CVS icon

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 %
CFMC
926
Curbstone Financial Management Corp
New Hampshire
$2.72M -$381 -4 -0%
HPM
927
Hudson Portfolio Management
New York
$2.71M -$142K -1,485 -5%
GTAM
928
Global Trust Asset Management
Florida
$2.71M +$14.2K +149 +0.5%
ACM
929
Alta Capital Management
Utah
$2.7M -$222K -2,326 -8%
SIA
930
Schechter Investment Advisors
Michigan
$2.7M +$338K +3,549 +14%
USCWA
931
U.S. Capital Wealth Advisors
Texas
$2.68M -$96.3K -1,010 -3%
FCH
932
Freestone Capital Holdings
Washington
$2.66M -$1.15M -12,094 -30%
BFC
933
Blue Fin Capital
Rhode Island
$2.65M -$93K -975 -3%
WAM
934
Westport Asset Management
Connecticut
$2.65M – – –
IAS
935
IMA Advisory Services
Colorado
$2.65M -$51.1K -536 -2%
HIP
936
HUB Investment Partners
Texas
$2.64M +$98.4K +1,032 +4%
LWA
937
Lineweaver Wealth Advisors
Ohio
$2.64M +$1.55M +16,212 +142%
ST
938
Sentinel Trust
Texas
$2.63M -$61.3K -643 -2%
FCCM
939
First City Capital Management
Georgia
$2.63M -$164K -1,717 -6%
MBT
940
Montecito Bank & Trust
California
$2.63M -$88.9K -932 -3%
WI
941
Wintrust Investments
Illinois
$2.62M -$376K -4,499 -13%
EF
942
Exeter Financial
Arizona
$2.62M +$26.4K +277 +1%
IAS
943
Investment Advisory Services
Texas
$2.62M -$4.77K -50 -0.2%
LTI
944
Laffer Tengler Investments
Tennessee
$2.62M +$333K +3,494 +15%
BWM
945
BerganKDV Wealth Management
Minnesota
$2.61M +$20K +210 +0.8%
PFS
946
Prospera Financial Services
Texas
$2.6M +$29.4K +308 +1%
SCM
947
SOL Capital Management
Maryland
$2.59M -$2.38K -25 -0.1%
SC
948
Searle & Co
Connecticut
$2.57M – – –
LNC
949
Lincoln National Corp
Pennsylvania
$2.57M +$86.6K +908 +3%
CWP
950
Capital Wealth Planning
Florida
$2.56M +$198K +2,076 +8%
36 37
38
39 40