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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 Market Value Shares Shares
Change 		Shares
Change %
TFP
2251
Tilia Fiduciary Partners
North Carolina
– – -766 Closed
TC
2252
Tacita Capital
Ontario, Canada
– – -765 Closed
PAI
2253
Pittenger & Anderson Inc
Nebraska
– – -632 Closed
KC
2254
Knuff & Co
California
– – -579 Closed
2L
2255
25 LLC
Missouri
– – -550 Closed
WP
2256
WealthPLAN Partners
Nebraska
– – -547 Closed
PIAS
2257
PCA Investment Advisory Services
Ohio
– – -529 Closed
LAM
2258
LifePro Asset Management
California
– – -525 Closed
Parallax Volatility Advisers
2259
Parallax Volatility Advisers
California
– – -480 Closed
BFPW
2260
BOK Financial Private Wealth
Colorado
– – -444 Closed
TVWM
2261
Tower View Wealth Management
Wisconsin
– – -292 Closed
DMKJ
2262
David M. Knott Jr
– – -258 Closed
LFA
2263
Legend Financial Advisors
Pennsylvania
– – -225 Closed
SF
2264
Safeguard Financial
Wisconsin
– – -200 Closed
MIM
2265
Macroview Investment Management
Maryland
– – -106 Closed
EP
2266
Elkhorn Partners
Nebraska
– – -100 Closed
DI
2267
Disciplined Investments
Oklahoma
– – -77 Closed
KHC
2268
Koesten Hirschmann & Crabtree
Kansas
– – -60 Closed
SHIM
2269
Stone House Investment Management
Pennsylvania
– – -26 Closed
CWA
2270
Clearview Wealth Advisors
Oregon
– – -15 Closed
PVH
2271
Psagot Value Holdings
Israel
$0 1 – –
MCM
2272
Masters Capital Management
Georgia
– – – –
HI
2273
HBK Investments
Texas
– – – –
CCMT
2274
CMT Capital Markets Trading
Germany
– – – –
DAL
2275
Delta Accumulation LLC
California
– – – –
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