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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 %
SIG
1201
Sky Investment Group
Connecticut
$1.55M -$1.52K -15 -0.1%
AIM
1202
Alhambra Investment Management
Florida
$1.54M -$58.9K -582 -4%
FFM
1203
Forum Financial Management
Illinois
$1.53M +$52.9K +523 +4%
MFG
1204
Magnus Financial Group
New York
$1.53M +$1.27M +12,503 +476%
TAIM
1205
TD Ameritrade Investment Management
Nebraska
$1.53M +$106K +1,051 +7%
SSI
1206
Scott & Selber Inc
Texas
$1.52M -$16.7K -165 -1%
LCM
1207
Logan Capital Management
Pennsylvania
$1.52M -$82.7K -817 -5%
MAM
1208
Mystic Asset Management
Rhode Island
$1.52M – – –
ADMI
1209
Albert D. Mason Inc
Massachusetts
$1.52M -$16K -158 -1%
GAMC
1210
Garner Asset Management Corp
Texas
$1.51M -$81.7K -807 -5%
OPS
1211
Orion Portfolio Solutions
Nebraska
$1.51M +$231K +2,286 +18%
III
1212
Independent Investors Inc
New York
$1.51M – – –
TAM
1213
Tocqueville Asset Management
New York
$1.51M -$143K -1,410 -9%
BTWM
1214
Baker Tilly Wealth Management
Wisconsin
$1.51M -$59.1K -584 -4%
Balyasny Asset Management
1215
Balyasny Asset Management
Illinois
$1.5M -$46.4M -458,449 -97%
MWM
1216
Meridian Wealth Management
Kentucky
$1.5M -$82.9K -819 -5%
VVP
1217
Venture Visionary Partners
Ohio
$1.49M -$26.9K -266 -2%
EWM
1218
Elmwood Wealth Management
California
$1.49M -$20.2K -200 -1%
SSWM
1219
Sheets Smith Wealth Management
North Carolina
$1.49M -$25.8K -255 -2%
AWMT
1220
AAFMAA Wealth Management & Trust
North Carolina
$1.49M – – –
KA
1221
Kintegral Advisory
New York
$1.48M +$33.2K +328 +2%
MGIA
1222
Moneta Group Investment Advisors
Missouri
$1.48M +$74.2K +733 +5%
AAS
1223
Ameritas Advisory Services
Nebraska
$1.48M +$75K +741 +5%
LCM
1224
Laurion Capital Management
New York
$1.47M +$1.47M +14,500 New
TIA
1225
Trust Investment Advisors
Indiana
$1.46M -$128K -1,266 -8%
47 48
49
50 51