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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 %
MC
1201
Middleton & Co
Massachusetts
$1.39M -$44.4K -479 -3%
CCB
1202
Cutter & Co Brokerage
Missouri
$1.38M +$131K +1,409 +10%
EWM
1203
Elmwood Wealth Management
California
$1.38M +$20.9K +225 +2%
III
1204
Independent Investors Inc
New York
$1.38M – – –
CC
1205
Cadinha & Co
Hawaii
$1.38M -$19.2M -207,688 -93%
ADMI
1206
Albert D. Mason Inc
Massachusetts
$1.38M -$14.4K -155 -1%
SSI
1207
Scott & Selber Inc
Texas
$1.38M -$16.8K -181 -1%
MWVC
1208
Morgens Waterfall Vintiadis & Co
New York
$1.37M -$602K -6,500 -31%
PI
1209
Pettee Investors
Connecticut
$1.37M +$32K +345 +2%
DT
1210
Diversified Trust
Tennessee
$1.37M -$187K -2,020 -12%
BTWM
1211
Baker Tilly Wealth Management
Wisconsin
$1.36M -$17.6K -190 -1%
WWM
1212
WT Wealth Management
Arizona
$1.36M -$58.2K -628 -4%
UH
1213
Unigestion Holding
Switzerland
$1.36M +$1.36M +14,628 New
KCM
1214
Knoll Capital Management
Florida
$1.34M – – –
SS
1215
Simplicity Solutions
Minnesota
$1.34M +$482K +5,200 +56%
CAI
1216
Capital Advisors Inc
Oklahoma
$1.33M +$39.5K +426 +3%
BWA
1217
Blodgett Wealth Advisors
California
$1.33M +$41.9K +452 +3%
CCM
1218
Chimera Capital Management
New York
$1.32M +$1.32M +14,232 New
SRC
1219
Shufro Rose & Co
New York
$1.31M – – –
SS
1220
Sunbelt Securities
Texas
$1.31M +$43.8K +473 +3%
CWM
1221
Castle Wealth Management
Florida
$1.31M +$1.31M +14,152 New
TAM
1222
Tocqueville Asset Management
New York
$1.3M -$78.8K -850 -6%
BEI
1223
Benjamin Edwards Inc
Missouri
$1.3M +$194K +2,095 +18%
LIM
1224
Leavell Investment Management
Alabama
$1.3M +$48.5K +523 +4%
BWM
1225
BCGM Wealth Management
Indiana
$1.3M +$22.8K +238 +2%
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49
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