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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 %
GWANC
1951
Guardian Wealth Advisors (North Carolina)
North Carolina
$311K +$311K +3,071 New
WTA
1952
Washington Trust Advisors
Massachusetts
$309K -$18.6K -183 -6%
CCA
1953
Cobblestone Capital Advisors
New York
$309K – – –
SFG
1954
Sowa Financial Group
Rhode Island
$308K +$1.62K +16 +0.5%
EW
1955
Evoke Wealth
California
$308K +$51.3K +507 +20%
SFG
1956
Sovereign Financial Group
Connecticut
$308K +$308K +3,045 New
CHA
1957
Carmichael Hill & Associates
Maryland
$305K +$27.9K +276 +10%
AIM
1958
Acropolis Investment Management
Missouri
$305K +$133K +1,314 +77%
F
1959
F3Logic
Minnesota
$304K -$462K -4,610 -60%
FFG
1960
Fortem Financial Group
California
$304K -$242K -2,389 -44%
SAM
1961
SignalPoint Asset Management
Missouri
$304K -$11.1K -110 -4%
GCIA
1962
Gabelli & Co Investment Advisers
New York
$304K – – –
MTC
1963
McDaniel Terry & Co
Texas
$303K -$181K -1,791 -37%
HR
1964
Howe & Rusling
New York
$302K -$10.1K -100 -3%
FZCM
1965
Flynn Zito Capital Management
New York
$302K +$304 +3 +0.1%
MCM
1966
Murphy Capital Management
New Jersey
$302K +$14.8K +146 +5%
QT
1967
Quantamental Technologies
New York
$302K +$302K +2,987 New
SIG
1968
Spinnaker Investment Group
California
$301K +$10.4K +100 +4%
DCM
1969
Driehaus Capital Management
Illinois
$301K +$17.2K +170 +6%
FWTB
1970
First Western Trust Bank
Colorado
$301K +$301K +2,904 New
WTFG
1971
Wells Trecaso Financial Group
Ohio
$300K -$50.6K -500 -14%
TC
1972
Towle & Co
Colorado
$299K +$299K +2,950 New
CPA
1973
Cardiff Park Advisors
California
$298K -$8.79K -87 -3%
BP
1974
BBR Partners
New York
$297K -$97.9K -966 -25%
DWM
1975
Doyle Wealth Management
Florida
$297K -$36.7K -363 -11%
77 78
79
80 81