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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 %
EWM
776
Evercore Wealth Management
New York
$4.34M -$535K -5,282 -11%
AC
777
Arjuna Capital
North Carolina
$4.33M +$302K +2,983 +7%
WSCM
778
Wellington Shields Capital Management
New York
$4.32M +$535K +5,286 +14%
SIMG
779
Sonora Investment Management Group
Arizona
$4.31M -$18.6K -184 -0.4%
CWG
780
Cornerstone Wealth Group
North Carolina
$4.28M +$114K +1,125 +3%
BAM
781
Belpointe Asset Management
Nevada
$4.28M -$309K -3,053 -7%
JWM
782
Jupiter Wealth Management
Colorado
$4.27M – – –
NCM
783
Neumann Capital Management
California
$4.26M -$40.5K -400 -0.9%
KP
784
Keel Point
Alabama
$4.25M -$368K -3,633 -8%
IMOV
785
Investment Management of Virginia
Virginia
$4.24M -$1.2M -11,812 -22%
ONSWM
786
Old North State Wealth Management
North Carolina
$4.23M -$1.18M -11,632 -22%
BIMC
787
Benson Investment Management Company
Virginia
$4.23M -$660K -6,525 -14%
DA
788
DCM Advisors
New York
$4.22M -$156K -1,541 -4%
WCA
789
Westover Capital Advisors
Delaware
$4.21M -$214K -2,113 -5%
MC
790
Miramar Capital
Illinois
$4.21M -$5.1M -50,372 -55%
NCM
791
Narwhal Capital Management
Georgia
$4.19M -$935K -9,236 -18%
UF
792
Univest Financial
Pennsylvania
$4.18M -$1.23M -12,136 -23%
SIAP
793
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.14M -$49.6K -490 -1%
CIC
794
Carnegie Investment Counsel
Ohio
$4.14M +$323K +3,196 +8%
WIS
795
Wright Investors Service
Connecticut
$4.14M +$124K +1,227 +3%
TC
796
TownSquare Capital
Utah
$4.12M +$181K +1,787 +5%
LA
797
Lynch & Associates
Indiana
$4.12M +$56.3K +556 +1%
PCM
798
Prelude Capital Management
New York
$4.1M +$4.1M +40,498 New
RWA
799
River Wealth Advisors
Pennsylvania
$4.09M +$245K +2,422 +6%
ACM
800
Argyle Capital Management
Pennsylvania
$4.07M -$110K -1,085 -3%
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