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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 %
SWA
1951
Sutton Wealth Advisors
Florida
$68.4K +$9.57K +137 +16%
FCAS
1952
First Command Advisory Services
Texas
$67.4K +$67.4K +966 New
SN
1953
Sittner & Nelson
Oregon
$67K -$2.37K -34 -3%
MCM
1954
MV Capital Management
Maryland
$66.4K -$37.7K -540 -36%
SR
1955
Syntax Research
Florida
$65.6K +$65.6K +939 New
JWM
1956
Janiczek Wealth Management
Colorado
$65.1K -$1.47K -21 -2%
OP
1957
ORG Partners
Indiana
$64.6K -$19.3K -277 -23%
WBC
1958
West Branch Capital
Massachusetts
$63.2K -$8.38K -120 -12%
ACM
1959
Antonetti Capital Management
Florida
$62.8K – – –
UOTTAIMCU
1960
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$61.7K +$61.7K +884 New
CFFP
1961
Center for Financial Planning
Michigan
$60.5K – – –
MIA
1962
Milestone Investment Advisors
Wisconsin
$59.6K +$59.6K +854 New
C
1963
Covestor
United Kingdom
$58K -$3.42K -49 -6%
IPW
1964
Impact Partnership Wealth
Georgia
$57.8K +$8.73K +125 +18%
BAM
1965
Bellevue Asset Management
Washington
$56.1K +$70 +1 +0.1%
AS
1966
Altshuler Shaham
Israel
$53.6K -$34.2K -490 -39%
GGI
1967
Godsey & Gibb Inc
Virginia
$52.9K +$32K +459 +154%
WTA
1968
Washington Trust Advisors
Massachusetts
$50.7K -$72K -1,031 -59%
BAAM
1969
Baker Avenue Asset Management
California
$50.4K +$9.21K +132 +22%
GJIA
1970
Glass Jacobson Investment Advisors
Maryland
$49.1K +$140 +2 +0.3%
PCC
1971
Park Circle Company
Maryland
$48.9K – – –
CAL
1972
Capital Advisors Ltd
Ohio
$48K -$6.75K -97 -12%
FDCC
1973
Foster Dykema Cabot & Co
Massachusetts
$48K – – –
APC
1974
Aspire Private Capital
North Carolina
$47.2K -$1.89K -27 -4%
LFG
1975
Larson Financial Group
Missouri
$46.2K -$81.1K -1,162 -64%
77 78
79
80 81