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CVS Health
CVS

Overview Fund Activity

2,312 hedge funds and large institutions have $98.4B invested in CVS Health in 2022 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 1,024 increasing their positions, 903 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,312
Holders Change
+17
Holders Change %
+0.74%
% of All Funds
39.98%
Holding in Top 10
169
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.36%
% of All Funds
2.92%
New
142
Increased
1,024
Reduced
903
Closed
89
Calls
$1.57B
Puts
$1.14B
Net Calls
+$432M
Net Calls Change
+$117M

Top Buyers

1
Amundi
Amundi
France
+$229M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$198M
3
Capital World Investors
Capital World Investors
California
+$197M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$165M
5
Man Group
Man Group
United Kingdom
+$137M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$156M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$96M
3
Two Sigma Investments
Two Sigma Investments
New York
-$92.9M
4
IIM
INTECH Investment Management
Florida
-$91.2M
5
UBS Group
UBS Group
Switzerland
-$86.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
776
Evercore Wealth Management
New York
$4.11M -$95 -1 -0%
RCA
777
Resonant Capital Advisors
Wisconsin
$4.1M +$36.1K +379 +0.9%
WSC
778
Wellington Shields & Co
New York
$4.09M +$236K +2,472 +6%
ECM
779
Elgethun Capital Management
South Dakota
$4.08M -$232K -2,430 -5%
WCA
780
Westover Capital Advisors
Delaware
$4.04M +$162K +1,702 +4%
JWM
781
Jupiter Wealth Management
Colorado
$4.02M – – –
AIM
782
Aigen Investment Management
New York
$4.02M +$2.1M +22,022 +109%
BCM
783
Blume Capital Management
California
$4.01M -$273K -2,860 -6%
NCM
784
Neumann Capital Management
California
$4.01M -$33.4K -350 -0.8%
ANTB
785
AMG National Trust Bank
Colorado
$4M +$878K +9,203 +28%
VWMG
786
Virginia Wealth Management Group
Virginia
$3.98M +$732K +7,674 +23%
IC
787
IEQ Capital
California
$3.98M +$1.54M +16,159 +63%
BIMC
788
Benson Investment Management Company
Virginia
$3.95M -$53.9K -565 -1%
CPA
789
Capital Planning Advisors
California
$3.93M +$112K +1,173 +3%
JAM
790
Jupiter Asset Management
United Kingdom
$3.93M +$777K +8,143 +25%
RAM
791
Roanoke Asset Management
New Jersey
$3.92M -$27.8K -292 -0.7%
RWA
792
River Wealth Advisors
Pennsylvania
$3.92M -$1.53K -16 -0%
SIAP
793
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.92M +$7.73K +81 +0.2%
MCM
794
Mitchell Capital Management
Kansas
$3.91M +$75.4K +791 +2%
DA
795
DCM Advisors
New York
$3.9M -$96.4K -1,011 -2%
SIMG
796
Sonora Investment Management Group
Arizona
$3.87M – – –
AWA
797
Arkadios Wealth Advisors
Georgia
$3.87M +$505K +5,300 +15%
WLPWM
798
Walled Lake Planning & Wealth Management
Illinois
$3.87M +$69.3K +727 +2%
HCA
799
Horan Capital Advisors
Ohio
$3.87M +$76.8K +805 +2%
VRM
800
Vectors Research Management
New York
$3.87M +$897K +9,406 +30%
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