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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 %
ATC
1376
Adirondack Trust Company
New York
$1.07M +$50.3K +497 +5%
PP
1377
Paloma Partners
Connecticut
$1.07M -$240K -2,367 -18%
WKWM
1378
Walter & Keenan Wealth Management
Indiana
$1.07M – – –
RCC
1379
Red Cedar Capital
Nebraska
$1.07M – – –
V
1380
VeraBank
Texas
$1.06M -$50.9K -503 -5%
ANRIA
1381
American National Registered Investment Advisor
Texas
$1.06M -$33.3K -329 -3%
Massachusetts Financial Services
1382
Massachusetts Financial Services
Massachusetts
$1.06M -$18.7K -185 -2%
DF
1383
Donoghue Forlines
Massachusetts
$1.06M -$168K -1,660 -14%
FFWM
1384
Future Financial Wealth Management
Ohio
$1.06M +$101 +1 +0%
CPIG
1385
Chicago Partners Investment Group
Illinois
$1.06M -$971K -10,333 -48%
FC
1386
Forte Capital
New York
$1.05M – – –
NCM
1387
Northside Capital Management
Oregon
$1.05M – – –
MAWAG
1388
Mid-American Wealth Advisory Group
Missouri
$1.04M -$95.6K -945 -8%
LWCFA
1389
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.04M -$63.1K -624 -6%
SFI
1390
SPC Financial Inc
Maryland
$1.04M -$15.2K -150 -1%
HCM
1391
Hollencrest Capital Management
California
$1.04M +$15.2K +150 +1%
OTL
1392
Oak Thistle LLC
New York
$1.03M +$1.03M +10,207 New
AF
1393
Advisornet Financial
Minnesota
$1.03M -$179K -1,768 -15%
ACP
1394
Aviance Capital Partners
Florida
$1.03M +$607 +6 +0.1%
GA
1395
GFS Advisors
Texas
$1.03M -$50.6K -500 -5%
SAM
1396
Simplify Asset Management
Nevada
$1.02M +$165K +1,628 +19%
AAS
1397
Annex Advisory Services
Wisconsin
$1.02M +$504K +4,983 +97%
LWIC
1398
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.02M +$1.02M +10,094 New
WDA
1399
Wendell David Associates
New Hampshire
$1.02M – – –
AWE
1400
Avidian Wealth Enterprises
Texas
$1.02M -$911 -9 -0.1%
54 55
56
57 58