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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 %
MFAM
876
Motley Fool Asset Management
Virginia
$3.3M -$149K -1,476 -4%
DFA
877
Delta Financial Advisors
Louisiana
$3.29M -$13.2K -130 -0.4%
JWCA
878
J.W. Cole Advisors
Florida
$3.29M -$353K -3,492 -10%
SIA
879
SeaBridge Investment Advisors
New Jersey
$3.29M +$939K +9,279 +40%
CW
880
Connectus Wealth
Ohio
$3.27M -$3.54M -34,273 -52%
AWA
881
Arkadios Wealth Advisors
Georgia
$3.27M +$278K +2,745 +9%
AW
882
Apricus Wealth
South Carolina
$3.26M -$441K -4,132 -12%
CIC
883
Cornercap Investment Counsel
Georgia
$3.23M +$2.66M +26,319 +471%
FHA
884
Flagship Harbor Advisors
Massachusetts
$3.22M +$216K +2,135 +7%
VRM
885
Vectors Research Management
New York
$3.22M -$289K -2,854 -8%
SIC
886
Sigma Investment Counselors
Michigan
$3.2M -$33.2K -328 -1%
EWM
887
Edge Wealth Management
New York
$3.2M -$25.3K -250 -0.8%
EF
888
Empirical Finance
Pennsylvania
$3.18M +$278K +2,743 +10%
GG
889
Gofen & Glossberg
Illinois
$3.18M -$28K -277 -0.9%
TPM
890
Triasima Portfolio Management
Quebec, Canada
$3.18M +$3.18M +31,384 New
WI
891
Wintrust Investments
Illinois
$3.17M -$139K -1,627 -4%
ATPW
892
Ashton Thomas Private Wealth
Arizona
$3.15M +$641K +6,334 +26%
HC
893
HNP Capital
New York
$3.15M -$330K -3,260 -9%
T
894
TOBAM
France
$3.15M +$2.74M +27,028 +666%
TCOT
895
Trust Company of Toledo
Ohio
$3.15M +$8.71K +86 +0.3%
RIM
896
Redpoint Investment Management
Australia
$3.14M – – –
AWA
897
Aaron Wealth Advisors
Illinois
$3.14M +$3.1M +314,168 +10,053%
HWA
898
HCR Wealth Advisors
California
$3.13M -$234K -2,311 -7%
LRWA
899
Long Run Wealth Advisors
New York
$3.11M -$687K -6,802 -18%
SIAG
900
Signet Investment Advisory Group
Rhode Island
$3.1M -$482K -4,762 -13%
34 35
36
37 38