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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 %
HPM
901
Hudson Portfolio Management
New York
$2.77M -$20.4K -220 -0.7%
IAN
902
Integrated Advisors Network
Texas
$2.77M +$125K +1,354 +5%
EP
903
Eudaimonia Partners
Tennessee
$2.76M +$211K +2,282 +8%
LSAG
904
Lake Street Advisors Group
New Hampshire
$2.76M -$3.71K -40 -0.1%
SAM
905
Sompo Asset Management
Japan
$2.74M -$364K -3,930 -12%
JWCA
906
J.W. Cole Advisors
Florida
$2.73M -$280K -3,019 -9%
TPCW
907
TD Private Client Wealth
New York
$2.73M +$51.5K +555 +2%
WSCM
908
Wellington Shields Capital Management
New York
$2.73M -$1.22M -13,212 -31%
MYLI
909
Meiji Yasuda Life Insurance
Japan
$2.73M +$440K +4,751 +19%
FCCM
910
First City Capital Management
Georgia
$2.72M +$77.7K +839 +3%
USCWA
911
U.S. Capital Wealth Advisors
Texas
$2.7M -$6.21M -66,961 -70%
NFG
912
Nations Financial Group
Iowa
$2.69M -$2.68M -28,906 -50%
LBC
913
Lawrence B. Cohen
$2.67M -$63K -680 -2%
BFC
914
Blue Fin Capital
Rhode Island
$2.67M -$15.8K -171 -0.6%
FAB
915
First American Bank
Illinois
$2.66M +$2.47M +26,627 +1,303%
HWM
916
Hohimer Wealth Management
Washington
$2.66M -$2.36M -25,498 -47%
AC
917
Addison Capital
Pennsylvania
$2.65M -$34.7K -374 -1%
EWA
918
Exencial Wealth Advisors
Oklahoma
$2.65M +$12K +129 +0.5%
MBT
919
Montecito Bank & Trust
California
$2.64M -$746K -8,049 -22%
CFMC
920
Curbstone Financial Management Corp
New Hampshire
$2.64M -$412K -4,450 -13%
DAS
921
Dynamic Advisor Solutions
Arizona
$2.64M +$47.5K +513 +2%
RCM
922
Radnor Capital Management
Pennsylvania
$2.63M +$71.8K +775 +3%
BCM
923
Brookstone Capital Management
Illinois
$2.63M -$753K -7,994 -22%
AW
924
ACG Wealth
Georgia
$2.63M +$89.3K +964 +4%
IAS
925
IMA Advisory Services
Colorado
$2.62M +$19.2K +207 +0.7%
35 36
37
38 39