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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 %
AP
2076
Adero Partners
California
$216K +$216K +2,274 New
TIA
2077
Traphagen Investment Advisors
New Jersey
$215K -$10.9K -114 -5%
GCC
2078
Game Creek Capital
Massachusetts
$215K -$11.9K -125 -5%
CDH
2079
Charles D. Hyman
$215K +$3.34K +35 +2%
AWM
2080
Angeles Wealth Management
California
$215K +$215K +2,258 New
SWMG
2081
Signature Wealth Management Group
Georgia
$214K -$11.9K -125 -5%
ZIMP
2082
Zimmermann Investment Management & Planning
Pennsylvania
$214K – – –
CFSG
2083
Clark Financial Services Group
Missouri
$214K +$214K +2,238 New
HFS
2084
Heritage Financial Services
Massachusetts
$213K +$5.14K +54 +2%
CI
2085
Carroll Investors
South Carolina
$213K +$213K +2,200 New
OHIS
2086
Oak Harvest Investment Services
Texas
$213K +$213K +2,237 New
Nomura Holdings
2087
Nomura Holdings
Japan
$212K -$66.4K -688 -24%
LCM
2088
Liberty Capital Management
Michigan
$212K – – –
EWM
2089
Evermay Wealth Management
Virginia
$212K – – –
SFG
2090
StrategIQ Financial Group
Indiana
$212K +$3.82K +40 +2%
T
2091
TCWP
Ohio
$212K +$212K +2,224 New
BONST
2092
Bank of Nova Scotia Trust
Ontario, Canada
$212K +$212K +2,228 New
VAM
2093
Verity Asset Management
North Carolina
$212K +$212K +2,220 New
AIFAIM
2094
American Institute for Advanced Investment Management
Arizona
$210K +$210K +2,197 New
PTC
2095
Petrus Trust Company
Texas
$210K +$210K +2,200 New
KFSC
2096
Keystone Financial Services (Colorado)
Colorado
$209K -$185 -2 -0.1%
JWM
2097
Janiczek Wealth Management
Colorado
$209K +$38K +430 +22%
LIG
2098
Lokken Investment Group
Delaware
$209K +$209K +2,187 New
GLLW
2099
Graves Light Lenhart Wealth
Virginia
$208K – – –
HWA
2100
HHM Wealth Advisors
Tennessee
$207K -$66.9K -701 -24%
82 83
84
85 86