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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 %
KFS
1751
Kaizen Financial Strategies
California
$246K +$5.1K +73 +2%
DTC
1752
Davidson Trust Company
Washington
$246K – – –
IAG
1753
Investment Advisory Group
Massachusetts
$246K +$2.58K +37 +1%
SFO
1754
Stokes Family Office
Louisiana
$244K -$3.28K -47 -1%
SFG
1755
Sather Financial Group
Texas
$244K – – –
CB
1756
Centennial Bank
Arkansas
$243K +$106K +1,517 +77%
PSFG
1757
Prairie Sky Financial Group
Illinois
$242K – – –
FL
1758
Fort LP
Maryland
$242K +$16.1K +231 +7%
AFG
1759
AFS Financial Group
Maryland
$242K -$8.1K -116 -3%
MSFS
1760
Main Street Financial Solutions
Pennsylvania
$241K +$16.1K +230 +7%
PB
1761
Pinnacle Bancorp
Nebraska
$241K +$5.87K +84 +2%
AMM
1762
American Money Management
California
$239K +$279 +4 +0.1%
DWM
1763
Defined Wealth Management
Oregon
$238K +$2.44K +35 +1%
AA
1764
Alta Advisers
United Kingdom
$237K – – –
PP
1765
Patron Partners
Texas
$237K -$167K -2,389 -41%
TCOO
1766
Trust Company of Oklahoma
Oklahoma
$237K -$48.9K -700 -17%
BHCM
1767
Brevan Howard Capital Management
Jersey
$237K +$237K +3,396 New
KWM
1768
Kolinsky Wealth Management
New Jersey
$237K +$18.6K +267 +9%
BTI
1769
Blue Trust Inc
Georgia
$237K +$85.1K +1,231 +56%
IIM
1770
Ipswich Investment Management
Massachusetts
$237K – – –
TSWM
1771
Tyler-Stone Wealth Management
Ohio
$236K +$20.6K +295 +10%
HCM
1772
Hengehold Capital Management
Ohio
$235K +$70 +1 +0%
PCMC
1773
Paragon Capital Management (Colorado)
Colorado
$235K +$9.08K +130 +4%
CWS
1774
Cypress Wealth Services
California
$235K +$6.21K +89 +3%
HW
1775
Hamilton Wealth
California
$234K -$47.3K -678 -17%
69 70
71
72 73