CVS Health
CVS
2,117 hedge funds and large institutions have $70B invested in CVS Health in 2023 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 782 increasing their positions, 1,020 reducing their positions, and 173 closing their positions.
29% more call options, than puts
Call options by funds: $1.7B | Put options by funds: $1.32B
19% more funds holding in top 10
Funds holding in top 10: 43 → 51 (+8)
2% more capital invested
Capital invested by funds: $68.9B → $70B (+$1.06B)
0.19% more ownership
Funds ownership: 77.72% → 77.91% (+0.19%)
4% less funds holding
Funds holding: 2,206 → 2,117 (-89)
23% less repeat investments, than reductions
Existing positions increased: 782 | Existing positions reduced: 1,020
35% less first-time investments, than exits
New positions opened: 112 | Existing positions closed: 173
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$1.42B |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$758M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$704M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$552M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$439M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$496M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$459M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$182M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$175M |
| 5 |
Morgan Stanley
New York
|
-$152M |
CVS Hedge Fund Activity: Q3 2023 in Review
2,117 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q3 2023, worth a combined $70B — up 1.5% from $68.9B a quarter earlier.
Sellers outnumbered buyers: 173 funds closed out of CVS and 112 opened new positions — a net loss of 61 holders — while 1,020 trimmed existing stakes and 782 added.
The largest buyer was Capital International Investors, adding an estimated $1.42B. The largest seller was BlackRock, cutting an estimated $496M.
- 2,117 institutional investors held CVS Health (CVS) as of Q3 2023, down from 2,206 in Q2 2023.
- Funds reported $70B of CVS Health stock for Q3 2023, up 1.5% quarter-over-quarter.
- 112 funds opened new CVS Health positions in Q3 2023 and 173 closed out, a net change of -61 holders.
- The largest CVS Health buyer in Q3 2023 was Capital International Investors, an estimated $1.42B added.
- The largest CVS Health seller in Q3 2023 was BlackRock, an estimated $496M sold.
Based on aggregated 13F filings for Q3 2023.