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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 %
AA
2101
Aire Advisors
California
$228K +$228K +2,249 New
TC
2102
Trilogy Capital
California
$228K +$228K +2,255 New
PTP
2103
Platform Technology Partners
New York
$227K -$8.82K -87 -4%
BBW
2104
Blue Barn Wealth
Utah
$226K -$8.19K -81 -3%
FPCG
2105
Fort Pitt Capital Group
Pennsylvania
$226K +$226K +2,230 New
LCM
2106
Liberty Capital Management
Michigan
$225K – – –
EWM
2107
Evermay Wealth Management
Virginia
$225K +$1.52K +15 +0.7%
KFSC
2108
Keystone Financial Services (Colorado)
Colorado
$224K +$23K +233 +11%
SFG
2109
StrategIQ Financial Group
Indiana
$223K -$95.6K -944 -30%
TIA
2110
Tandem Investment Advisors
South Carolina
$223K -$25.9K -256 -10%
KFP
2111
KB Financial Partners
New Jersey
$222K -$50.8K -501 -19%
IFS
2112
Ifrah Financial Services
Arkansas
$222K +$1.42K +14 +0.6%
GLLW
2113
Graves Light Lenhart Wealth
Virginia
$220K – – –
ST
2114
Sabal Trust
Florida
$219K +$219K +2,169 New
GCIG
2115
Grand Central Investment Group
Florida
$218K -$51.6K -511 -19%
MGAM
2116
McGowan Group Asset Management
Texas
$218K +$912 +9 +0.4%
WCM
2117
Whitener Capital Management
North Carolina
$218K +$10.1K +100 +5%
JWM
2118
Janiczek Wealth Management
Colorado
$218K +$18.2K +180 +9%
CA
2119
Centerpoint Advisors
Massachusetts
$217K – – –
PWM
2120
PBMares Wealth Management
Virginia
$217K +$101 +1 +0%
SWM
2121
Selective Wealth Management
Virginia
$216K +$40.5K +400 +23%
LL
2122
LPWM LLC
Minnesota
$215K – – –
BFA
2123
Beacon Financial Advisory
Ohio
$214K +$101 +1 +0%
JCM
2124
Janney Capital Management
Pennsylvania
$213K -$2.02M -19,974 -90%
AFAS
2125
Acorn Financial Advisory Services
Virginia
$213K +$213K +2,108 New
83 84
85
86 87