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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 %
AIM
1926
Acropolis Investment Management
Missouri
$282K +$2.5K +27 +0.9%
CPA
1927
Cardiff Park Advisors
California
$282K +$9.16K +99 +3%
HS
1928
Horan Securities
United States
$281K -$59.7K -627 -18%
CCA
1929
Cobblestone Capital Advisors
New York
$281K -$1.94K -21 -0.7%
BW
1930
Bison Wealth
Georgia
$281K +$71.7K +775 +34%
F
1931
F3Logic
Minnesota
$280K -$833 -9 -0.3%
SFG
1932
Sovereign Financial Group
Connecticut
$279K -$3.34K -36 -1%
RBC
1933
Roble Belko & Company
Pennsylvania
$278K -$18.5K -200 -6%
SAM
1934
SignalPoint Asset Management
Missouri
$278K – – –
GCIA
1935
Gabelli & Co Investment Advisers
New York
$278K – – –
APIM
1936
Agate Pass Investment Management
Washington
$278K +$6.03K +65 +2%
MTC
1937
McDaniel Terry & Co
Texas
$277K – – –
HR
1938
Howe & Rusling
New York
$277K +$649 +7 +0.2%
MCM
1939
McRae Capital Management
New Jersey
$276K +$15.3K +165 +6%
AWA
1940
Amplius Wealth Advisors
Pennsylvania
$275K -$13.7K -148 -5%
SDAM
1941
Shulman DeMeo Asset Management
New York
$275K +$22.3K +241 +9%
KA
1942
Klingman & Associates
New York
$274K -$372K -4,013 -58%
DCM
1943
Driehaus Capital Management
Illinois
$274K -$1.2K -13 -0.4%
DWM
1944
Doyle Wealth Management
Florida
$274K +$1.58K +17 +0.6%
FWTB
1945
First Western Trust Bank
Colorado
$274K +$2.71K +29 +1%
BP
1946
BBR Partners
New York
$272K – – –
CFA
1947
Compass Financial Advisors
Indiana
$272K +$185 +2 +0.1%
CCG
1948
Chatham Capital Group
Georgia
$270K +$4.08K +44 +2%
RCM
1949
RB Capital Management
Nevada
$270K +$78.3K +846 +41%
Nomura Holdings
1950
Nomura Holdings
Japan
$269K -$650K -6,964 -71%
76 77
78
79 80