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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 %
NIM
1526
NuWave Investment Management
New Jersey
$778K +$778K +7,684 New
SWA
1527
Stratos Wealth Advisors
Ohio
$775K +$2.73K +27 +0.4%
TCB
1528
Texas Capital Bancshares
Texas
$774K -$231K -2,286 -23%
IWP
1529
Icon Wealth Partners
Texas
$774K +$774K +7,651 New
SOAMC
1530
Spirit of America Management Corp
New York
$770K – – –
GCP
1531
GSA Capital Partners
United Kingdom
$766K -$42.7K -422 -5%
ANI
1532
American National Insurance
Texas
$764K -$419K -4,145 -35%
B
1533
Barings
North Carolina
$759K +$48K +474 +7%
XT
1534
XTX Topco
Cayman Islands
$758K +$357K +3,523 +89%
SFP
1535
Shepherd Financial Partners
Massachusetts
$757K +$45.6K +450 +6%
CFS
1536
CRA Financial Services
New Jersey
$755K +$84.7K +836 +13%
MMM
1537
Mendel Money Management
Illinois
$748K +$748K +7,389 New
VT
1538
Vise Technologies
New York
$744K -$41K -405 -5%
FMB
1539
Field & Main Bank
Kentucky
$744K -$12.1K -120 -2%
TP
1540
Tranquility Partners
Tennessee
$744K +$40K +395 +6%
IFWM
1541
Institute for Wealth Management
Colorado
$739K -$10.9K -108 -1%
CFD
1542
Creative Financial Designs
Indiana
$739K +$304 +3 +0%
WAP
1543
Wealthcare Advisory Partners
Pennsylvania
$736K -$101K -1,001 -12%
MW
1544
Marcum Wealth
Ohio
$732K +$1.32K +13 +0.2%
WF
1545
Williams Financial
Vermont
$732K +$4.05K +40 +0.6%
CA
1546
CGN Advisors
Kansas
$732K +$41.1K +406 +6%
CSPIA
1547
Cary Street Partners Investment Advisory
Virginia
$724K +$243K +2,399 +50%
BHWM
1548
Bar Harbor Wealth Management
New Hampshire
$723K – – –
OCM
1549
Orion Capital Management
California
$720K – – –
ET
1550
Equitable Trust
Tennessee
$720K +$18.8K +186 +3%
60 61
62
63 64