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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
$5.93B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.43B
3
Vanguard Group
Vanguard Group
Pennsylvania
$11.3B
4
Capital Research Global Investors
Capital Research Global Investors
California
$262M
5
State Street
State Street
Massachusetts
$6B

Top Sellers

1
Franklin Resources
Franklin Resources
California
$890M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.21B
3
Harris Associates
Harris Associates
Illinois
$422M
4
Millennium Management
Millennium Management
New York
$93.4M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$717M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAC
2276
Dividend Assets Capital
South Carolina
$33K -$2.72K -27 -8%
CAL
2277
Capital Advisors Ltd
Ohio
$33K +$615 +6 +2%
EIP
2278
Ellis Investment Partners
Pennsylvania
$32K -$1.88K -19 -6%
APP
2279
Alpha Paradigm Partners
Illinois
$32K +$32K +314 New
KFS
2280
Kelly Financial Services
Massachusetts
$31.4K – – –
SCA
2281
Stuart Chaussee & Associates
California
$31K +$17.1K +171 +123%
ST
2282
Sageworth Trust
Pennsylvania
$29K – – –
CFG
2283
Claremont Financial Group
California
$28K +$28K +270 New
JGIA
2284
Jackson Grant Investment Advisers
Connecticut
$27K +$100 +1 +0.4%
SIC
2285
SJS Investment Consulting
Ohio
$27K +$3.67K +36 +16%
IWP
2286
IAG Wealth Partners
Wisconsin
$26K +$2.41K +24 +10%
WA
2287
Win Advisors
Florida
$26K +$26K +253 New
PCFFS
2288
Pacific Center for Financial Services
California
$25K – – –
RG
2289
Retirement Group
California
$25K +$3.59K +35 +17%
MIM
2290
Macroview Investment Management
Maryland
$25K +$14.1K +136 +128%
S
2291
Surevest
California
$24K – – –
VCM
2292
Versant Capital Management
Arizona
$24K +$1.19K +12 +5%
SC
2293
Siena Capital
Ohio
$24K +$24K +233 New
GIA
2294
Goodwin Investment Advisory
Georgia
$23K +$23K +226 New
MW
2295
Milestone Wealth
New York
$21K – – –
LPWM
2296
Lake Point Wealth Management
Texas
$20K – – –
FWA
2297
FSC Wealth Advisors
New York
$20K – – –
NL
2298
NVWM LLC
Pennsylvania
$20K +$9.9K +98 +98%
BFG
2299
Baron Financial Group
New Jersey
$19.5K +$101 +1 +0.5%
CAM
2300
Close Asset Management
United Kingdom
$19K – – –
90 91
92
93 94