CVS Health
CVS
2,343 hedge funds and large institutions have $106B invested in CVS Health in 2021 Q4 according to their latest regulatory filings, with 380 funds opening new positions, 898 increasing their positions, 835 reducing their positions, and 75 closing their positions.
407% more first-time investments, than exits
New positions opened: 380 | Existing positions closed: 75
55% more funds holding in top 10
Funds holding in top 10: 93 → 144 (+51)
23% more capital invested
Capital invested by funds: $86.3B → $106B (+$19.8B)
13% more funds holding
Funds holding: 2,073 → 2,343 (+270)
8% more repeat investments, than reductions
Existing positions increased: 898 | Existing positions reduced: 835
0.91% more ownership
Funds ownership: 77.2% → 78.11% (+0.91%)
7% less call options, than puts
Call options by funds: $2.52B | Put options by funds: $2.71B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$311M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$274M |
| 3 |
Millennium Management
New York
|
+$271M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$175M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$170M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$204M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$157M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$148M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$125M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$120M |
CVS Hedge Fund Activity: Q4 2021 in Review
2,343 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q4 2021, worth a combined $106B — up 23% from $86.3B a quarter earlier.
Buyers outnumbered sellers: 380 funds opened new CVS positions and 75 closed out — a net gain of 305 holders — while 898 added to existing stakes and 835 trimmed.
The largest buyer was Veritas Asset Management, adding an estimated $311M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $204M.
- 2,343 institutional investors held CVS Health (CVS) as of Q4 2021, up from 2,073 in Q3 2021.
- Funds reported $106B of CVS Health stock for Q4 2021, up 23% quarter-over-quarter.
- 380 funds opened new CVS Health positions in Q4 2021 and 75 closed out, a net change of +305 holders.
- The largest CVS Health buyer in Q4 2021 was Veritas Asset Management, an estimated $311M added.
- The largest CVS Health seller in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $204M sold.
Based on aggregated 13F filings for Q4 2021.