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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 %
UCB
2026
United Community Bank
South Carolina
$241K +$31.5K +330 +15%
MSFS
2027
Main Street Financial Solutions
Pennsylvania
$240K -$69.5K -730 -22%
PCMC
2028
Paragon Capital Management (Colorado)
Colorado
$240K -$6.11K -64 -2%
FAN
2029
Financial Advisors Network
California
$240K -$5.92K -62 -2%
BBI
2030
Baxter Bros Inc
Connecticut
$240K +$33.4K +350 +16%
SFS
2031
Summit Financial Strategies
Ohio
$240K +$240K +2,518 New
CFD
2032
Creative Financial Designs
Indiana
$239K +$35.9K +377 +18%
BWM
2033
BigSur Wealth Management
Florida
$238K – – –
CWM
2034
Chemistry Wealth Management
New York
$237K -$20K -210 -8%
PA
2035
Procyon Advisors
Connecticut
$237K -$1.15K -12 -0.5%
NEPPG
2036
New England Professional Planning Group
Rhode Island
$237K – – –
EWS
2037
Evergreen Wealth Solutions
Pennsylvania
$236K -$128K -1,344 -35%
SCI
2038
S&CO Inc
Massachusetts
$236K – – –
EBA
2039
Eagle Bay Advisors
New York
$235K -$7.81K -82 -3%
LNB
2040
Ledyard National Bank
$235K – – –
SFG
2041
Sunburst Financial Group
Alabama
$235K +$235K +2,468 New
SAM
2042
Synergy Asset Management
Washington
$234K +$234K +2,446 New
CA
2043
Cambridge Advisors
Nebraska
$233K -$14.2K -149 -6%
MAM
2044
McLean Asset Management
Virginia
$233K +$88 +1 +0%
CIR
2045
Clear Investment Research
Georgia
$229K – – –
SICM
2046
Sustainable Insight Capital Management
New York
$228K +$4K +42 +2%
PD
2047
Planning Directions
Pennsylvania
$228K +$4.96K +52 +2%
BAS
2048
Brown Advisory Securities
Maryland
$227K -$500K -5,208 -69%
TIA
2049
Tandem Investment Advisors
South Carolina
$227K +$5.43K +57 +2%
GAA
2050
Global Assets Advisory
Florida
$227K +$227K +2,392 New
80 81
82
83 84