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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 %
AC
1501
Avestar Capital
New York
$428K -$6.07K -87 -1%
PWPS
1502
Pinnacle Wealth Planning Services
Ohio
$428K -$2.1K -30 -0.5%
BCA
1503
Bay Colony Advisors
Massachusetts
$427K +$19.5K +279 +5%
LPT
1504
Legacy Private Trust
Wisconsin
$424K -$578K -8,279 -58%
BFAG
1505
Blackston Financial Advisory Group
Florida
$423K +$83.9K +1,201 +25%
DFS
1506
Dixon Fnancial Services
California
$422K -$70 -1 -0%
CCA
1507
Cobblestone Capital Advisors
New York
$422K -$18.1K -259 -4%
FA
1508
Faithward Advisors
Pennsylvania
$421K +$7.19K +106 +2%
CNBTD
1509
Citizens National Bank Trust Department
Mississippi
$420K -$34.9K -500 -8%
ETC
1510
Exchange Traded Concepts
Oklahoma
$418K +$77.6K +1,112 +23%
QC
1511
Quent Capital
New York
$418K -$22K -315 -5%
JCM
1512
J2 Capital Management
Michigan
$417K +$2.58K +37 +0.6%
FMLI
1513
Fukoku Mutual Life Insurance
Japan
$416K – – –
FFP
1514
FourThought Financial Partners
Florida
$415K -$4.47K -64 -1%
MAG
1515
MRA Advisory Group
New Jersey
$414K +$20.2K +290 +5%
FIB
1516
First Interstate Bank
Montana
$414K -$559 -8 -0.1%
MG
1517
Mather Group
Illinois
$412K +$8.38K +120 +2%
DLG
1518
Daniel L. Goodwin
$411K +$6.98K +100 +2%
KFI
1519
Key Financial Inc
Pennsylvania
$409K -$9.57K -137 -2%
OWA
1520
Opal Wealth Advisors
New York
$407K +$53.3K +764 +15%
WS
1521
Wela Strategies
Georgia
$407K +$100K +1,438 +33%
CFP
1522
Catalyst Financial Partners
Massachusetts
$407K +$67.2K +962 +20%
MSS
1523
Mitchell Sinkler & Starr
Pennsylvania
$406K – – –
WFAG
1524
Wescott Financial Advisory Group
Pennsylvania
$405K -$12.6K -180 -3%
PFBT
1525
Parkside Financial Bank & Trust
Missouri
$404K +$142K +2,032 +54%
59 60
61
62 63