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CVS Health
CVS

Overview Fund Activity

2,393 hedge funds and large institutions have $97B invested in CVS Health in 2022 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 949 increasing their positions, 981 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,393
Holders Change
+81
Holders Change %
+3.5%
% of All Funds
38.61%
Holding in Top 10
118
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-30.18%
% of All Funds
1.9%
New
239
Increased
949
Reduced
981
Closed
111
Calls
$1.7B
Puts
$1.52B
Net Calls
+$180M
Net Calls Change
-$252M

Top Buyers

1
CSA
1
Cottage Street Advisors
Massachusetts
$473M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.13B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$11B
4
APG Asset Management
4
APG Asset Management
Netherlands
$149M
5
Goldman Sachs
5
Goldman Sachs
New York
$916M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$5.27B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$306M
3
Ameriprise
3
Ameriprise
Minnesota
$1.07B
4
DZ Bank
4
DZ Bank
Germany
$230M
5
Invesco
5
Invesco
Georgia
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
2251
CKW Financial Group
Hawaii
$61K -$9.39K -100 -13%
EI
2252
Ellevest Inc
New York
$59.8K -$7.46K -80 -11%
BCA
2253
Bray Capital Advisors
Florida
$58.7K – – –
CF
2254
Concorde Financial
Texas
$57.7K – – –
LWA
2255
Lowe Wealth Advisors
Maryland
$57K +$93 +1 +0.2%
FRA
2256
Front Row Advisors
California
$57K -$376 -4 -0.7%
CCA
2257
Column Capital Advisors
Indiana
$56.7K – – –
CAM
2258
Costello Asset Management
Pennsylvania
$55.9K – – –
PCA
2259
Providence Capital Advisors
North Carolina
$55.9K – – –
MLA
2260
MB, Levis & Associates
Pennsylvania
$55.9K +$55.9K +600 New
EARNEST Partners
2261
EARNEST Partners
Georgia
$55.6K – – –
LS
2262
Leelyn Smith
Illinois
$55.3K +$49.2K +528 +812%
FA
2263
Fiduciary Alliance
South Carolina
$54.1K +$54.1K +581 New
TC
2264
Tacita Capital
Ontario, Canada
$53K -$3.28K -35 -6%
Nomura Holdings
2265
Nomura Holdings
Japan
$52K -$153K -1,637 -75%
GJIA
2266
Glass Jacobson Investment Advisors
Maryland
$51.3K +$51.3K +550 New
RA
2267
Rise Advisors
New York
$50.8K +$280 +3 +0.6%
MIHAS
2268
Maj Invest Holding A/S
Denmark
$50K – – –
AP
2269
Arlington Partners
Alabama
$49.2K – – –
BIA
2270
Bell Investment Advisors
California
$48.3K +$3.08K +33 +7%
TWD
2271
True Wealth Design
Ohio
$48.3K +$48.3K +518 New
RTL
2272
Red Tortoise LLC
Georgia
$48.2K +$48.2K +517 New
TVWM
2273
Tower View Wealth Management
Wisconsin
$47K +$186 +2 +0.4%
CAL
2274
Capital Advisors Ltd
Ohio
$47K +$653 +7 +1%
PWS
2275
Paragon Wealth Strategies
Florida
$46.9K +$280 +3 +0.6%
89 90
91
92 93