -1,398 -18%
VC
1481
Vicus Capital
Pennsylvania
$446K +$4.54K +65 +1%
ALAM
1482
Asahi Life Asset Management
Japan
$446K -$14K -200 -3%
ZF
1483
Zhang Financial
Michigan
$445K -$3.28K -47 -0.7%
RWMG
1484
Redwood Wealth Management Group
New Jersey
$444K -$29.7K -425 -6%
MSA
1485
Marino Stram & Associates
Massachusetts
$442K +$11.4K +163 +3%
WC
1486
Westhampton Capital
North Carolina
$442K -$110K -1,571 -20%
SL
1487
Sentry LLC
Tennessee
$442K – – –
WSTAM
1488
Wilbanks Smith & Thomas Asset Management
Virginia
$442K -$7.9M -113,101 -95%
MWA
1489
Meridian Wealth Advisors
Texas
$439K +$559 +8 +0.1%
DG
1490
DMC Group
Alabama
$439K -$83.8K -1,200 -16%
AIA
1491
Angeles Investment Advisors
California
$438K -$16.1K -231 -4%
MS
1492
Maven Securities
Jersey
$438K +$438K +6,278 New
JWA
1493
JFS Wealth Advisors
Pennsylvania
$438K +$42.5K +609 +11%
PIFP
1494
Partners in Financial Planning
Virginia
$437K +$16.9K +242 +4%
OCM
1495
Orion Capital Management
California
$434K -$114K -1,639 -21%
RFO
1496
RiverGlades Family Offices
Florida
$433K -$27.9K -400 -6%
KCFA
1497
Key Client Fiduciary Advisors
New Jersey
$432K +$59.6K +854 +16%
LA
1498
LexAurum Advisors
Kansas
$432K -$349 -5 -0.1%
CCWM
1499
Cassaday & Co Wealth Management
Virginia
$431K +$50.6K +725 +13%
GA
1500
Geller Advisors
New York
$429K -$16.5K -236 -4%
58 59
60
61 62