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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 %
AA
1876
Addison Advisors
Vermont
$182K +$1.54K +22 +0.8%
RA
1877
Rational Advisors
New York
$178K -$98.3K -1,408 -36%
NECFA
1878
New England Capital Financial Advisors
Connecticut
$175K +$1.33K +19 +0.8%
CA
1879
Centerpoint Advisors
Massachusetts
$175K – – –
CIR
1880
Clear Investment Research
Georgia
$171K -$279 -4 -0.2%
GWSG
1881
GPS Wealth Strategies Group
Colorado
$171K -$21.3K -305 -11%
TIM
1882
Tortoise Investment Management
New York
$169K +$628 +9 +0.4%
PMFA
1883
Plante Moran Financial Advisors
Michigan
$169K -$15.1K -216 -8%
CTWM
1884
Cherry Tree Wealth Management
Minnesota
$167K – – –
CAC
1885
Certified Advisory Corp
Florida
$166K +$141K +11,333 +584%
TWM
1886
Tradition Wealth Management
Minnesota
$165K -$1.96K -28 -1%
AIM
1887
Acropolis Investment Management
Missouri
$164K -$27.8K -398 -15%
LFA
1888
Laraway Financial Advisors
Minnesota
$163K – – –
HFS
1889
Hantz Financial Services
Michigan
$163K -$8.04K -115 -5%
SOS
1890
Silver Oak Securities
Tennessee
$161K -$165K -2,365 -51%
MA
1891
MCF Advisors
Kentucky
$160K – – –
SIS
1892
Sound Income Strategies
Florida
$159K -$2.23K -32 -1%
CSC
1893
Caldwell Sutter Capital
California
$157K -$282K -4,032 -64%
CYG
1894
Clean Yield Group
Vermont
$154K – – –
Bank Julius Baer & Co
1895
Bank Julius Baer & Co
Switzerland
$153K -$15.3K -218 -9%
MCM
1896
Manchester Capital Management
Vermont
$150K – – –
ICM
1897
Islay Capital Management
Texas
$149K -$28.9K -414 -16%
GFL
1898
Granite FO LLC
New Hampshire
$148K – – –
AGWCA
1899
Annis Gardner Whiting Capital Advisors
Florida
$148K +$148K +2,115 New
EBA
1900
Eagle Bay Advisors
New York
$141K +$48.1K +689 +52%
74 75
76
77 78