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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 %
HT
1551
Headlands Technologies
Illinois
$378K +$378K +5,418 New
KWMG
1552
King Wealth Management Group
Florida
$378K -$140K -2,011 -27%
FHC
1553
First Heartland Consultants
Missouri
$378K +$209 +3 +0.1%
FBC
1554
Fairfield, Bush & Co
Connecticut
$378K -$489K -6,999 -56%
TC
1555
Trilogy Capital
California
$377K -$32.3K -462 -8%
WLIM
1556
White Lighthouse Investment Management
Massachusetts
$377K – – –
GWANC
1557
Guardian Wealth Advisors (North Carolina)
North Carolina
$377K -$43.8K -628 -10%
IIA
1558
ICW Investment Advisors
Arizona
$375K -$15.5K -222 -4%
FOA
1559
Five Oceans Advisors
California
$373K -$117K -1,675 -24%
WMA
1560
Wealth Management Associates
New Jersey
$373K +$25K +358 +7%
HC
1561
Hamilton Capital
Ohio
$372K +$133K +1,900 +55%
EL
1562
EMFO LLC
Florida
$371K – – –
PCM
1563
Perkins Capital Management
Minnesota
$370K – – –
NL
1564
NWAM LLC
Washington
$370K -$65.3K -935 -15%
CC
1565
Copperleaf Capital
North Carolina
$370K -$67.2K -963 -15%
BA
1566
Ballast Advisors
Minnesota
$368K -$43.5K -623 -11%
GA
1567
GFS Advisors
Texas
$368K +$140K +2,000 +61%
Fiera Capital (Canada)
1568
Fiera Capital (Canada)
Quebec, Canada
$368K +$70 +1 +0%
AP
1569
Atwood & Palmer
Missouri
$367K – – –
HPM
1570
Hoxton Planning & Management
West Virginia
$366K -$19.2K -275 -5%
FW
1571
FirstPurpose Wealth
Utah
$366K +$21.9K +314 +6%
CWP
1572
Concord Wealth Partners
Virginia
$365K +$11.9K +170 +3%
MAM
1573
Martingale Asset Management
Massachusetts
$364K -$21.2M -303,674 -98%
CFO
1574
CVA Family Office
Colorado
$364K -$5.45K -78 -1%
OBGC
1575
O'Brien Greene & Co
Pennsylvania
$363K -$10.8K -155 -3%
61 62
63
64 65