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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 %
CA
1776
Calton & Associates
Florida
$442K -$69.4K -687 -14%
SFM
1777
Signet Financial Management
New Jersey
$441K -$9.82K -97 -2%
RCIM
1778
Red Cedar Investment Management
Michigan
$440K – – –
LCM
1779
Leisure Capital Management
California
$440K – – –
RWP
1780
Revolve Wealth Partners
New Jersey
$438K +$12K +119 +3%
RPWA
1781
Regent Peak Wealth Advisors
Georgia
$438K +$43.2K +427 +11%
UC
1782
Unio Capital
New Jersey
$433K -$10.6K -105 -2%
SOS
1783
Silver Oak Securities
Tennessee
$431K +$431K +4,062 New
FAG
1784
Fortitude Advisory Group
Washington
$430K +$27.1K +268 +7%
NF
1785
Norwood Financial
Pennsylvania
$429K – – –
WFI
1786
West Family Investments
California
$429K – – –
LA
1787
Latitude Advisors
Florida
$428K +$136K +1,342 +47%
SWA
1788
Sutton Wealth Advisors
Florida
$425K +$2.33K +23 +0.6%
MHIC
1789
Marble Harbor Investment Counsel
Massachusetts
$424K – – –
FPCG
1790
Forum Private Client Group
Indiana
$424K +$424K +4,186 New
OC
1791
Oakworth Capital
Alabama
$421K -$100K -993 -19%
FNBSF
1792
First National Bank Sioux Falls
South Dakota
$421K – – –
TFM
1793
TFC Financial Management
Massachusetts
$421K +$36.9K +365 +10%
CCFM
1794
Clear Creek Financial Management
Washington
$421K +$41.6K +411 +11%
EAM
1795
Empirical Asset Management
Massachusetts
$420K -$530K -5,240 -56%
APWM
1796
Atlas Private Wealth Management
New York
$420K -$60.7K -600 -13%
ATWA
1797
Arbor Trust Wealth Advisors
Michigan
$420K +$5.26K +52 +1%
FPS
1798
Fieldpoint Private Securities
Connecticut
$420K +$30.1K +297 +8%
QCIG
1799
Quad-Cities Investment Group
Iowa
$419K – – –
I
1800
INVST
Indiana
$417K +$2.57K +26 +0.6%
70 71
72
73 74