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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
$1.6B
2
Dodge & Cox
Dodge & Cox
California
$1.87B
3
Capital World Investors
Capital World Investors
California
$2.82B
4
Capital Research Global Investors
Capital Research Global Investors
California
$938M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.92B

Top Sellers

1
BlackRock
BlackRock
New York
$6.06B
2
Boston Partners
Boston Partners
Massachusetts
$5.39M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$11.5M
4
Ameriprise
Ameriprise
Minnesota
$441M
5
Morgan Stanley
Morgan Stanley
New York
$2.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
2151
Arete Wealth Advisors
Illinois
– -$1.06M -15,366 Closed
SW
2152
SteelPeak Wealth
California
– -$1.04M -15,005 Closed
SSI
2153
Scott & Selber Inc
Texas
– -$1.03M -14,874 Closed
MFP
2154
Meridian Financial Partners
Virginia
– -$1.07M -14,338 Closed
LWM
2155
LJI Wealth Management
Indiana
– -$95.1K -14,320 Closed
AW
2156
Alaethes Wealth
Nevada
– -$968K -13,999 Closed
STAS
2157
Strong Tower Advisory Services
Minnesota
– -$959K -13,879 Closed
NPT
2158
Nixon Peabody Trust
Massachusetts
– -$953K -13,790 Closed
CCB
2159
Cutter & Co Brokerage
Missouri
– -$928K -13,428 Closed
XT
2160
XTX Topco
Cayman Islands
– -$925K -13,378 Closed
PF
2161
Phoenix Financial
Israel
– -$906K -13,203 Closed
VAS
2162
Vestmark Advisory Solutions
Massachusetts
– -$886K -12,815 Closed
OTL
2163
Oak Thistle LLC
New York
– -$798K -11,540 Closed
MAWAG
2164
Mid-American Wealth Advisory Group
Missouri
– -$727K -10,321 Closed
KJWM
2165
Kiley Juergens Wealth Management
Washington
– -$704K -10,188 Closed
NWM
2166
NEIRG Wealth Management
Massachusetts
– -$639K -9,247 Closed
PTC
2167
Petrus Trust Company
Texas
– -$639K -9,239 Closed
CANY
2168
Caxton Associates (New York)
New York
– -$617K -8,926 Closed
BIA
2169
Benchmark Investment Advisors
Illinois
– -$615K -8,894 Closed
SAM
2170
Strategy Asset Managers
California
– -$597K -8,640 Closed
3IP
2171
3Chopt Investment Partners
Virginia
– -$586K -8,484 Closed
BC
2172
Brookfield Corp
Ontario, Canada
– -$575K -8,318 Closed
NVIM
2173
New Vernon Investment Management
Illinois
– -$564K -8,165 Closed
CFAM
2174
Center For Asset Management
Florida
– -$558K -8,070 Closed
TF
2175
Threadgill Financial
Texas
– -$526K -7,561 Closed
85 86
87
88 89