CVS icon

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 %
WFA
2026
West Financial Advisors
Iowa
$16.3K +$2.16K +31 +15%
AWM
2027
Abound Wealth Management
Tennessee
$15.8K +$1.61K +23 +11%
LOIP
2028
Live Oak Investment Partners
Texas
$15.6K -$18.5K – –
CA
2029
Crewe Advisors
Utah
$14.7K +$1.33K +19 +10%
SSG
2030
Summit Securities Group
New York
$14K -$124K -1,776 -90%
FCMT
2031
Founders Capital Management (Texas)
Texas
$14K – – –
PCA
2032
Providence Capital Advisors
North Carolina
$14K – – –
FAM
2033
Flaharty Asset Management
Florida
$13.6K +$13.6K +195 New
HFM
2034
Harvest Fund Management
China
$13K -$6.57K -93 -34%
CAS
2035
Coppell Advisory Solutions
Texas
$13K -$10.2K -109 -44%
DCP
2036
Distillate Capital Partners
Illinois
$12.1K +$1.96K +28 +19%
DFA
2037
DHJJ Financial Advisors
Illinois
$12K +$12K +172 New
AW
2038
Avion Wealth
Texas
$12K +$2.27K +36 +23%
PMAM
2039
Picton Mahoney Asset Management
Ontario, Canada
$12K +$12K +160 New
IWP
2040
IAG Wealth Partners
Wisconsin
$11.9K +$70 +1 +0.6%
CP
2041
Castleview Partners
Texas
$11.7K -$17.7K -253 -60%
FSWA
2042
Financial Synergies Wealth Advisors
Texas
$11.4K – – –
MAWCM
2043
Mine & Arao Wealth Creation & Management
California
$11.1K +$70 +1 +0.6%
WAS
2044
Winch Advisory Services
Wisconsin
$11K +$73 +1 +0.7%
IFAM
2045
Institutional & Family Asset Management
Colorado
$10.8K -$14.8K -212 -58%
SC
2046
Steph & Co
Wisconsin
$10.5K – – –
FPF
2047
First Pacific Financial
Washington
$10.3K – – –
KC
2048
Kenfarb & Co
Kentucky
$10.3K – – –
AWM
2049
Atticus Wealth Management
Florida
$10.3K +$70 +1 +0.7%
AAP
2050
Arax Advisory Partners
Colorado
$10.2K -$3.42K -49 -25%
80 81
82
83 84