CVS icon

CVS Health
CVS

Overview Fund Activity

2,097 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, 773 increasing their positions, 1,014 reducing their positions, and 173 closing their positions.

Holders
2,097
Holders Change
-90
Holders Change %
-4.12%
% of All Funds
33.44%
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
773
Reduced
1,014
Closed
173
Calls
$1.7B
Puts
$1.32B
Net Calls
+$380M
Net Calls Change
+$124M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.6B
2
Dodge & Cox
2
Dodge & Cox
California
$1.87B
3
Capital World Investors
3
Capital World Investors
California
$2.82B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$938M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.92B

Top Sellers

1
BlackRock
1
BlackRock
New York
$6.06B
2
Boston Partners
2
Boston Partners
Massachusetts
$5.39M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$11.5M
4
Ameriprise
4
Ameriprise
Minnesota
$441M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.17B
Name Market Value Shares Shares
Change 		Shares
Change %
EB
2201
Exchange Bank
California
– – -4,219 Closed
FPCG
2202
Forum Private Client Group
Indiana
– – -4,172 Closed
RFN
2203
Redwood Financial Network
Ohio
– – -4,108 Closed
GFG
2204
Goldstone Financial Group
Illinois
– – -3,950 Closed
AGC
2205
Aspen Grove Capital
Colorado
– – -3,946 Closed
CC
2206
Centiva Capital
New York
– – -3,896 Closed
MM
2207
MQS Management
New York
– – -3,848 Closed
ECG
2208
Edge Capital Group
Georgia
– – -3,602 Closed
ACI
2209
Alpha Cubed Investments
California
– – -3,598 Closed
APA
2210
Astoria Portfolio Advisors
New York
– – -3,593 Closed
MA
2211
MJP Associates
Connecticut
– – -3,592 Closed
LCM
2212
Leisure Capital Management
California
– – -3,548 Closed
SFG
2213
Sovereign Financial Group
Connecticut
– – -3,536 Closed
TAIM
2214
TD Ameritrade Investment Management
Nebraska
– – -3,531 Closed
HCM
2215
HMS Capital Management
Tennessee
– – -3,481 Closed
NC
2216
NBW Capital
Massachusetts
– – -3,464 Closed
SWMP
2217
Signature Wealth Management Partners
New Jersey
– – -3,454 Closed
JSW
2218
Journey Strategic Wealth
New Jersey
– – -3,452 Closed
BFA
2219
Beaumont Financial Advisors
Massachusetts
– – -3,441 Closed
MW
2220
MBL Wealth
North Carolina
– – -3,413 Closed
LCC
2221
Lincoln Capital Corp
Rhode Island
– – -3,413 Closed
PA
2222
PFG Advisors
Arizona
– – -3,397 Closed
CF
2223
Corrigan Financial
Rhode Island
– – -3,395 Closed
PWM
2224
PRW Wealth Management
Massachusetts
– – -3,352 Closed
FMTC
2225
Farmers & Merchants Trust Company
California
– – -3,302 Closed
87 88
89
90 91