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CVS Health
CVS

Overview Fund Activity

2,329 hedge funds and large institutions have $106B invested in CVS Health in 2021 Q4 according to their latest regulatory filings, with 375 funds opening new positions, 894 increasing their positions, 831 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,329
Holders Change
+265
Holders Change %
+12.84%
% of All Funds
35.97%
Holding in Top 10
142
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+52.69%
% of All Funds
2.19%
New
375
Increased
894
Reduced
831
Closed
75
Calls
$2.52B
Puts
$2.71B
Net Calls
-$191M
Net Calls Change
+$4.3M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$347M
2
Millennium Management
Millennium Management
New York
+$302M
3
Ameriprise
Ameriprise
Minnesota
+$301M
4
Boston Partners
Boston Partners
Massachusetts
+$196M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$189M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$228M
2
Wells Fargo
Wells Fargo
California
-$175M
3
Macquarie Group
Macquarie Group
Australia
-$166M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$139M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
426
1834 Investment Advisors
Wisconsin
$13.5M -$223K -2,164 -2%
ETC
427
Exchange Traded Concepts
Oklahoma
$13.4M -$829K -8,041 -6%
Creative Planning
428
Creative Planning
Kansas
$13.4M -$82K -795 -0.6%
BCI
429
Brinker Capital Investments
Pennsylvania
$13.3M +$1.82M +17,662 +16%
WCMN
430
Westchester Capital Management (Nebraska)
Nebraska
$13.3M +$228K +2,213 +2%
BFG
431
Beacon Financial Group
Texas
$13.2M -$55.9K -537 -0.4%
ECM
432
Evergreen Capital Management
Washington
$13.2M +$634K +6,144 +5%
MHC
433
Meyer Handelman Company
New York
$13.1M +$238K +2,304 +2%
LBC
434
Lowe Brockenbrough & Co
Virginia
$13M +$306K +2,965 +2%
OCM
435
Olstein Capital Management
New York
$13M -$5.26M -51,000 -29%
BCM
436
Buckhead Capital Management
Georgia
$12.9M -$1.11M -10,768 -8%
MA
437
MUFG Americas
New York
$12.8M +$586K +5,676 +5%
AHC
438
Adell Harriman & Carpenter
Texas
$12.8M +$968K +9,387 +8%
TAIM
439
Te Ahumairangi Investment Management
New Zealand
$12.8M -$248K -2,400 -2%
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$12.7M +$331K +3,205 +3%
MCM
441
Mill Capital Management
North Carolina
$12.7M +$12.7M +123,179 New
JPMIA
442
J.P. Marvel Investment Advisors
Massachusetts
$12.5M +$159K +1,545 +1%
BFIM
443
Beese Fulmer Investment Management
Ohio
$12.5M +$375K +3,631 +3%
AI
444
Atria Investments
North Carolina
$12.4M +$2.06M +19,947 +20%
RC
445
RegentAtlantic Capital
New Jersey
$12.4M +$482K +4,672 +4%
TW
446
TrinityPoint Wealth
Connecticut
$12.3M -$50.5K -490 -0.4%
GIM
447
Goelzer Investment Management
Indiana
$12.3M -$246K -2,382 -2%
SCA
448
Spearhead Capital Advisors
Florida
$12.3M +$219K +2,126 +2%
CAM
449
Carret Asset Management
New York
$12.3M -$40.7K -395 -0.3%
SI
450
Stephens Inc
Arkansas
$12.3M -$8.56K -83 -0.1%
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