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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 %
PO
2376
Private Ocean
California
$2.8K +$2.33K +25 +500%
GFWA
2377
Grey Fox Wealth Advisors
Delaware
$2.8K +$2.8K +30 New
LF
2378
Lee Financial
Texas
$1.86K -$3.64K -39 -66%
MAWCM
2379
Mine & Arao Wealth Creation & Management
California
$1.86K +$1.86K +20 New
NC
2380
NewSquare Capital
Pennsylvania
$1.77K -$33.2K -356 -95%
TCM
2381
Tradewinds Capital Management
Washington
$1.68K – – –
WA
2382
WestEnd Advisors
North Carolina
$1.49K -$93 -1 -6%
DWA
2383
Delos Wealth Advisors
Texas
$1.4K – – –
CWA
2384
Clearview Wealth Advisors
Oregon
$1.4K – – –
AW
2385
Avion Wealth
Texas
$1K – – –
LFA
2386
Level Financial Advisors
New York
$1K +$1K +8 New
DCM
2387
Davidson Capital Management
Texas
$932 +$932 +10 New
AFG
2388
Albion Financial Group
Utah
$932 +$932 +10 New
ITIM
2389
Indiana Trust & Investment Management
Indiana
$913 +$2 +25 +0.3%
SSC
2390
Syverson Strege & Co
Iowa
$744 +$744 +8 New
TWP
2391
TFO Wealth Partners
Ohio
$206 +$206 +8 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2392
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$93 -$14M -150,760 -100%
CMP
2393
Coston McIsaac & Partners
Maine
$34 – +2 +0.5%
AAM
2394
Ardevora Asset Management
United Kingdom
– -$52.1M -545,989 Closed
WP
2395
Woodline Partners
California
– -$21.4M -224,414 Closed
WI
2396
Wafra Inc
New York
– -$20.5M -215,135 Closed
BSA
2397
Braun Stacey Associates
New York
– -$18.5M -193,744 Closed
NI
2398
Nepsis Inc
Minnesota
– -$14.9M -156,239 Closed
CA
2399
Cornerstone Advisors
North Carolina
– -$14.8M -155,000 Closed
WMSA
2400
Weiss Multi-Strategy Advisers
New York
– -$14.4M -150,628 Closed
94 95
96
97 98