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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 %
DBRC
1276
D.B. Root & Company
Pennsylvania
$1.31M +$5.26K +52 +0.4%
KA
1277
Kovack Advisors
Florida
$1.3M +$172K +1,695 +15%
WPC
1278
White Pine Capital
Minnesota
$1.3M +$13.2K +130 +1%
AWM
1279
Aevitas Wealth Management
Massachusetts
$1.3M -$80.9K -799 -6%
STAS
1280
Strong Tower Advisory Services
Minnesota
$1.3M +$103K +1,013 +9%
BOH
1281
Bank of Hawaii
Hawaii
$1.29M +$31.7K +313 +3%
TC
1282
Trust Company
Kansas
$1.29M -$274K -2,710 -18%
HWM
1283
HB Wealth Management
Georgia
$1.29M +$112K +1,110 +10%
WA
1284
WealthTrust Axiom
Pennsylvania
$1.28M +$26.6K +263 +2%
BWM
1285
BCGM Wealth Management
Indiana
$1.28M +$143K +1,488 +13%
CWS
1286
Confluence Wealth Services
Pennsylvania
$1.28M -$14.6K -144 -1%
TIAM2
1287
Tru Independence Asset Management 2
Oregon
$1.28M -$178K -1,754 -12%
CW
1288
CreativeOne Wealth
Kansas
$1.27M +$641K +6,335 +101%
ABP
1289
Arthur B. Page
$1.27M +$147K +1,455 +13%
CHAM
1290
Clear Harbor Asset Management
Connecticut
$1.27M -$10.1K -100 -0.8%
GWCM
1291
Godshalk Welsh Capital Management
Pennsylvania
$1.27M -$20.2K -200 -2%
QCG
1292
Quadrant Capital Group
Ohio
$1.26M +$40.9K +404 +3%
WP
1293
Waycross Partners
Kentucky
$1.26M – – –
CWM
1294
C2C Wealth Management
Arizona
$1.25M -$20.3K -192 -2%
PM
1295
Penbrook Management
New York
$1.25M -$5.06K -50 -0.4%
SJIM
1296
St. Johns Investment Management
Florida
$1.25M -$101K -995 -7%
FANJ
1297
Financial Architects (New Jersey)
New Jersey
$1.25M +$5.16K +51 +0.4%
LP
1298
LMR Partners
United Kingdom
$1.25M +$206K +2,037 +20%
MFA
1299
Mayflower Financial Advisors
Massachusetts
$1.24M -$77.9K -769 -6%
CAG
1300
Csenge Advisory Group
Florida
$1.24M +$422K +4,172 +52%
50 51
52
53 54