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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 %
QCIG
1776
Quad-Cities Investment Group
Iowa
$234K -$6.91K -99 -3%
EFM
1777
E Fund Management
China
$234K -$7K -100 -3%
NC
1778
NinePointTwo Capital
California
$234K – – –
TLFA
1779
True Link Financial Advisors
California
$234K – – –
ACIM
1780
Azimuth Capital Investment Management
Michigan
$233K -$7.32M -104,831 -97%
BAM
1781
Bosun Asset Management
Illinois
$233K -$6.84K -98 -3%
SWM
1782
Seed Wealth Management
Illinois
$233K – – –
SL
1783
Salomon & Ludwin
Virginia
$233K -$489 -7 -0.2%
FZCM
1784
Flynn Zito Capital Management
New York
$232K +$349 +5 +0.2%
PP
1785
PDS Planning
Ohio
$232K -$17.3K -248 -7%
OHIS
1786
Oak Harvest Investment Services
Texas
$231K +$1.68K +24 +0.7%
ACM
1787
Alethea Capital Management
Washington
$230K -$531K -7,604 -70%
EWM
1788
Evermay Wealth Management
Virginia
$230K – – –
RMDI
1789
R.M. Davis Inc
Maine
$230K -$84.8K -1,216 -27%
BBNA
1790
Bremer Bank National Association
Minnesota
$229K -$63.3K -906 -22%
AWM
1791
Accurate Wealth Management
Florida
$226K +$10.7K +148 +5%
AC
1792
Apella Capital
Connecticut
$226K -$19.4K -278 -8%
BOS
1793
Bank of Stockton
California
$225K -$15.3K -225 -6%
PCG
1794
Prosperity Consulting Group
Maryland
$224K +$224K +3,214 New
AAM
1795
Aureus Asset Management
Massachusetts
$224K +$224K +3,210 New
HS
1796
Horan Securities
United States
$224K +$3.07K +44 +1%
SIG
1797
Spinnaker Investment Group
California
$224K -$25.6K -367 -10%
EWS
1798
Evergreen Wealth Solutions
Pennsylvania
$224K +$15.7K +225 +8%
CCFCSB
1799
Cape Cod Five Cents Savings Bank
Massachusetts
$223K +$223K +3,196 New
TFA
1800
Tranquilli Financial Advisor
New Jersey
$223K +$223K +3,189 New
70 71
72
73 74