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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 %
EWM
1001
Endurance Wealth Management
Rhode Island
$2.51M -$2.94K -29 -0.1%
AC
1002
Asio Capital
Kentucky
$2.51M -$1.35M -13,366 -35%
HI
1003
Horizon Investments
North Carolina
$2.5M +$219K +2,172 +10%
MYLI
1004
Meiji Yasuda Life Insurance
Japan
$2.5M -$76.3K -754 -3%
GIA
1005
Gladstone Institutional Advisory
Florida
$2.49M +$39.2K +387 +2%
CNFG
1006
Creegan & Nassoura Financial Group
New Hampshire
$2.49M -$6.07K -60 -0.2%
ARG
1007
Advisory Resource Group
Oklahoma
$2.47M -$165K -1,632 -6%
PA
1008
Profund Advisors
Maryland
$2.46M -$255K -2,524 -9%
CCM
1009
Compton Capital Management
Rhode Island
$2.45M -$81.7K -807 -3%
IBOK
1010
Independence Bank of Kentucky
Kentucky
$2.45M -$104K -1,023 -4%
6F
1011
626 Financial
Michigan
$2.44M -$44K -435 -2%
LTI
1012
Laffer Tengler Investments
Tennessee
$2.43M -$554K -5,473 -19%
SFS
1013
Strategic Financial Services
New York
$2.43M +$20.1K +199 +0.8%
SC
1014
Stolper & Co
Oklahoma
$2.43M +$54.5K +538 +2%
ECM
1015
EagleClaw Capital Management
Massachusetts
$2.42M -$402K -3,975 -14%
RGC
1016
Roberts, Glore & Co
Illinois
$2.42M -$10.1K -100 -0.4%
CAL
1017
Capital Analysts LLC
Pennsylvania
$2.4M -$110K -1,086 -4%
WAM
1018
Weatherly Asset Management
California
$2.4M -$14.2K -140 -0.6%
CH
1019
Canton Hathaway
Rhode Island
$2.39M -$25.3K -250 -1%
BWA
1020
BDO Wealth Advisors
Florida
$2.38M +$67.4K +666 +3%
AWAP
1021
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.38M -$959K -9,478 -29%
JC
1022
JB Capital
Connecticut
$2.36M +$76.3K +754 +3%
MCCP
1023
Mission Creek Capital Partners
California
$2.35M -$64K -632 -3%
SIC
1024
SFE Investment Counsel
California
$2.35M -$63.3K -625 -3%
CI
1025
Cigna Investments
Connecticut
$2.35M -$676K -6,676 -22%
39 40
41
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