CVS icon

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 %
TCM
1751
Teza Capital Management
Illinois
$475K -$486K -4,809 -51%
RIA
1752
Richwood Investment Advisors
Ohio
$474K -$3.03K -30 -0.6%
CCMG
1753
Clark Capital Management Group
Pennsylvania
$473K +$473K +4,675 New
CL
1754
Choreo LLC
Illinois
$471K +$51.2K +505 +12%
MCM
1755
Manchester Capital Management
Vermont
$468K -$25.3K -250 -5%
RB
1756
Rodgers Brothers
Pennsylvania
$467K – – –
FWSM
1757
First Wilshire Securities Management
California
$466K – – –
CWM
1758
Cadence Wealth Management
Massachusetts
$465K – – –
SCFS
1759
S.C. Financial Services
Arizona
$465K +$2.13K +21 +0.5%
WG
1760
Welch Group
Alabama
$462K +$37.8K +374 +9%
BMWM
1761
Brown Miller Wealth Management
Virginia
$459K -$67.7K -669 -13%
LSC
1762
Lesa Sroufe & Co
Washington
$458K – – –
SFA
1763
Souders Financial Advisors
Ohio
$455K -$16.3K -161 -3%
AWM
1764
Avior Wealth Management
Nebraska
$455K +$10.2K +101 +2%
DWM
1765
Defined Wealth Management
Oregon
$453K – – –
TA
1766
TruWealth Advisors
Louisiana
$453K +$14.5K +143 +3%
AG
1767
Appleton Group
Wisconsin
$452K -$3.64K -36 -0.8%
WA
1768
Wealth Architects
California
$450K +$6.58K +65 +1%
TIA
1769
Tiemann Investment Advisors
California
$450K +$22.3K +220 +5%
OCM
1770
One Capital Management
California
$450K +$56.1K +555 +14%
HC
1771
Hamilton Capital
Ohio
$450K +$155K +1,528 +52%
TNAM
1772
Terra Nova Asset Management
New York
$448K -$97K -957 -18%
GM
1773
GeoWealth Management
Illinois
$446K -$174K -1,720 -28%
IWA
1774
Intercontinental Wealth Advisors
Texas
$443K -$2.84K -28 -0.6%
LC
1775
LCNB Corp
Ohio
$443K +$50.9K +503 +13%
69 70
71
72 73