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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 %
FOA
1676
Five Oceans Advisors
California
$555K +$3.44K +34 +0.6%
IA
1677
Insight Advisors
Pennsylvania
$555K +$217K +2,144 +64%
OBGC
1678
O'Brien Greene & Co
Pennsylvania
$554K – – –
XWM
1679
Xcel Wealth Management
Florida
$553K -$1.07M -10,550 -66%
MFC
1680
Mechanics Financial Corp
Ohio
$553K – – –
CG
1681
Cutler Group
California
$550K -$1.81M -17,898 -77%
QPWM
1682
Quadrant Private Wealth Management
Pennsylvania
$550K +$6.07K +60 +1%
MS
1683
Madden Securities
Texas
$550K +$93.8K +926 +21%
ECM
1684
Exchange Capital Management
Michigan
$548K -$41.5K -410 -7%
WLIM
1685
White Lighthouse Investment Management
Massachusetts
$547K -$20.8K -205 -4%
BG
1686
Bahl & Gaynor
Ohio
$547K -$11.1K -110 -2%
MC
1687
Machina Capital
France
$547K +$547K +5,400 New
UAS
1688
United Asset Strategies
New York
$546K +$546K +5,399 New
Fiera Capital (Canada)
1689
Fiera Capital (Canada)
Quebec, Canada
$545K – – –
PCM
1690
Perkins Capital Management
Minnesota
$542K – – –
OWA
1691
Opal Wealth Advisors
New York
$541K -$34K -336 -6%
CHP
1692
Cable Hill Partners
Oregon
$539K -$58K -573 -10%
EFSCE
1693
Enterprise Financial Services Corp (EFSC)
Missouri
$539K +$12.6K +125 +2%
KFP
1694
Keystone Financial Planning
Ohio
$537K -$7.79K -77 -1%
AP
1695
Atwood & Palmer
Missouri
$536K -$27.3K -270 -5%
MWM
1696
Modera Wealth Management
New Jersey
$536K -$8.31K -82 -2%
CFS
1697
Capital Financial Services
New York
$536K – – –
MA
1698
MKT Advisors
California
$534K +$18.6K +188 +4%
CWP
1699
Concord Wealth Partners
Virginia
$533K -$51.1K -505 -9%
CSB
1700
City State Bank
Iowa
$532K -$7.59K -75 -1%
66 67
68
69 70