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CVS Health
CVS

Overview Fund Activity

2,064 hedge funds and large institutions have $86.2B invested in CVS Health in 2021 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 939 increasing their positions, 733 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,064
Holders Change
+8
Holders Change %
+0.39%
% of All Funds
36.25%
Holding in Top 10
93
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.71%
% of All Funds
1.63%
New
118
Increased
939
Reduced
733
Closed
85
Calls
$1.97B
Puts
$2.17B
Net Calls
-$195M
Net Calls Change
-$171M

Top Buyers

1
Invesco
Invesco
Georgia
+$394M
2
Capital World Investors
Capital World Investors
California
+$379M
3
VAM
Veritas Asset Management
United Kingdom
+$252M
4
Goldman Sachs
Goldman Sachs
New York
+$186M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$184M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$420M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$196M
3
BlackRock
BlackRock
New York
-$161M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
5
Northern Trust
Northern Trust
Illinois
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
851
Smith, Moore & Co
Missouri
$2.73M +$26K +306 +1%
MFAM
852
Motley Fool Asset Management
Virginia
$2.72M -$80.2K -945 -3%
HPM
853
Hudson Portfolio Management
New York
$2.72M -$14K -165 -0.5%
RCIM
854
Russell Clark Investment Management
United Kingdom
$2.72M – – –
VNA
855
Valley National Advisers
Pennsylvania
$2.7M -$265K -3,129 -9%
KJHP
856
K.J. Harrison & Partners
Ontario, Canada
$2.7M -$554K -6,488 -17%
ISB
857
Iowa State Bank
Iowa
$2.7M +$115K +1,360 +4%
GG
858
Gofen & Glossberg
Illinois
$2.67M -$27.4K -323 -1%
SC
859
SouthState Corp
Florida
$2.66M +$14.9K +176 +0.6%
FCCM
860
First City Capital Management
Georgia
$2.66M +$26.2K +309 +1%
TCOT
861
Trust Company of Toledo
Ohio
$2.66M +$291K +3,425 +12%
MOS
862
MGO One Seven
Ohio
$2.66M +$10.5K +118 +0.4%
KWM
863
Kingsview Wealth Management
Oregon
$2.65M +$123K +1,449 +5%
SWA
864
SFMG Wealth Advisors
Texas
$2.65M -$60.9K -718 -2%
GT
865
Greenleaf Trust
Michigan
$2.65M +$85.7K +1,010 +3%
CNC
866
Citizens & Northern Corp
Pennsylvania
$2.64M -$155K -1,823 -6%
S
867
Seeyond
France
$2.63M -$717K -8,448 -21%
APA
868
American Portfolios Advisors
New York
$2.63M +$294K +3,470 +13%
TPCW
869
TD Private Client Wealth
New York
$2.63M -$21.7K -256 -0.8%
TSWM
870
Triangle Securities Wealth Management
North Carolina
$2.61M +$12.2K +144 +0.5%
HIP
871
HUB Investment Partners
Texas
$2.6M +$105K +1,242 +4%
FAM
872
Fred Alger Management
New York
$2.6M – – –
GF
873
Gries Financial
Ohio
$2.59M -$403K -4,754 -13%
TC
874
Telemus Capital
Michigan
$2.58M +$239K +2,814 +10%
FHA
875
Flagship Harbor Advisors
Massachusetts
$2.57M – – –
33 34
35
36 37