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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 %
KC
851
Kingfisher Capital
North Carolina
$2.5M +$858K +11,399 +52%
SLI
852
Sumitomo Life Insurance
Japan
$2.5M -$103K -1,371 -4%
ANTB
853
AMG National Trust Bank
Colorado
$2.49M -$958K -12,733 -28%
JWCA
854
J.W. Coons Advisors
Ohio
$2.49M – – –
MCM
855
Mitchell Capital Management
Kansas
$2.48M +$288K +3,828 +13%
SIC
856
Sigma Investment Counselors
Michigan
$2.48M -$77K -1,024 -3%
MFM
857
MD Financial Management
Ontario, Canada
$2.47M +$2.46M +32,753 +53,693%
CPA
858
Capital Planning Advisors
California
$2.47M +$268K +3,556 +12%
RWA
859
River Wealth Advisors
Pennsylvania
$2.46M +$278K +3,700 +13%
SYBT
860
Stock Yards Bank & Trust
Kentucky
$2.45M +$444K +5,906 +22%
6F
861
626 Financial
Michigan
$2.44M +$2.44M +24,151 New
HPM
862
Hudson Portfolio Management
New York
$2.43M +$2.43M +32,302 New
SWA
863
SFMG Wealth Advisors
Texas
$2.43M -$14.2K -189 -0.6%
BPM
864
Bowling Portfolio Management
Ohio
$2.41M -$1.18M -15,699 -33%
RCIM
865
Russell Clark Investment Management
United Kingdom
$2.41M – – –
SIAG
866
Signet Investment Advisory Group
Rhode Island
$2.4M -$10.7K -142 -0.4%
ST
867
Spinnaker Trust
Maine
$2.39M +$65.4K +870 +3%
CP
868
Camelot Portfolios
Ohio
$2.38M +$509K +6,766 +27%
BFC
869
Blue Fin Capital
Rhode Island
$2.38M +$105K +1,393 +5%
MCM
870
Monument Capital Management
Virginia
$2.38M +$5.87K +78 +0.2%
MBTD
871
Mechanics Bank - Trust Department
California
$2.37M -$339K -4,509 -13%
BUB
872
BBVA USA Bancshares
Texas
$2.37M -$15.2K -202 -0.6%
PFS
873
Prospera Financial Services
Texas
$2.36M -$25.8K -343 -1%
SMC
874
Smith, Moore & Co
Missouri
$2.36M -$90.2K -1,199 -4%
RCAG
875
Rehmann Capital Advisory Group
Michigan
$2.36M +$42.2K +561 +2%
33 34
35
36 37