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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 %
EA
2426
Eclectic Associates
California
– -$237K -2,297 Closed
ETM
2427
Euclidean Technologies Management
Washington
– -$236K -2,289 Closed
HFP
2428
Holistic Financial Partners
Indiana
– -$235K -2,279 Closed
TYCC
2429
Texas Yale Capital Corp
Florida
– -$235K -2,278 Closed
GSWM
2430
Golden State Wealth Management
California
– -$234K -2,266 Closed
Financial Engines Advisors
2431
Financial Engines Advisors
California
– -$233K -2,263 Closed
JCM
2432
Jag Capital Management
Missouri
– -$227K -2,205 Closed
CCMD
2433
Cypress Capital Management (Delaware)
Delaware
– -$224K -2,175 Closed
DP
2434
Denver PWM
Colorado
– -$215K -2,064 Closed
ACA
2435
Affinity Capital Advisors
California
– -$212K -2,056 Closed
OFG
2436
Oxford Financial Group
Indiana
– -$212K -2,052 Closed
NC
2437
NBW Capital
Massachusetts
– -$210K -2,035 Closed
JWBC
2438
J.W. Burns & Co
New York
– -$208K -2,014 Closed
PA
2439
PFG Advisors
Arizona
– -$207K -2,002 Closed
PC
2440
Periscope Capital
Ontario, Canada
– -$205K -1,985 Closed
CRC
2441
Curi RMB Capital
Illinois
– -$205K -1,984 Closed
PA
2442
Probity Advisors
Texas
– -$204K -1,980 Closed
FQ
2443
First Quadrant
California
– -$202K -1,960 Closed
HNWA
2444
Henrickson Nauta Wealth Advisors
Michigan
– -$202K -1,950 Closed
AI
2445
Accredited Investors
Minnesota
– -$201K -1,947 Closed
CPIA
2446
Cornell Pochily Investment Advisors
New York
– -$200K -1,940 Closed
PCG
2447
Prosperity Consulting Group
Maryland
– -$204K -1,877 Closed
BAM
2448
Barrett Asset Management
New York
– -$163K -1,584 Closed
DAM
2449
Delta Asset Management
Tennessee
– -$143K -1,389 Closed
TCM
2450
TD Capital Management
Tennessee
– -$140K -1,358 Closed
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