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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 %
CMS
1826
Capital Market Strategies
Florida
$212K -$9.14K -132 -4%
PCM
1827
Pointe Capital Management
Michigan
$212K – – –
VSQM
1828
V-Square Quantitative Management
Illinois
$212K +$205K +2,929 +2,763%
EW
1829
Evoke Wealth
California
$212K -$11.4K -163 -5%
BSB
1830
Bangor Savings Bank
Maine
$212K +$8.73K +125 +4%
RFA
1831
Resurgent Financial Advisors
Georgia
$211K +$1.47K +21 +0.7%
CWM
1832
Congress Wealth Management
Massachusetts
$211K -$160K -2,298 -43%
KFGK
1833
Keystone Financial Group (Kentucky)
Kentucky
$210K +$3.49K +50 +2%
TC
1834
Truvestments Capital
Florida
$210K +$1.12K +16 +0.5%
BHPW
1835
Beverly Hills Private Wealth
California
$210K -$184K -2,633 -47%
TIA
1836
Traphagen Investment Advisors
New Jersey
$210K -$60.4K -865 -22%
KCM
1837
KRS Capital Management
Michigan
$210K -$162K -2,326 -44%
BWM
1838
Brown Wealth Management
Illinois
$210K -$5.31K -76 -2%
BWP
1839
Balboa Wealth Partners
Arizona
$210K -$53.2K -762 -20%
GCIA
1840
Gabelli & Co Investment Advisers
New York
$209K – – –
APIM
1841
Agate Pass Investment Management
Washington
$209K – – –
TCMP
1842
Thrive Capital Management (Pennsylvania)
Pennsylvania
$209K +$209K +2,593 New
FMP
1843
Financial Management Professionals
Texas
$209K -$30K -430 -13%
BWP
1844
BSW Wealth Partners
Colorado
$209K -$123K -1,765 -37%
ANBT
1845
American National Bank & Trust
Texas
$208K -$14.8K -212 -7%
PWP
1846
Private Wealth Partners
California
$207K – – –
PTP
1847
Platform Technology Partners
New York
$207K -$30.6K -438 -13%
MCWS
1848
McKinley Carter Wealth Services
West Virginia
$207K +$1.19K +17 +0.6%
NW
1849
Naviter Wealth
Arkansas
$206K -$4.82K -69 -2%
HA
1850
Harfst & Associates
Wyoming
$206K -$4.05K -58 -2%
72 73
74
75 76