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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 %
MFW
1451
Meristem Family Wealth
Minnesota
$907K -$340K -3,362 -27%
EM
1452
ELCO Management
New York
$907K – – –
SWM
1453
Silverlake Wealth Management
Vermont
$904K -$55.5K -548 -6%
DCM
1454
Donaldson Capital Management
Indiana
$902K +$2.43K +24 +0.3%
GI
1455
GS Investments
Minnesota
$901K – – –
VBCG
1456
Valley Brook Capital Group
Pennsylvania
$900K +$46.6K +461 +5%
DTL
1457
Dynamic Technology Lab
Singapore
$898K -$2.19M -21,658 -71%
LB
1458
Leo Brokerage
Texas
$895K +$895K +8,844 New
SCM
1459
Shelton Capital Management
Colorado
$894K -$10.1K -100 -1%
TF
1460
Tompkins Financial
New York
$893K +$679K +6,705 +317%
Q
1461
QVR
California
$890K +$890K +8,794 New
MWA
1462
Meridian Wealth Advisors
Texas
$886K +$131K +1,291 +17%
BCM
1463
Bluefin Capital Management
New York
$884K -$4.41M -43,565 -83%
CAC
1464
Cowen and Company
New York
$884K +$287K +2,833 +48%
VC
1465
Vicus Capital
Pennsylvania
$881K -$73K -721 -8%
BFS
1466
Bickling Financial Services
Massachusetts
$880K -$1.01K -10 -0.1%
1IA
1467
1620 Investment Advisors
Massachusetts
$880K – – –
IRC
1468
Investors Research Corp
Georgia
$877K +$4.65K +46 +0.5%
BCWM
1469
Bartlett & Co Wealth Management
Ohio
$869K -$10.6K -105 -1%
BC
1470
Bartlett & Co
Ohio
$869K -$10.6K -105 -1%
PAM
1471
Palisade Asset Management
Minnesota
$869K -$6.68K -66 -0.8%
WC
1472
Westhampton Capital
North Carolina
$868K +$5.06K +50 +0.6%
TC
1473
Tatro Capital
Kentucky
$866K -$17.8K -176 -2%
LIM
1474
Loudon Investment Management
New Hampshire
$864K -$33.3K -329 -4%
DWA
1475
Douglass Winthrop Advisors
New York
$864K -$22.1K -218 -2%
57 58
59
60 61