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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 %
CK
1326
Cohen Klingenstein
New York
$1.18M – – –
IDBONY
1327
Israel Discount Bank of New York
New York
$1.18M -$23.9K -236 -2%
HBT
1328
Heartland Bank & Trust
Illinois
$1.18M +$1.18M +11,623 New
SG
1329
StoneX Group
New York
$1.17M -$152K -1,499 -11%
CGL
1330
Clarius Group LLC
Washington
$1.17M – – –
MSFP
1331
Mark Sheptoff Financial Planning
Connecticut
$1.17M +$109K +1,080 +10%
BMM
1332
Buffington Mohr McNeal
Idaho
$1.17M +$124K +1,225 +12%
GEA
1333
Glen Eagle Advisors
New Jersey
$1.15M +$6.58K +65 +0.6%
VFA
1334
Voya Financial Advisors
Connecticut
$1.15M +$4.87K +47 +0.4%
MCC
1335
Money Concepts Capital
Florida
$1.15M +$603K +5,954 +109%
WPP
1336
Whalerock Point Partners
Rhode Island
$1.15M +$35.4K +350 +3%
RWM
1337
Ritholtz Wealth Management
New York
$1.15M +$200K +1,972 +21%
CAC
1338
Core Alternative Capital
Georgia
$1.15M +$975K +9,637 +564%
RTC
1339
Riverview Trust Company
Washington
$1.14M +$87.3K +863 +8%
FFA
1340
Founders Financial Alliance
North Carolina
$1.14M +$405 +4 +0%
PWM
1341
Prentice Wealth Management
New York
$1.14M +$41.6K +410 +4%
LWM
1342
Laidlaw Wealth Management
New York
$1.14M +$19K +188 +2%
GA
1343
Greytown Advisors
Florida
$1.13M -$443K -4,376 -28%
WIA
1344
Westbourne Investment Advisors
Maryland
$1.13M -$119K -1,175 -9%
VCA
1345
Verdence Capital Advisors
Maryland
$1.13M +$171K +1,694 +18%
LOAME
1346
Lombard Odier Asset Management (Europe)
United Kingdom
$1.13M +$186K +1,838 +20%
PMA
1347
Prudent Man Advisors
Illinois
$1.13M -$16.7K -165 -1%
NIMI
1348
Natixis Investment Managers International
France
$1.13M +$897K +8,859 +382%
PHIC
1349
Pine Haven Investment Counsel
Massachusetts
$1.13M -$19.1K -189 -2%
FIM
1350
Freedom Investment Management
Connecticut
$1.13M -$917K -9,053 -45%
52 53
54
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