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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 %
ST
926
Sentinel Trust
Texas
$2.62M -$73.2K -790 -3%
GTAM
927
Global Trust Asset Management
Florida
$2.62M +$204K +2,202 +8%
IA
928
IFP Advisors
Florida
$2.61M – – –
SWM
929
Spire Wealth Management
Virginia
$2.59M -$617K -6,660 -19%
WAM
930
Westport Asset Management
Connecticut
$2.58M – – –
AFA
931
AllGen Financial Advisors
Florida
$2.56M +$92.8K +1,001 +4%
CT
932
Coastline Trust
Rhode Island
$2.55M +$169K +1,825 +7%
UCI
933
Uncommon Cents Investing
Wisconsin
$2.55M -$13.4K -145 -0.5%
IAS
934
Investment Advisory Services
Texas
$2.55M -$180K -1,938 -7%
EF
935
Exeter Financial
Arizona
$2.52M +$41.7K +450 +2%
SCM
936
SOL Capital Management
Maryland
$2.52M +$158K +1,706 +7%
LWIC
937
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.52M +$1.32M +11,031 +109%
AW
938
Apricus Wealth
South Carolina
$2.52M -$310K -3,345 -11%
BWM
939
BerganKDV Wealth Management
Minnesota
$2.52M +$26.6K +287 +1%
AP
940
Americana Partners
Texas
$2.51M -$65.1K -703 -3%
SC
941
Searle & Co
Connecticut
$2.5M – – –
BB
942
Busey Bank
Illinois
$2.5M -$298K -3,221 -11%
PFS
943
Prospera Financial Services
Texas
$2.5M -$204K -2,197 -8%
TSWM
944
Triangle Securities Wealth Management
North Carolina
$2.5M -$93.4K -1,008 -4%
BMCM
945
Bryn Mawr Capital Management
Pennsylvania
$2.49M -$47K -507 -2%
SLI
946
Sumitomo Life Insurance
Japan
$2.49M +$49K +529 +2%
PA
947
Parallel Advisors
California
$2.49M +$102K +1,098 +4%
HIP
948
HUB Investment Partners
Texas
$2.47M +$96.4K +1,040 +4%
SIM
949
Stratos Investment Management
Ohio
$2.46M +$13.4K +145 +0.5%
CIP
950
Convergence Investment Partners
Florida
$2.46M -$61.5K -664 -2%
36 37
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