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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 %
SF
2151
SBK Financial
Virginia
$202K – – –
LGA
2152
Lebenthal Global Advisors
New York
$202K +$202K +1,996 New
PGAM
2153
Princeton Global Asset Management
New Jersey
$197K -$20.2K -200 -9%
SIS
2154
Sound Income Strategies
Florida
$197K +$3.23K +32 +2%
VCM
2155
Vigilant Capital Management
Maine
$196K -$308K -3,044 -61%
DHGWA
2156
Dixon Hughes Goodman Wealth Advisors
North Carolina
$194K +$177K +1,753 +1,062%
SN
2157
Sittner & Nelson
Oregon
$187K – – –
AWM
2158
Accel Wealth Management
Iowa
$186K -$9.88K -98 -5%
PWP
2159
Pursue Wealth Partners
California
$184K +$184K +1,779 New
MWM
2160
Mascoma Wealth Management
New Hampshire
$184K +$4.65K +46 +3%
SOW
2161
State of Wyoming
Wyoming
$184K +$108K +1,065 +142%
HI
2162
Hudock Inc
Pennsylvania
$183K -$19.3K -191 -10%
AA
2163
AlphaMark Advisors
Kentucky
$181K -$8.11K -80 -4%
WOC
2164
West Oak Capital
California
$178K +$70.8K +700 +66%
AFS
2165
Annapolis Financial Services
Maryland
$176K – – –
SFM
2166
Systematic Financial Management
New Jersey
$171K – – –
MGI
2167
MayTech Global Investments
New York
$170K – – –
GFA
2168
Gifford Fong Associates
California
$170K – – –
MHR
2169
Matthew Hamilton Rosenberg
$168K +$24.7K +244 +17%
TCWA
2170
Ten Capital Wealth Advisors
Washington
$167K +$68.3K +674 +69%
TIM
2171
Tortoise Investment Management
New York
$163K +$10.1K +100 +7%
AWM
2172
Atticus Wealth Management
Florida
$162K +$129K +1,280 +396%
LWANC
2173
Laurel Wealth Advisors (North Carolina)
North Carolina
$161K -$75.3K -742 -32%
SC
2174
Sierra Capital
Florida
$161K +$3.75K +37 +2%
FFA
2175
Freedman Financial Associates
Massachusetts
$160K +$100 +1 +0.1%
85 86
87
88 89