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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 %
KCM
1226
Knoll Capital Management
Florida
$1.46M – – –
PI
1227
Pettee Investors
Connecticut
$1.46M +$9.62K +95 +0.7%
SHA
1228
Seneca House Advisors
Virginia
$1.46M +$274K +2,708 +23%
ADIM
1229
Alpha DNA Investment Management
Maryland
$1.45M +$1.45M +14,376 New
LHC
1230
Little House Capital
Massachusetts
$1.45M -$379K -3,745 -21%
CCM
1231
Coldstream Capital Management
Washington
$1.45M -$75.4K -745 -5%
CPO
1232
Cerity Partners OCIO
New York
$1.45M -$277K -2,741 -16%
EP
1233
Edgestream Partners
New Jersey
$1.45M +$1.45M +14,324 New
Koshinski Asset Management
1234
Koshinski Asset Management
Illinois
$1.44M -$17.7K -175 -1%
TMAM
1235
Tokio Marine Asset Management
Japan
$1.44M +$198K +1,952 +16%
BRC
1236
Bell Rock Capital
Delaware
$1.44M -$577K -5,512 -29%
WWM
1237
Windsor Wealth Management
Indiana
$1.44M +$3.31K +31 +0.2%
SRC
1238
Shufro Rose & Co
New York
$1.43M -$122K -1,209 -8%
WJWM
1239
Williams Jones Wealth Management
New York
$1.43M +$125K +1,233 +10%
CA
1240
Cornerstone Advisory
Maryland
$1.42M +$234K +2,314 +20%
SS
1241
Sunbelt Securities
Texas
$1.42M -$1.04M -10,050 -42%
KCM
1242
Kendall Capital Management
Maryland
$1.41M -$1.52K -15 -0.1%
SFFS
1243
Stonehage Fleming Financial Services
Jersey
$1.41M – – –
CAI
1244
Capital Advisors Inc
Oklahoma
$1.41M +$66.7K +659 +5%
DPIM
1245
Duff & Phelps Investment Management
Illinois
$1.41M – – –
BWA
1246
Blodgett Wealth Advisors
California
$1.41M +$67.1K +663 +5%
WANY
1247
Wealthspire Advisors (New York)
New York
$1.4M -$856K -8,456 -38%
JIP
1248
Jaffetilchin Investment Partners
Florida
$1.4M -$426K -4,330 -23%
RIM
1249
Reynolds Investment Management
South Carolina
$1.4M +$1.4M +13,787 New
ACA
1250
Atlas Capital Advisors
Wyoming
$1.39M +$354K +3,498 +34%
48 49
50
51 52