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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 %
SIM
876
Sonora Investment Management
Arizona
$2.34M -$88.3K -1,174 -4%
KPCM
877
Kings Point Capital Management
New York
$2.33M -$9.73M -129,299 -81%
NA
878
NewEdge Advisors
Louisiana
$2.33M +$451K +5,997 +24%
AC
879
Allstate Corporation
Illinois
$2.31M +$315K +4,188 +16%
TLCM
880
Twin Lakes Capital Management
California
$2.3M -$19.6K -261 -0.8%
PFT
881
Providence First Trust
Arizona
$2.3M +$2.3M +30,558 New
TSWM
882
Triangle Securities Wealth Management
North Carolina
$2.3M +$182K +2,424 +9%
BAM
883
Belpointe Asset Management
Nevada
$2.3M +$127K +1,691 +6%
JHCP
884
Jackson Hole Capital Partners
Oklahoma
$2.29M +$299K +3,976 +15%
IBOK
885
Independence Bank of Kentucky
Kentucky
$2.28M -$149K -1,983 -6%
GT
886
Greenleaf Trust
Michigan
$2.28M +$307K +4,080 +16%
SWM
887
Spire Wealth Management
Virginia
$2.26M +$2.26M +42,972 New
GG
888
Gofen & Glossberg
Illinois
$2.25M +$10.3K +137 +0.5%
FAM
889
Fred Alger Management
New York
$2.25M +$451 +6 +0%
OSIA
890
O'Shares Investment Advisers
Massachusetts
$2.25M -$7K -93 -0.3%
ISB
891
Iowa State Bank
Iowa
$2.23M +$67K +891 +3%
XWM
892
Xcel Wealth Management
Florida
$2.23M -$189K -2,510 -8%
EFS
893
Essex Financial Services
Connecticut
$2.23M -$222K -2,949 -9%
ECM
894
Everence Capital Management
Indiana
$2.22M – – –
1WA
895
180 Wealth Advisors
Washington
$2.22M +$59.8K +666 +3%
RB
896
Rodgers Brothers
Pennsylvania
$2.22M -$181K -2,400 -8%
JSL
897
JT Stratford LLC
Georgia
$2.21M +$105K +1,391 +5%
AC
898
Addison Capital
Pennsylvania
$2.21M -$11.8K -157 -0.5%
SS
899
Sunbelt Securities
Texas
$2.21M -$516K -6,862 -19%
MFAM
900
Motley Fool Asset Management
Virginia
$2.2M -$133K -1,773 -6%
34 35
36
37 38