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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 %
OSNBOA
2076
Old Second National Bank of Aurora
Illinois
$3.63K – – –
NL
2077
NVWM LLC
Pennsylvania
$3.49K – – –
FPFS
2078
First Personal Financial Services
North Carolina
$3.14K – – –
PWMG
2079
Provence Wealth Management Group
California
$3.1K +$3.1K +44 New
ECM
2080
Everence Capital Management
Indiana
$3.04K +$808 +11,570 +36%
HGERS
2081
Householder Group Estate & Retirement Specialist
Arizona
$3.02K +$3.02K +43 New
RDIA
2082
RE Dickinson Investment Advisors
Iowa
$3K – – –
CCMI
2083
Creative Capital Management Investments
California
$2.79K – – –
LIM
2084
Longfellow Investment Management
Massachusetts
$2.79K – – –
PS
2085
PayPay Securities
Japan
$2.51K – – –
BHWM
2086
Bay Harbor Wealth Management
Maryland
$2.23K – – –
DAC
2087
Dividend Assets Capital
South Carolina
$2K -$4K -56 -67%
JMF
2088
Johnson Midwest Financial
Iowa
$1.98K – – –
BHWM
2089
Beaird Harris Wealth Management
Texas
$1.68K +$1.68K +24 New
TCM
2090
Tradewinds Capital Management
Washington
$1.26K – – –
WA
2091
WestEnd Advisors
North Carolina
$1.26K +$1.26K +18 New
BFP
2092
Briaud Financial Planning
Texas
$1K +$1K +17 New
DWA
2093
Delos Wealth Advisors
Texas
$978 – – –
GWM
2094
Guardian Wealth Management
Illinois
$743 – – –
GA
2095
GoalVest Advisory
New York
$559 +$559 +8 New
NMG
2096
New Millennium Group
Utah
$363 – – –
RTL
2097
Red Tortoise LLC
Georgia
$279 – – –
SPWM
2098
Spartan Planning & Wealth Management
North Carolina
$279 +$279 +4 New
FGAM
2099
Financial Gravity Asset Management
Texas
$186 -$6.23K -67 -97%
KIG
2100
Kessler Investment Group
Indiana
$140 – – –
82 83
84
85 86