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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 %
V
726
Veritable
Delaware
$5.06M -$22K -213 -0.4%
BCFS
727
Butensky & Cohen Financial Security
Florida
$5.04M -$125K -1,210 -2%
CCM
728
Cox Capital Management
Massachusetts
$5.03M +$13.9K +135 +0.3%
ASA
729
Armstrong Shaw Associates
Connecticut
$5.02M – – –
AWM
730
Avitas Wealth Management
California
$5.01M +$88K +853 +2%
MYAM
731
Meiji Yasuda Asset Management
Japan
$4.99M +$27.6K +268 +0.6%
VPIM
732
Vanguard Personalized Indexing Management
California
$4.99M +$2.05M +19,910 +70%
BIMC
733
Benson Investment Management Company
Virginia
$4.98M -$11.9K -115 -0.2%
WAOTB
734
Wealth Advisors of Tampa Bay
Florida
$4.98M +$2.5M +24,215 +101%
Lido Advisors
735
Lido Advisors
California
$4.97M +$79.1K +763 +2%
FCH
736
Freestone Capital Holdings
Washington
$4.97M +$364K +3,525 +8%
EWM
737
Evercore Wealth Management
New York
$4.97M -$22.2K -215 -0.4%
ECM
738
Estabrook Capital Management
New York
$4.95M +$269K +2,608 +6%
SM
739
Sciencast Management
New Jersey
$4.9M +$4.9M +46,719 New
BFS
740
Bradley Foster & Sargent
Connecticut
$4.86M +$404K +3,917 +9%
SWK
741
Stephen W. Kidder
$4.82M -$443K -4,296 -8%
AIS
742
AM Investment Strategies
Tennessee
$4.81M -$1.24K -12 -0%
UAM
743
Unison Asset Management
Florida
$4.79M – – –
RIG
744
Roosevelt Investment Group
New York
$4.78M +$476K +4,618 +11%
Nomura Holdings
745
Nomura Holdings
Japan
$4.74M +$1.98M +19,262 +72%
RSWM
746
Robertson Stephens Wealth Management
California
$4.73M +$4.73M +45,861 New
KP
747
Keel Point
Alabama
$4.71M +$156K +1,517 +3%
CB
748
Community Bank
New York
$4.7M -$26.2K -254 -0.6%
OC
749
Oarsman Capital
Wisconsin
$4.68M -$36.4K -353 -0.8%
PCTC
750
Perkins Coie Trust Company
Washington
$4.68M +$228K +2,212 +5%
28 29
30
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