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CVS Health
CVS

Overview Fund Activity

2,023 hedge funds and large institutions have $74.6B invested in CVS Health in 2021 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 978 increasing their positions, 678 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,023
Holders Change
+60
Holders Change %
+3.06%
% of All Funds
35.62%
Holding in Top 10
75
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+25%
% of All Funds
1.32%
New
184
Increased
978
Reduced
678
Closed
104
Calls
$1.36B
Puts
$1.56B
Net Calls
-$193M
Net Calls Change
-$716M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$338M
2
Capital World Investors
Capital World Investors
California
+$190M
3
BlackRock
BlackRock
New York
+$157M
4
Renaissance Technologies
Renaissance Technologies
New York
+$135M
5
MWNA
Marshall Wace North America
New York
+$92.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$352M
2
VVP
Vulcan Value Partners
Alabama
-$242M
3
Franklin Resources
Franklin Resources
California
-$221M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$196M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
726
Valicenti Advisory Services
New York
$3.58M -$3.26M -43,298 -48%
LG
727
Leuthold Group
Minnesota
$3.57M -$697K -9,269 -16%
TCM
728
Teza Capital Management
Illinois
$3.57M +$3.57M +47,386 New
CB
729
Community Bank
New York
$3.56M +$378K +5,025 +12%
LPIC
730
LeJeune Puetz Investment Counsel
Michigan
$3.56M +$381K +5,070 +12%
CI
731
Cigna Investments
Connecticut
$3.55M +$110K +1,462 +3%
V
732
Veritable
Delaware
$3.54M +$14.9K +198 +0.4%
UM
733
Ulysses Management
New York
$3.54M +$527K +7,000 +18%
WCA
734
Westover Capital Advisors
Delaware
$3.53M +$1.11M +14,705 +46%
CEI
735
Clark Estates Inc
New York
$3.51M – – –
BRWM
736
B. Riley Wealth Management
Tennessee
$3.51M +$1.07M +14,278 +44%
UAM
737
Unison Asset Management
Florida
$3.51M – – –
AWM
738
Avitas Wealth Management
California
$3.51M +$242K +3,212 +7%
CAM
739
Columbia Asset Management
Michigan
$3.5M +$270K +3,591 +8%
JWM
740
Jupiter Wealth Management
Colorado
$3.5M +$1.17M +15,295 +50%
AIS
741
AM Investment Strategies
Tennessee
$3.5M -$128K -1,708 -4%
MCA
742
Morris Capital Advisors
Pennsylvania
$3.49M -$112K -1,489 -3%
IAN
743
Integrated Advisors Network
Texas
$3.44M +$3.07M +40,742 +820%
HFS
744
Hantz Financial Services
Michigan
$3.43M +$36.3K +482 +1%
CGFI
745
Cypress Growth Fund III
California
$3.39M – – –
IC
746
Intersect Capital
California
$3.38M -$37.4K -497 -1%
BFS
747
Bradley Foster & Sargent
Connecticut
$3.37M +$137K +1,817 +4%
MHS
748
M Holdings Securities
Oregon
$3.37M +$1.66M +22,093 +97%
WSC
749
Wellington Shields & Co
New York
$3.36M -$230K -3,054 -6%
BOCM
750
Bontempo Ohly Capital Management
Maryland
$3.36M +$79.3K +1,054 +2%
28 29
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