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 %
RAM
2051
Riggs Asset Management
Pennsylvania
$10.1K -$19.8K -284 -66%
CAM
2052
Close Asset Management
United Kingdom
$9K – – –
KFS
2053
Kelly Financial Services
Massachusetts
$8.94K -$7.96K -114 -47%
RWPA
2054
Richard W. Paul & Associates
Michigan
$8.94K – – –
MWA
2055
Miller Wealth Advisors
Colorado
$8.73K +$6.98K +100 +400%
JFG
2056
JDM Financial Group
Texas
$8.52K – – –
LF
2057
Lee Financial
Texas
$8.38K – – –
EAM
2058
Eukles Asset Management
Ohio
$8.38K – – –
IAS
2059
IMA Advisory Services
Colorado
$7.75K – – –
SIC
2060
SJS Investment Consulting
Ohio
$7.47K +$908 +13 +14%
MFT
2061
Moisand Fitzgerald Tamayo
Florida
$7.33K -$15.2K -218 -67%
AWA
2062
Authentikos Wealth Advisory
California
$7.05K +$7.05K +101 New
RDFA
2063
Ritter Daniher Financial Advisory
Ohio
$6.99K – – –
EWP
2064
Elevation Wealth Partners
California
$6.98K – – –
NSG
2065
Nalls Sherbakoff Group
Tennessee
$6.98K – – –
GWSA
2066
Global Wealth Strategies & Associates
Colorado
$6.56K – – –
HF
2067
Halpern Financial
Virginia
$5.8K – – –
PO
2068
Private Ocean
California
$5.45K – – –
AWM
2069
Activest Wealth Management
Florida
$5.25K – – –
POIA
2070
Pin Oak Investment Advisors
Texas
$5K – – –
TWP
2071
TFO Wealth Partners
Ohio
$4.98K +$4.08K +59 +454%
HWP
2072
Hibernia Wealth Partners
Louisiana
$4.47K +$4.47K +64 New
UFF
2073
USA Financial Formulas
Michigan
$3.91K – – –
CWM
2074
Cedar Wealth Management
California
$3.84K -$977 -14 -20%
TFG
2075
Team Financial Group
California
$3.7K +$3.7K +53 New
81 82
83
84 85