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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 %
ESCM
1151
Echo Street Capital Management
New York
$1.74M +$1.29M +12,712 +287%
FCA
1152
FinTrust Capital Advisors
South Carolina
$1.73M +$266K +2,627 +18%
HIMC
1153
Heritage Investors Management Corp
Maryland
$1.73M -$3.44K -34 -0.2%
SFCL
1154
Strengthening Families & Communities LLC
Massachusetts
$1.71M -$22.1K -218 -1%
SCA
1155
Sippican Capital Advisors
Massachusetts
$1.7M -$36.5K -361 -2%
DT
1156
Diversified Trust
Tennessee
$1.7M +$68.4K +676 +4%
AIP
1157
Ameritas Investment Partners
Nebraska
$1.7M -$56.8K -561 -3%
EWM
1158
Empirical Wealth Management
Washington
$1.69M -$73.6K -727 -4%
SWA
1159
SFMG Wealth Advisors
Texas
$1.69M -$1.4M -13,837 -45%
ADL
1160
Asset Dedication LLC
California
$1.69M +$426K +4,208 +34%
GFG
1161
Greystone Financial Group
Michigan
$1.68M -$86K -850 -5%
WWM
1162
Wolff Wiese Magana
California
$1.68M +$55.6K +549 +3%
MMA
1163
Miracle Mile Advisors
California
$1.68M -$30.3K -299 -2%
CIAS
1164
Capital Investment Advisory Services
North Carolina
$1.68M +$78.9K +780 +5%
MMG
1165
Monetary Management Group
Missouri
$1.68M – – –
BC
1166
Brookfield Corp
Ontario, Canada
$1.67M -$5.63M -55,645 -77%
CI
1167
Conning Inc
Connecticut
$1.67M +$4.76K +47 +0.3%
FLI
1168
Family Legacy Inc
South Carolina
$1.66M +$35.2K +348 +2%
GFPC
1169
Global Financial Private Client
Florida
$1.65M +$282K +2,793 +21%
AWP
1170
Accretive Wealth Partners
New Jersey
$1.65M +$11.4K +113 +0.7%
KS
1171
Karpas Strategies
Connecticut
$1.64M +$4.15K +41 +0.3%
LMKC
1172
L.M. Kohn & Company
Ohio
$1.64M +$1.64M +16,170 New
SC
1173
Savant Capital
Illinois
$1.64M +$5.06K +50 +0.3%
YC
1174
Yarbrough Capital
Tennessee
$1.63M – – –
AIM
1175
ARGA Investment Management
Connecticut
$1.63M -$8.35M -82,494 -84%
45 46
47
48 49