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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 %
OAM
576
Oak Asset Management
California
$8.23M -$27.1K -263 -0.3%
WIC
577
WealthBridge Investment Counsel
Alberta, Canada
$8.22M -$15.5K -150 -0.2%
KFP
578
KMG Fiduciary Partners
Ohio
$8.22M +$752K +7,286 +10%
CNC
579
Canandaigua National Corp
New York
$8.17M -$21.8K -211 -0.3%
KRS
580
Kentucky Retirement Systems
Kentucky
$8.16M +$364K +3,525 +5%
IIC
581
Ironwood Investment Counsel
Arizona
$8.09M +$158K +1,536 +2%
MFG
582
Monte Financial Group
Connecticut
$8.07M -$156K -1,517 -2%
SWM
583
Stockman Wealth Management
Montana
$8.04M -$25.8K -250 -0.3%
BHTS
584
Bar Harbor Trust Services
Maine
$8.01M +$83.4K +809 +1%
Wealthfront Advisers
585
Wealthfront Advisers
California
$7.98M -$165K -1,598 -2%
ERIM
586
Eagle Ridge Investment Management
Connecticut
$7.98M -$361K -3,496 -4%
VIM
587
Vancity Investment Management
British Columbia, Canada
$7.97M -$2.3M -22,306 -22%
PSUF
588
People's United Financial
Connecticut
$7.96M -$2.95M -28,593 -27%
SHGA
589
Sand Hill Global Advisors
California
$7.96M +$52.8K +512 +0.7%
IAA
590
Independent Advisor Alliance
North Carolina
$7.95M +$103K +998 +1%
WB
591
Webster Bank
Connecticut
$7.94M +$22.1K +214 +0.3%
HCM
592
Hilton Capital Management
New York
$7.91M +$312K +3,021 +4%
TRCT
593
Tower Research Capital (TRC)
New York
$7.9M +$4.91M +47,563 +164%
BS
594
Boenning & Scattergood
Pennsylvania
$7.84M -$75.9K -736 -1%
GAM
595
Gotham Asset Management
New York
$7.79M +$698K +6,769 +10%
PCA
596
Pallas Capital Advisors
Massachusetts
$7.79M +$663K +6,525 +9%
RAM
597
Riggs Asset Management
Pennsylvania
$7.76M +$133K +1,292 +2%
BCM
598
Birch Capital Management
Texas
$7.74M +$28.4K +275 +0.4%
MSE
599
MUFG Securities EMEA
United Kingdom
$7.73M +$7.73M +74,900 New
Carson Wealth (CWM LLC)
600
Carson Wealth (CWM LLC)
Nebraska
$7.73M +$7.73M +74,903 New
22 23
24
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