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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 %
AWM
1851
Aberdeen Wealth Management
Illinois
$206K +$140 +2 +0.1%
TNA
1852
True North Advisors
Texas
$204K +$1.89K +27 +0.9%
WG
1853
Welch Group
Alabama
$204K -$68.6K -982 -25%
HNWAG
1854
High Net Worth Advisory Group
Florida
$204K -$83.8K -1,200 -29%
CHA
1855
Carmichael Hill & Associates
Maryland
$204K -$1.82K -26 -0.9%
MCM
1856
Marathon Capital Management
Maryland
$203K +$203K +2,913 New
RG
1857
Renaissance Group
Kentucky
$203K – – –
HIA
1858
Harbor Investment Advisory
Maryland
$203K -$91.8K -1,315 -31%
SSW
1859
Stone Summit Wealth
Florida
$202K – – –
FAFN
1860
First Affirmative Financial Network
Colorado
$202K +$202K +2,899 New
UBV
1861
United Bank (Virginia)
Virginia
$202K – – –
CB
1862
CNB Bank
Pennsylvania
$202K -$42K -602 -17%
PIA
1863
Perennial Investment Advisors
California
$202K +$202K +2,887 New
CA
1864
CoreCap Advisors
Michigan
$200K +$200K +2,871 New
WMA
1865
West Michigan Advisors
Michigan
$200K -$13.7K -196 -6%
LB
1866
Legacy Bridge
Iowa
$200K – – –
HB
1867
Horizon Bancorp
Indiana
$196K +$70K +1,007 +56%
TWD
1868
True Wealth Design
Ohio
$196K – – –
TIA
1869
Tiemann Investment Advisors
California
$195K -$6.98K -100 -3%
WAM
1870
WFA Asset Management
Wisconsin
$192K -$6.7K -96 -3%
SWA
1871
SOA Wealth Advisors
New York
$190K +$58.9K +843 +45%
Loomis, Sayles & Company
1872
Loomis, Sayles & Company
Massachusetts
$190K -$244K -3,507 -56%
CFD
1873
Creative Financial Designs
Indiana
$190K +$7.89K +113 +4%
RBC
1874
Roble Belko & Company
Pennsylvania
$189K – – –
PPC
1875
Park Place Capital
Alabama
$184K -$418K -5,981 -69%
73 74
75
76 77