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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 %
WP
1601
WealthSource Partners
California
$650K +$101 +1 +0%
HA
1602
HFG Advisors
Ohio
$650K +$97.1K +960 +18%
AAM
1603
Aureus Asset Management
Massachusetts
$649K -$1.42K -14 -0.2%
CC
1604
Copperleaf Capital
North Carolina
$648K +$2.13K +21 +0.3%
TCWM
1605
Total Clarity Wealth Management
Illinois
$647K -$4.76K -47 -0.7%
CCP
1606
Clarkston Capital Partners
Michigan
$646K -$241K -2,380 -27%
MSA
1607
Marino Stram & Associates
Massachusetts
$645K +$17.6K +174 +3%
WSFS
1608
Wilmington Savings Fund Society
Delaware
$644K +$349K +3,443 +118%
FBC
1609
Fairfield, Bush & Co
Connecticut
$640K -$13.9K -137 -2%
KCM
1610
KRS Capital Management
Michigan
$640K +$52.2K +516 +9%
ACA
1611
Aptus Capital Advisors
Alabama
$640K +$350K +3,457 +121%
DS
1612
DRW Securities
Illinois
$638K +$285K +2,819 +81%
CNBTD
1613
Citizens National Bank Trust Department
Mississippi
$637K – – –
PIFP
1614
Partners in Financial Planning
Virginia
$637K – – –
VCG
1615
Vantage Consulting Group
Virginia
$636K -$118K -1,166 -16%
SA
1616
Syntax Advisors
New York
$636K -$118K -1,166 -16%
BA
1617
Bristlecone Advisors
Washington
$635K -$10K -99 -2%
RFA
1618
Resurgent Financial Advisors
Georgia
$635K +$313K +3,095 +97%
FNBOO
1619
First National Bank of Omaha
Nebraska
$634K -$62.8K -620 -9%
FNBOSM
1620
First National Bank of South Miami
Florida
$633K +$56.1K +555 +10%
GC
1621
Gilbert & Cook
Iowa
$632K +$40.4K +399 +7%
PBO
1622
Peoples Bank (Ohio)
Ohio
$629K +$195K +1,926 +45%
FNBOH
1623
First National Bank of Hutchinson
Kansas
$627K -$2.03K -20 -0.3%
HFG
1624
Heron Financial Group
New York
$626K -$18.7K -185 -3%
CPM
1625
Connective Portfolio Management
New York
$621K -$2.69M -26,000 -81%
63 64
65
66 67