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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 Holding Trade Value Shares
Change 		Shares
Change %
BBWP
2226
Beacon Bridge Wealth Partners
Pennsylvania
– -$223K -3,230 Closed
KMWM
2227
Keudell/Morrison Wealth Management
Oregon
– -$223K -3,229 Closed
LC
2228
LCNB Corp
Ohio
– -$222K -3,218 Closed
ICP
2229
Interchange Capital Partners
Pennsylvania
– -$222K -3,194 Closed
FWP
2230
FAS Wealth Partners
Kansas
– -$220K -3,182 Closed
FWM
2231
Finer Wealth Management
Massachusetts
– -$217K -3,144 Closed
SW
2232
Solidarity Wealth
Utah
– -$213K -3,075 Closed
TF
2233
Trek Financial
Arizona
– -$209K -3,026 Closed
HFP
2234
Holistic Financial Partners
Indiana
– -$205K -2,971 Closed
AO
2235
Advisor OS
Illinois
– -$205K -2,963 Closed
FWTB
2236
First Western Trust Bank
Colorado
– -$204K -2,958 Closed
AC
2237
ASB Consultores
Florida
– -$203K -2,932 Closed
SMWM
2238
Silvia McColl Wealth Management
California
– -$202K -2,929 Closed
PAM
2239
Private Asset Management
California
– -$202K -2,925 Closed
PWS
2240
Precision Wealth Strategies
Missouri
– -$202K -2,924 Closed
RZH
2241
Relyea Zuckerberg Hanson
Connecticut
– -$201K -2,905 Closed
ES
2242
ETF Store
Kansas
– -$202K -2,789 Closed
OPTFSNA
2243
Old Point Trust & Financial Services N A
Virginia
– -$132K -1,916 Closed
IGWM
2244
ICA Group Wealth Management
Colorado
– -$125K -1,811 Closed
AP
2245
Arlington Partners
Alabama
– -$109K -1,572 Closed
WAM
2246
Worth Asset Management
Texas
– -$76.2K -1,103 Closed
WIM
2247
WealthPlan Investment Management
Nebraska
– -$76K -1,100 Closed
FA
2248
Fiduciary Alliance
South Carolina
– -$71.9K -1,040 Closed
KI
2249
Kapitalo Investimentos
Brazil
– -$54.5K -788 Closed
KLWA
2250
Kelly Lawrence W & Associates
California
– -$53.9K -785 Closed
87 88 89
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