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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 %
YDMI
1901
Y.D. More Investments
Israel
$137K -$8.8K -126 -6%
NRG
1902
Nemes Rush Group
Michigan
$134K -$5.24K -75 -4%
SAI
1903
Systematic Alpha Investments
New Jersey
$133K +$133K +1,904 New
FWM
1904
Focused Wealth Management
New York
$130K +$349 +5 +0.3%
UIA
1905
Ulland Investment Advisors
Minnesota
$130K +$26.3K +375 +25%
SOAMC
1906
Spirit of America Management Corp
New York
$126K – – –
BONH
1907
Bank of New Hampshire
New Hampshire
$125K -$188K -2,692 -60%
DIP
1908
DT Investment Partners
Pennsylvania
$125K – – –
PWMG
1909
Prestige Wealth Management Group
New Jersey
$125K +$768 +11 +0.6%
SFFS
1910
Stonehage Fleming Financial Services
Jersey
$124K – – –
WPA
1911
West Paces Advisors
Georgia
$123K -$10.3K -148 -8%
AAG
1912
Armstrong Advisory Group
Massachusetts
$122K -$42.4K -607 -26%
CT
1913
Clearstead Trust
Maine
$121K +$10.5K +150 +9%
MIM
1914
Meridiem Investment Management
United Kingdom
$120K – – –
HWA
1915
HHM Wealth Advisors
Tennessee
$119K -$31.6K -453 -21%
WOC
1916
West Oak Capital
California
$118K – – –
SFM
1917
Systematic Financial Management
New Jersey
$118K – – –
GFA
1918
Gifford Fong Associates
California
$117K – – –
VAG
1919
VisionPoint Advisory Group
Texas
$112K +$93.4K +1,338 +503%
CTA
1920
Colonial Trust Advisors
South Carolina
$111K -$2.02K -29 -2%
TCA
1921
Trifecta Capital Advisors
Illinois
$109K +$1.75K +25 +2%
MWM
1922
Mascoma Wealth Management
New Hampshire
$106K +$2.44K +35 +2%
CFG
1923
CKW Financial Group
Hawaii
$105K +$59.7K +856 +132%
SWM
1924
Sugarloaf Wealth Management
Georgia
$104K +$628 +9 +0.6%
QL
1925
Quarry LP
New York
$103K +$103K +1,478 New
75 76
77
78 79