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CVS Health
CVS

Overview Fund Activity

2,354 hedge funds and large institutions have $103B invested in CVS Health in 2022 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 882 increasing their positions, 1,063 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,354
Holders Change
+25
Holders Change %
+1.07%
% of All Funds
37.25%
Holding in Top 10
113
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-20.42%
% of All Funds
1.79%
New
173
Increased
882
Reduced
1,063
Closed
120
Calls
$1.87B
Puts
$1.6B
Net Calls
+$270M
Net Calls Change
+$461M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$863M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$473M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$266M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$262M
5
State Street
State Street
Massachusetts
+$248M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$475M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$366M
3
Harris Associates
Harris Associates
Illinois
-$298M
4
Millennium Management
Millennium Management
New York
-$216M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
726
Soltis Investment Advisors
Utah
$5.13M +$2.04M +20,202 +66%
EI
727
EDMP Inc
Florida
$5.11M -$56.7K -560 -1%
HW
728
Hedeker Wealth
Illinois
$5.09M +$532K +5,252 +12%
CF
729
CNA Financial
Illinois
$5.06M -$3.54M -35,000 -41%
TA
730
Tamarack Advisers
California
$5.06M +$1.01M +10,000 +25%
RSWM
731
Robertson Stephens Wealth Management
California
$5.03M +$392K +3,869 +8%
CPA
732
Court Place Advisors
Maryland
$5.03M -$460K -4,546 -8%
LPIC
733
LeJeune Puetz Investment Counsel
Michigan
$5.02M – – –
BPM
734
Bowling Portfolio Management
Ohio
$5.02M +$1.77M +17,449 +54%
WFMPM
735
Woodley Farra Manion Portfolio Management
Indiana
$5M -$273K -2,695 -5%
ASA
736
Armstrong Shaw Associates
Connecticut
$4.93M – – –
DIA
737
Dean Investment Associates
Ohio
$4.92M -$1.82M -18,027 -27%
VI
738
Vestcor Inc
New Brunswick, Canada
$4.91M +$1.1M +10,897 +29%
KWM
739
Kingsview Wealth Management
Oregon
$4.9M +$1.36M +13,445 +38%
EM
740
Excalibur Management
Massachusetts
$4.89M -$220K -2,169 -4%
SWK
741
Stephen W. Kidder
$4.87M +$142K +1,402 +3%
ECM
742
Estabrook Capital Management
New York
$4.85M +$708 +7 +0%
CCM
743
Cox Capital Management
Massachusetts
$4.83M -$103K -1,013 -2%
NPT
744
Nixon Peabody Trust
Massachusetts
$4.81M -$818K -8,080 -15%
TA
745
Townsend & Associates
Colorado
$4.8M +$129K +1,210 +3%
WAOTB
746
Wealth Advisors of Tampa Bay
Florida
$4.75M -$136K -1,346 -3%
V
747
Veritable
Delaware
$4.72M -$239K -2,361 -5%
UAM
748
Unison Asset Management
Florida
$4.7M – – –
RIG
749
Roosevelt Investment Group
New York
$4.7M +$4.55K +45 +0.1%
CT
750
Chicago Trust
Illinois
$4.69M +$313K +3,091 +7%
28 29
30
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