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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 %
DIP
2126
DT Investment Partners
Pennsylvania
$171K -$171K -1,794 -50%
SN
2127
Sittner & Nelson
Oregon
$171K – – –
AFS
2128
Annapolis Financial Services
Maryland
$171K +$4.78K +50 +3%
MWM
2129
Mascoma Wealth Management
New Hampshire
$166K – – –
MCM
2130
MV Capital Management
Maryland
$165K +$15.5K +162 +10%
SOS
2131
Silver Oak Securities
Tennessee
$161K -$141K -2,025 -47%
SFM
2132
Systematic Financial Management
New Jersey
$161K – – –
WOC
2133
West Oak Capital
California
$160K -$7.62K -80 -5%
GFA
2134
Gifford Fong Associates
California
$160K – – –
TCWA
2135
Ten Capital Wealth Advisors
Washington
$157K – – –
AWM
2136
Accel Wealth Management
Iowa
$150K -$15K -150 -9%
ACM
2137
AUA Capital Management
Pennsylvania
$149K – – –
AWM
2138
Atticus Wealth Management
Florida
$149K – – –
Capstone Investment Advisors
2139
Capstone Investment Advisors
New York
$145K -$579K -6,071 -80%
WB
2140
West Bancorporation
Iowa
$144K – – –
TWM
2141
Tradition Wealth Management
Minnesota
$143K +$859 +9 +0.6%
SWM
2142
Sugarloaf Wealth Management
Georgia
$140K +$669 +7 +0.5%
TCAM
2143
Turtle Creek Asset Management
Ontario, Canada
$134K +$134K +1,400 New
FCFS
2144
First Command Financial Services
Texas
$133K +$16.6K +174 +14%
FCB
2145
First Command Bank
Texas
$133K +$16.6K +174 +14%
AA
2146
AlphaMark Advisors
Kentucky
$132K -$19.1K -200 -13%
TCM
2147
TD Capital Management
Tennessee
$130K +$130K +1,359 New
SC
2148
Stephens Consulting
Michigan
$129K +$191 +2 +0.1%
C
2149
Covestor
United Kingdom
$128K -$163K -1,712 -56%
ZIG
2150
Zullo Investment Group
Pennsylvania
$128K +$7.06K +74 +6%
84 85
86
87 88