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CVS Health
CVS

Overview Fund Activity

2,312 hedge funds and large institutions have $98.4B invested in CVS Health in 2022 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 1,024 increasing their positions, 903 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,312
Holders Change
+17
Holders Change %
+0.74%
% of All Funds
39.98%
Holding in Top 10
169
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.36%
% of All Funds
2.92%
New
142
Increased
1,024
Reduced
903
Closed
89
Calls
$1.57B
Puts
$1.14B
Net Calls
+$432M
Net Calls Change
+$117M

Top Buyers

1
Amundi
Amundi
France
+$229M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$198M
3
Capital World Investors
Capital World Investors
California
+$197M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$165M
5
Man Group
Man Group
United Kingdom
+$137M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$156M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$96M
3
Two Sigma Investments
Two Sigma Investments
New York
-$92.9M
4
IIM
INTECH Investment Management
Florida
-$91.2M
5
UBS Group
UBS Group
Switzerland
-$86.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1876
Alta Advisers
United Kingdom
$324K +$324K +3,400 New
RCA
1877
Riverview Capital Advisers
Massachusetts
$323K +$17.8K +187 +6%
BTI
1878
Blue Trust Inc
Georgia
$322K +$92.8K +1,001 +40%
BWP
1879
Balboa Wealth Partners
Arizona
$322K +$322K +3,380 New
SFA
1880
Semmax Financial Advisors
North Carolina
$321K -$22.9K -227 -7%
TC
1881
Trilogy Capital
California
$321K +$55.8K +586 +21%
AL
1882
Aspiriant LLC
California
$321K +$60.5K +633 +23%
TLFA
1883
True Link Financial Advisors
California
$319K – – –
WFAG
1884
Wescott Financial Advisory Group
Pennsylvania
$317K +$21.1K +221 +7%
SW
1885
Solidarity Wealth
Utah
$316K +$303 +3 +0.1%
WIC
1886
Woodmont Investment Counsel
Tennessee
$316K +$49.5K +520 +19%
SIG
1887
Spinnaker Investment Group
California
$316K +$69.1K +723 +28%
ACM
1888
Alethea Capital Management
Washington
$315K – – –
HCP
1889
Hexagon Capital Partners
Arkansas
$313K -$142K -1,486 -31%
SVWAG
1890
Sound View Wealth Advisors Group
Georgia
$313K -$57.2K -600 -15%
CB
1891
CNB Bank
Pennsylvania
$313K -$42.6K -447 -12%
RWP
1892
RWA Wealth Partners
Massachusetts
$313K +$95 +1 +0%
FB
1893
First Bancorp
Maine
$312K -$26K -272 -8%
IAP
1894
Indie Asset Partners
Indiana
$312K – – –
DWM
1895
Doyle Wealth Management
Florida
$311K +$29.4K +308 +10%
RP
1896
Riverwater Partners
Wisconsin
$309K -$1.24K -13 -0.4%
FVWA
1897
Foster Victor Wealth Advisors
South Carolina
$308K -$10.2K -104 -3%
SWA
1898
Sax Wealth Advisors
New Jersey
$307K -$1.81K -19 -0.6%
CMS
1899
Capital Market Strategies
Florida
$307K +$4.19K +44 +1%
KA
1900
KLCM Advisors
Wisconsin
$307K +$91.6K +962 +43%
74 75
76
77 78