CVS icon

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 %
IC
826
IEQ Capital
California
$3.82M +$364K +3,597 +11%
MOS
827
MGO One Seven
Ohio
$3.81M +$229K +2,267 +6%
BCM
828
Brookstone Capital Management
Illinois
$3.75M -$507K -4,853 -12%
BOCM
829
Bontempo Ohly Capital Management
Maryland
$3.75M -$754K -7,450 -17%
AIC
830
Archer Investment Corporation
Indiana
$3.74M -$93.7K -922 -2%
IA
831
IFG Advisory
Georgia
$3.74M -$238K -2,350 -6%
LA
832
Legacy Advisors
Pennsylvania
$3.71M +$3.23M +31,927 +671%
SWM
833
Spire Wealth Management
Virginia
$3.71M -$291K -2,713 -7%
MBT
834
Montecito Bank & Trust
California
$3.7M +$1.88M +18,530 +103%
LGF
835
LGT Group Foundation
Liechtenstein
$3.7M +$1.17M +11,580 +46%
OAJ
836
Ogorek Anthony Joseph
New York
$3.69M +$65.6K +648 +2%
HH
837
Hilltop Holdings
Texas
$3.69M -$48.3K -477 -1%
HFM
838
Hartford Financial Management
Connecticut
$3.68M -$55.4K -547 -1%
ST
839
Spinnaker Trust
Maine
$3.67M +$97.8K +966 +3%
SCM
840
Stevens Capital Management
Pennsylvania
$3.66M +$3.66M +36,186 New
VNIM
841
Vaughan Nelson Investment Management
Texas
$3.65M +$124K +1,225 +4%
P
842
Pitcairn
Pennsylvania
$3.64M -$60.1K -594 -2%
GT
843
Greenleaf Trust
Michigan
$3.63M +$317K +3,136 +10%
JHCP
844
Jackson Hole Capital Partners
Oklahoma
$3.63M +$232K +2,297 +7%
IC
845
Intersect Capital
California
$3.61M -$41.6K -411 -1%
SIA
846
Strategic Investment Advisors
Michigan
$3.61M -$195K -1,925 -5%
SYBT
847
Stock Yards Bank & Trust
Kentucky
$3.6M -$79.9K -789 -2%
TCM
848
Twin Capital Management
Pennsylvania
$3.59M +$143K +1,410 +4%
BIC
849
Beach Investment Counsel
Pennsylvania
$3.59M -$5.06K -50 -0.1%
PT
850
Plimoth Trust
Massachusetts
$3.59M -$255K -2,516 -7%
32 33
34
35 36