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CVS Health
CVS

Overview Fund Activity

2,064 hedge funds and large institutions have $86.2B invested in CVS Health in 2021 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 939 increasing their positions, 733 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,064
Holders Change
+8
Holders Change %
+0.39%
% of All Funds
36.25%
Holding in Top 10
93
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.71%
% of All Funds
1.63%
New
118
Increased
939
Reduced
733
Closed
85
Calls
$1.97B
Puts
$2.17B
Net Calls
-$195M
Net Calls Change
-$171M

Top Buyers

1
Invesco
Invesco
Georgia
+$394M
2
Capital World Investors
Capital World Investors
California
+$379M
3
VAM
Veritas Asset Management
United Kingdom
+$252M
4
Goldman Sachs
Goldman Sachs
New York
+$186M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$184M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$420M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$196M
3
BlackRock
BlackRock
New York
-$161M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
5
Northern Trust
Northern Trust
Illinois
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASA
701
Armstrong Shaw Associates
Connecticut
$4.13M +$74.4K +877 +2%
CCM
702
Cox Capital Management
Massachusetts
$4.12M +$144K +1,695 +4%
EWM
703
Evercore Wealth Management
New York
$4.11M -$22.5K -265 -0.5%
BIMC
704
Benson Investment Management Company
Virginia
$4.11M +$13.1K +154 +0.3%
Lido Advisors
705
Lido Advisors
California
$4.1M +$1.5M +17,301 +58%
MYAM
706
Meiji Yasuda Asset Management
Japan
$4.09M -$322K -3,792 -7%
BBNA
707
Bremer Bank National Association
Minnesota
$4.08M +$14.6K +172 +0.4%
MP
708
McDonald Partners
Ohio
$4.07M -$158K -1,858 -4%
AWM
709
Avitas Wealth Management
California
$4.05M -$17.1K -202 -0.4%
IC
710
Intersect Capital
California
$4.03M +$198K +2,329 +5%
LG
711
Leuthold Group
Minnesota
$3.96M +$12.6K +148 +0.3%
AIS
712
AM Investment Strategies
Tennessee
$3.96M +$19.3K +227 +0.5%
SAM
713
Sompo Asset Management
Japan
$3.95M -$915K -10,780 -19%
UAM
714
Unison Asset Management
Florida
$3.94M -$11.3K -133 -0.3%
WCA
715
Westover Capital Advisors
Delaware
$3.94M +$14.9K +175 +0.4%
HW
716
Hedeker Wealth
Illinois
$3.9M -$460K -5,422 -11%
CB
717
Community Bank
New York
$3.89M -$97.8K -1,153 -2%
OC
718
Oarsman Capital
Wisconsin
$3.88M -$330K -3,889 -8%
DAS
719
Dynamic Advisor Solutions
Arizona
$3.87M +$306K +3,610 +9%
CAM
720
Columbia Asset Management
Michigan
$3.86M +$81K +954 +2%
JG
721
Jefferies Group
New York
$3.85M +$3.85M +45,414 New
ECM
722
Estabrook Capital Management
New York
$3.85M -$68.7K -809 -2%
CGFI
723
Cypress Growth Fund III
California
$3.82M – – –
WIS
724
Wright Investors Service
Connecticut
$3.81M +$32.8K +387 +0.9%
TI
725
Truepoint Inc
Ohio
$3.79M +$5.09K +60 +0.1%
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