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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 %
SWM
826
Spire Wealth Management
Virginia
$3.85M +$495K +4,803 +15%
BCP
827
Blackhawk Capital Partners
Wisconsin
$3.82M -$145K -1,406 -4%
EFS
828
Essex Financial Services
Connecticut
$3.82M -$188K -1,826 -5%
JWCA
829
J.W. Coons Advisors
Ohio
$3.81M +$222K +2,152 +6%
HH
830
Hilltop Holdings
Texas
$3.81M +$231K +2,242 +6%
AAM
831
Abeille Asset Management
France
$3.81M +$3.81M +36,880 New
HFM
832
Hartford Financial Management
Connecticut
$3.8M -$21.7K -210 -0.6%
Bessemer Group
833
Bessemer Group
New Jersey
$3.79M +$1.46M +14,188 +63%
BBNA
834
Bremer Bank National Association
Minnesota
$3.79M -$1.17M -11,370 -24%
P
835
Pitcairn
Pennsylvania
$3.77M +$115K +1,115 +3%
SYBT
836
Stock Yards Bank & Trust
Kentucky
$3.75M +$1.45M +14,105 +63%
IC
837
Intersect Capital
California
$3.73M -$1.18M -11,400 -24%
TPCW
838
TD Private Client Wealth
New York
$3.72M +$519K +5,023 +16%
JWCA
839
J.W. Cole Advisors
Florida
$3.71M -$32.9K -319 -0.9%
OAJ
840
Ogorek Anthony Joseph
New York
$3.7M -$7.01K -68 -0.2%
AF
841
Alerus Financial
North Dakota
$3.68M -$808K -7,835 -18%
BIC
842
Beach Investment Counsel
Pennsylvania
$3.67M -$45.9K -445 -1%
SIAG
843
Signet Investment Advisory Group
Rhode Island
$3.65M +$7.64K +74 +0.2%
MOS
844
MGO One Seven
Ohio
$3.65M +$575K +5,577 +19%
PP
845
Pacifica Partners
Canada
$3.64M -$15.5K -149 -0.4%
ST
846
Spinnaker Trust
Maine
$3.64M +$138K +1,342 +4%
HCM
847
Highlander Capital Management
New Jersey
$3.63M -$90.3K -875 -2%
KWM
848
Kingsview Wealth Management
Oregon
$3.6M +$384K +3,722 +12%
ANTB
849
AMG National Trust Bank
Colorado
$3.6M -$17.6K -171 -0.5%
SP
850
Symmetry Partners
Connecticut
$3.6M +$1.63M +15,822 +83%
32 33
34
35 36