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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 %
GWS
1701
Glassman Wealth Services
Virginia
$271K +$36.6K +524 +16%
AG
1702
Appleton Group
Wisconsin
$271K +$17.9K +257 +7%
FNC
1703
First National Corp
Massachusetts
$270K +$12.1K +173 +5%
1IA
1704
1620 Investment Advisors
Massachusetts
$269K +$3K +43 +1%
GITFIT
1705
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$268K +$45.8K +580 +21%
PCM
1706
Prelude Capital Management
New York
$268K +$52.2K +748 +24%
OR
1707
Olympiad Research
Connecticut
$268K +$268K +3,844 New
IIM
1708
InTrack Investment Management
Vermont
$268K -$26.7K -382 -9%
WAG
1709
Winthrop Advisory Group
Massachusetts
$268K -$2.03K -29 -0.8%
CWP
1710
Cyndeo Wealth Partners
Florida
$267K -$8.87K -127 -3%
AWAU
1711
Alliance Wealth Advisors (Utah)
Utah
$265K +$31.6K +453 +14%
TNBTD
1712
Trustmark National Bank Trust Department
Mississippi
$265K -$174K -2,489 -40%
AWM
1713
Aprio Wealth Management
Georgia
$264K +$264K +3,784 New
HSG
1714
Helen Stephens Group
Texas
$264K – – –
PCOC
1715
Power Corp of Canada
Canada
$264K – – –
CPA
1716
Cardiff Park Advisors
California
$263K +$42.7K +611 +19%
FB
1717
First Bancorp
Maine
$262K – – –
CGA
1718
Crescent Grove Advisors
Illinois
$262K +$33.6K +481 +15%
HCA
1719
Heck Capital Advisors
Wisconsin
$262K +$9.64K +138 +4%
PCP
1720
Proficio Capital Partners
Massachusetts
$262K +$16.6K +238 +7%
SW
1721
SkyOak Wealth
Michigan
$260K – – –
AC
1722
Allstate Corporation
Illinois
$259K – – –
JWM
1723
JGP Wealth Management
Oregon
$259K -$7.96K -114 -3%
WP
1724
Westmount Partners
California
$259K -$838 -12 -0.3%
HWA
1725
Heritage Wealth Advisors
Virginia
$258K -$67.5K -967 -21%
67 68
69
70 71