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CVS Health
CVS

Overview Fund Activity

2,295 hedge funds and large institutions have $95.1B invested in CVS Health in 2022 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 952 increasing their positions, 974 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,295
Holders Change
-59
Holders Change %
-2.51%
% of All Funds
38.81%
Holding in Top 10
137
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+21.24%
% of All Funds
2.32%
New
109
Increased
952
Reduced
974
Closed
141
Calls
$1.35B
Puts
$1.03B
Net Calls
+$315M
Net Calls Change
+$45.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$613M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$251M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$217M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$185M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$570M
2
DZ Bank
DZ Bank
Germany
-$348M
3
Harris Associates
Harris Associates
Illinois
-$276M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$234M
5
Capital International Investors
Capital International Investors
California
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCP
1851
Welch Capital Partners
New York
$329K – – –
TF
1852
Trek Financial
Arizona
$329K +$329K +3,553 New
FNT
1853
First National Trust
Pennsylvania
$328K -$20.2K -218 -6%
FB
1854
First Bancorp
Maine
$328K – – –
JIC
1855
Joel Isaacson & Co
New York
$327K +$3.8K +41 +1%
KWM
1856
Kolinsky Wealth Management
New Jersey
$325K +$29.2K +315 +10%
HCM
1857
Hodges Capital Management
Texas
$324K -$1.09M -11,804 -77%
HHGA
1858
Halbert Hargrove Global Advisors
California
$324K +$26.9K +290 +9%
OPTFSNA
1859
Old Point Trust & Financial Services N A
Virginia
$324K +$92.6K +1,000 +40%
AIP
1860
Almanack Investment Partners
Pennsylvania
$322K -$57.2K -617 -15%
HSG
1861
Helen Stephens Group
Texas
$322K +$742 +8 +0.2%
HCA
1862
Heck Capital Advisors
Wisconsin
$321K -$39.6K -427 -11%
MA
1863
MCF Advisors
Kentucky
$320K -$136K -1,474 -30%
KWA
1864
KCS Wealth Advisory
California
$320K -$19.5K -211 -6%
PIA
1865
Perennial Investment Advisors
California
$320K +$1.58K +17 +0.5%
XF
1866
XML Financial
Maryland
$319K -$9.05M -97,718 -97%
SWMP
1867
Signature Wealth Management Partners
New Jersey
$319K -$9.27K -100 -3%
AA
1868
Addison Advisors
Vermont
$318K -$10K -108 -3%
VC
1869
Veracity Capital
Georgia
$318K -$3.52K -38 -1%
BAM
1870
Berkshire Asset Management
Pennsylvania
$318K +$1.3K +14 +0.4%
IIM
1871
Ipswich Investment Management
Massachusetts
$318K +$3.43K +37 +1%
FWP
1872
FAS Wealth Partners
Kansas
$317K +$95.4K +1,029 +43%
AMM
1873
American Money Management
California
$316K +$278 +3 +0.1%
TLFA
1874
True Link Financial Advisors
California
$310K – – –
QT
1875
Quantamental Technologies
New York
$310K +$33.1K +357 +12%
73 74
75
76 77