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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 %
IPW
776
Inlet Private Wealth
Florida
$4.4M +$928 +9 +0%
MLM
777
Mount Lucas Management
Pennsylvania
$4.39M +$4.39M +42,574 New
NCM
778
Neumann Capital Management
California
$4.38M -$31K -300 -0.7%
FB
779
Fulton Bank
Pennsylvania
$4.36M +$533K +5,167 +14%
JWM
780
Jupiter Wealth Management
Colorado
$4.35M -$627K -6,075 -13%
CAM
781
Costello Asset Management
Pennsylvania
$4.34M +$2.33M +22,577 +116%
AIA
782
Affinity Investment Advisors
California
$4.33M +$309 +3 +0%
MA
783
Mutual Advisors
Nebraska
$4.33M +$4.95K +48 +0.1%
CAM
784
Columbia Asset Management
Michigan
$4.29M -$400K -3,881 -9%
SIAP
785
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.27M +$1.55K +15 +0%
LPT
786
Legacy Private Trust
Wisconsin
$4.27M +$255K +2,476 +6%
ACM
787
Argyle Capital Management
Pennsylvania
$4.26M -$77.4K -750 -2%
BB
788
Busey Bank
Illinois
$4.26M +$293K +2,843 +7%
CWG
789
Cornerstone Wealth Group
North Carolina
$4.25M +$45.9K +445 +1%
BCM
790
Brookstone Capital Management
Illinois
$4.25M +$1.24M +11,940 +41%
Tudor Investment Corp
791
Tudor Investment Corp
Connecticut
$4.24M +$1.46M +14,159 +53%
ISB
792
Iowa State Bank
Iowa
$4.22M +$941K +9,119 +29%
SJIA
793
St. James Investment Advisors
New York
$4.21M +$4.21M +40,820 New
PA
794
Parallel Advisors
California
$4.2M +$639K +6,196 +18%
SAM
795
Sompo Asset Management
Japan
$4.17M -$628K -6,090 -13%
LA
796
Lynch & Associates
Indiana
$4.14M +$413K +4,003 +11%
RBA
797
Richard Bernstein Advisors
New York
$4.13M +$3.06M +29,619 +285%
TA
798
Tamarack Advisers
California
$4.13M +$4.13M +40,000 New
AC
799
Arjuna Capital
North Carolina
$4.11M +$186K +1,803 +5%
LSPW
800
Lake Street Private Wealth
Illinois
$4.1M +$190K +1,843 +5%
30 31
32
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