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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 %
PHK
2451
Point72 Hong Kong
Hong Kong
– -$277K -2,907 Closed
WFA
2452
WMG Financial Advisors
Tennessee
– -$257K -2,678 Closed
SFS
2453
Summit Financial Strategies
Ohio
– -$240K -2,518 Closed
MAG
2454
Mayfair Advisory Group
Alabama
– -$244K -2,494 Closed
TIA
2455
Tandem Investment Advisors
South Carolina
– -$227K -2,383 Closed
UF
2456
Univest Financial
Pennsylvania
– -$226K -2,373 Closed
BAS
2457
Brown Advisory Securities
Maryland
– -$227K -2,366 Closed
BBW
2458
Blue Barn Wealth
Utah
– -$224K -2,344 Closed
SEEDPG
2459
S.E.E.D. Planning Group
New York
– -$222K -2,332 Closed
MFGM
2460
Marshall Financial Group (Maryland)
Maryland
– -$221K -2,319 Closed
GA
2461
GFS Advisors
Texas
– -$220K -2,304 Closed
PCWA
2462
Pacific Capital Wealth Advisors
California
– -$216K -2,264 Closed
KFSC
2463
Keystone Financial Services (Colorado)
Colorado
– -$209K -2,261 Closed
TIA
2464
Traphagen Investment Advisors
New Jersey
– -$215K -2,259 Closed
AWM
2465
Angeles Wealth Management
California
– -$215K -2,258 Closed
T
2466
TCWP
Ohio
– -$212K -2,224 Closed
LIG
2467
Lokken Investment Group
Delaware
– -$209K -2,187 Closed
GLLW
2468
Graves Light Lenhart Wealth
Virginia
– -$208K -2,176 Closed
Members Trust
2469
Members Trust
Florida
– -$207K -2,168 Closed
FDS
2470
Freedom Day Solutions
Texas
– -$206K -2,157 Closed
MGAM
2471
McGowan Group Asset Management
Texas
– -$204K -2,135 Closed
AA
2472
Argent Advisors
Louisiana
– -$203K -2,128 Closed
CCM
2473
Chilton Capital Management
Texas
– -$201K -2,104 Closed
PIMG
2474
Patriot Investment Management Group
Tennessee
– -$200K -2,101 Closed
DOA
2475
D'Orazio & Associates
Virginia
– -$200K -2,092 Closed
97 98
99
100 101