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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 %
APP
1251
Avantax Planning Partners
Iowa
$1.38M -$33.5K -331 -2%
MA
1252
MONECO Advisors
Connecticut
$1.38M -$9.11K -90 -0.7%
FWM
1253
Frontier Wealth Management
Missouri
$1.38M -$914K -8,737 -40%
HKAM
1254
Horizon Kinetics Asset Management
New York
$1.38M -$43K -425 -3%
CHJWM
1255
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.38M +$107 +1 +0%
IWM
1256
IHT Wealth Management
Illinois
$1.38M -$2.43K -24 -0.2%
MFS
1257
Mirabella Financial Services
United Kingdom
$1.37M +$1.37M +13,586 New
CCB
1258
Cutter & Co Brokerage
Missouri
$1.37M -$236K -2,329 -15%
RT
1259
Rockland Trust
Massachusetts
$1.37M -$170K -1,682 -11%
LIM
1260
Leavell Investment Management
Alabama
$1.37M +$4.05K +40 +0.3%
KOC
1261
Koss-Olinger Consulting
Florida
$1.37M -$97.9K -967 -7%
CAGAS
1262
Capital Advisory Group Advisory Services
Minnesota
$1.36M +$34.6K +342 +3%
SAI
1263
Systematic Alpha Investments
New Jersey
$1.36M +$1.36M +13,404 New
TPWM
1264
Twelve Points Wealth Management
Massachusetts
$1.35M -$275K -2,715 -17%
9WM
1265
9258 Wealth Management
Ohio
$1.34M -$29.7K -293 -2%
WA
1266
Wealth Alliance
New York
$1.34M -$13.9K -137 -1%
BMC
1267
Beaton Management Company
Massachusetts
$1.34M +$27.9K +276 +2%
TAM
1268
Trust Asset Management
Texas
$1.33M +$53K +524 +4%
IB
1269
Intrust Bank
Kansas
$1.33M +$79K +781 +6%
CCA
1270
Checchi Capital Advisers
California
$1.33M +$226K +2,229 +20%
HFBOT
1271
Home Federal Bank of Tennessee
Tennessee
$1.33M -$7.49K -74 -0.6%
BCM
1272
Boltwood Capital Management
California
$1.32M -$45.1K -445 -3%
MIAN
1273
Mariner Independent Advisor Network
Kansas
$1.32M +$306K +3,024 +30%
CEI
1274
Clark Estates Inc
New York
$1.32M -$4.73M -46,700 -78%
WA
1275
WestEnd Advisors
North Carolina
$1.32M -$1.03K -10 Closed
49 50
51
52 53