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CVS Health
CVS

Overview Fund Activity

2,295 hedge funds and large institutions have $95.1B invested in CVS Health in 2022 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 952 increasing their positions, 974 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,295
Holders Change
-59
Holders Change %
-2.51%
% of All Funds
38.81%
Holding in Top 10
137
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+21.24%
% of All Funds
2.32%
New
109
Increased
952
Reduced
974
Closed
141
Calls
$1.35B
Puts
$1.03B
Net Calls
+$315M
Net Calls Change
+$45.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$613M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$251M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$217M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$185M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$570M
2
DZ Bank
DZ Bank
Germany
-$348M
3
Harris Associates
Harris Associates
Illinois
-$276M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$234M
5
Capital International Investors
Capital International Investors
California
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
751
RBA Wealth Management
California
$4.14M +$41.9K +452 +1%
TC
752
Taika Capital
Florida
$4.13M -$1.43M -15,400 -26%
AIS
753
AM Investment Strategies
Tennessee
$4.11M -$168K -1,817 -4%
PCTC
754
Perkins Coie Trust Company
Washington
$4.11M +$79.4K +857 +2%
AC
755
Arjuna Capital
North Carolina
$4.1M +$133K +1,431 +3%
MCA
756
Morris Capital Advisors
Pennsylvania
$4.09M +$52.9K +571 +1%
CB
757
Community Bank
New York
$4.06M -$80.9K -873 -2%
NSEDCP
758
NJ State Employees Deferred Compensation Plan
New Jersey
$4.06M – – –
ONSWM
759
Old North State Wealth Management
North Carolina
$4.05M +$178K +1,914 +5%
CIC
760
Carnegie Investment Counsel
Ohio
$4.02M +$228K +2,457 +6%
EWM
761
Evercore Wealth Management
New York
$3.99M +$13K +140 +0.3%
WIS
762
Wright Investors Service
Connecticut
$3.98M +$194K +2,093 +5%
HAG
763
HighPoint Advisor Group
Illinois
$3.96M +$3.96M +42,439 New
RCA
764
Resonant Capital Advisors
Wisconsin
$3.95M -$117K -1,258 -3%
AG
765
AIA Group
Hong Kong
$3.93M +$1.82M +19,683 +86%
QT
766
Quantbot Technologies
New York
$3.93M +$3.93M +42,444 New
NCM
767
Neumann Capital Management
California
$3.93M +$30.6K +330 +0.8%
ATPW
768
Ashton Thomas Private Wealth
Arizona
$3.93M +$1.04M +11,240 +36%
VWA
769
Visionary Wealth Advisors
Illinois
$3.93M +$284K +3,065 +8%
JWM
770
Jupiter Wealth Management
Colorado
$3.91M – – –
DA
771
DCM Advisors
New York
$3.89M +$19.1K +206 +0.5%
SIMG
772
Sonora Investment Management Group
Arizona
$3.87M -$70.7K -763 -2%
BIMC
773
Benson Investment Management Company
Virginia
$3.87M +$22.6K +245 +0.6%
NCM
774
Narwhal Capital Management
Georgia
$3.84M +$5K +54 +0.1%
RAM
775
Roanoke Asset Management
New Jersey
$3.84M +$119K +1,279 +3%
29 30
31
32 33