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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 %
BWM
1801
Baron Wealth Management
Michigan
$221K +$12K +172 +6%
OWP
1802
Obermeyer Wealth Partners
Colorado
$221K -$109K -1,565 -33%
CIG
1803
Cascade Investment Group
Colorado
$220K -$74.6K -1,069 -25%
RFS
1804
Retirement Financial Solutions
Tennessee
$220K -$1.19K -17 -0.5%
CBFP
1805
Cedar Brook Financial Partners
Ohio
$220K -$71.8K -1,029 -25%
FWP
1806
Falcon Wealth Planning
California
$220K +$11.7K +168 +6%
1WM
1807
1900 Wealth Management
Texas
$219K +$219K +3,140 New
TFM
1808
TFC Financial Management
Massachusetts
$219K -$50.3K -720 -19%
ONST
1809
Old North State Trust
North Carolina
$219K -$6.36K -91 -3%
PA
1810
Procyon Advisors
Connecticut
$219K +$3.21K +46 +1%
BOSSRA
1811
B.O.S.S. Retirement Advisors
Utah
$217K +$2.23K +32 +1%
PFC
1812
Phocas Financial Corp
California
$217K – – –
UCB
1813
United Community Bank
South Carolina
$217K +$12.2K +175 +6%
TA
1814
TFG Advisers
Michigan
$216K +$1.33K +19 +0.6%
HWA
1815
HCR Wealth Advisors
California
$216K -$1.95M -27,871 -90%
CWM
1816
Chesapeake Wealth Management
Virginia
$215K -$459K -6,569 -68%
CPSAC
1817
Chas P. Smith & Associates (CPS)
Florida
$215K -$9.02K -129 -4%
RF
1818
Robbins Farley
New Hampshire
$215K – – –
KA
1819
KLCM Advisors
Wisconsin
$214K +$140 +2 +0.1%
FPAS
1820
Focus Partners Advisor Solutions
Missouri
$214K +$214K +3,068 New
AFAS
1821
Acorn Financial Advisory Services
Virginia
$214K -$1.4K -20 -0.6%
JMFC
1822
J.M. Forbes & Co
Massachusetts
$214K +$214K +3,061 New
GFA
1823
Gallagher Fiduciary Advisors
Illinois
$213K +$2.17K +31 +1%
WA1
1824
Wimmer Associates 1
California
$213K – – –
CCFM
1825
Clear Creek Financial Management
Washington
$213K -$15.6K -224 -7%
71 72
73
74 75