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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 %
NLP
1826
Next Level Private
New York
$398K – – –
DDC
1827
DF Dent & Co
Maryland
$397K -$94.9K -938 -19%
BWM
1828
Baystate Wealth Management
Massachusetts
$397K +$15.8K +156 +4%
PCM
1829
Penserra Capital Management
California
$397K +$360K +3,565 +974%
PCG
1830
Private Capital Group
Connecticut
$396K +$1.42K +14 +0.4%
LJAC
1831
L.J. Altfest & Co
New York
$395K -$41.9K -414 -10%
PCP
1832
Proficio Capital Partners
Massachusetts
$395K -$3.54K -35 -0.9%
SVWAG
1833
Sound View Wealth Advisors Group
Georgia
$394K -$3.14K -31 -0.8%
AS
1834
Altshuler Shaham
Israel
$394K +$165K +1,631 +72%
HCA
1835
Heck Capital Advisors
Wisconsin
$394K -$3.54K -35 -0.9%
SFO
1836
Stokes Family Office
Louisiana
$393K +$30.7K +303 +8%
FA
1837
Fortis Advisors
Pennsylvania
$392K – – –
PCM
1838
Pointe Capital Management
Michigan
$390K – – –
CBFP
1839
Cedar Brook Financial Partners
Ohio
$390K +$21.8K +216 +6%
A
1840
Astrantus
Cyprus
$388K -$1.06M -10,464 -73%
I2I
1841
Insight 2811 Inc
Illinois
$388K -$183K -1,806 -32%
FWM
1842
Finer Wealth Management
Massachusetts
$388K -$15.5K -153 -4%
WAS
1843
Wealth Advisory Solutions
Indiana
$388K +$388K +3,830 New
LFA
1844
Landmark Financial Advisors
Kentucky
$387K +$10.2K +100 +3%
OPPTF
1845
OPSEU Pension Plan Trust Fund
Ontario, Canada
$387K +$27.4K +270 +8%
RFN
1846
Redwood Financial Network
Ohio
$387K +$387K +3,828 New
RVPG
1847
Relative Value Partners Group
$386K +$386K +3,810 New
PAG
1848
Powers Advisory Group
Illinois
$385K +$1.42K +14 +0.4%
ECG
1849
Edge Capital Group
Georgia
$384K -$12.1K -120 -3%
GA
1850
Geller Advisors
New York
$384K -$10K -99 -3%
72 73
74
75 76