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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 %
HBW
1526
Hazlett, Burt & Watson
West Virginia
$403K -$221K -3,170 -35%
CW
1527
CreativeOne Wealth
Kansas
$403K -$125K -1,794 -24%
SFP
1528
Shepherd Financial Partners
Massachusetts
$402K +$5.17K +74 +1%
CW
1529
CIC Wealth
Maryland
$401K -$6.98K -100 -2%
QI
1530
Qtron Investments
Massachusetts
$401K +$37.9K +543 +10%
SMH
1531
Sanders Morris Harris
Texas
$400K – – –
VHAM
1532
Van Hulzen Asset Management
California
$397K -$41.9K -600 -10%
KFA
1533
Kapstone Financial Advisors
Ohio
$395K -$16.3K -233 -4%
AOI
1534
Auto-Owners Insurance
Michigan
$395K – – –
RCG
1535
Regatta Capital Group
California
$394K +$48.9K +700 +14%
EI
1536
Ellevest Inc
New York
$393K +$33.8K +484 +9%
BOH
1537
Bank of Hawaii
Hawaii
$392K +$7.12K +102 +2%
HCM
1538
Hollencrest Capital Management
California
$390K – – –
FC
1539
Forte Capital
New York
$389K -$127K -1,824 -25%
SIC
1540
Samalin Investment Counsel
New York
$389K +$20K +287 +5%
BHA
1541
Beech Hill Advisors
New York
$384K -$154K -2,200 -29%
GFP
1542
Gryphon Financial Partners
Ohio
$384K -$13.1K -188 -3%
PFA
1543
Petra Financial Advisors
Colorado
$384K +$24.8K +355 +7%
PPP
1544
Private Portfolio Partners
New Jersey
$383K -$22.1K -317 -5%
EFSCE
1545
Enterprise Financial Services Corp (EFSC)
Missouri
$383K +$38.5K +551 +11%
BHB
1546
Bank Hapoalim BM
Israel
$383K -$153K -2,191 -29%
MA
1547
MKT Advisors
California
$382K +$6.76K +97 +2%
CSIC
1548
Clifford Swan Investment Counsel
California
$381K -$55.2K -790 -13%
TF
1549
Tompkins Financial
New York
$380K -$99.4K -1,423 -21%
WSFS
1550
Wilmington Savings Fund Society
Delaware
$379K -$11K -157 -3%
60 61
62
63 64