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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 %
SA
926
Strategic Advisors
New York
$3M -$825 -8 -0%
AW
927
ACG Wealth
Georgia
$3M -$12.2K -118 -0.4%
HVP
928
Hudson Value Partners
Florida
$2.99M +$24K +233 +0.8%
NSB
929
Norway Savings Bank
Maine
$2.98M +$82.4K +799 +3%
NGA
930
Naples Global Advisors
Florida
$2.98M +$32.7K +317 +1%
AC
931
Addison Capital
Pennsylvania
$2.97M -$35.3K -342 -1%
EF
932
Empirical Finance
Pennsylvania
$2.96M +$57.7K +559 +2%
RIA
933
Regal Investment Advisors
Michigan
$2.96M +$40.8K +396 +1%
RC
934
Roundview Capital
New Jersey
$2.94M -$76.8K -745 -3%
LNWWM
935
Laird Norton Wetherby Wealth Management
California
$2.93M +$73.5K +713 +3%
DCM
936
Dupont Capital Management
Delaware
$2.92M +$1.85M +17,927 +173%
OHWP
937
Oak Harbor Wealth Partners
North Carolina
$2.91M +$2.91M +28,184 New
UCI
938
Uncommon Cents Investing
Wisconsin
$2.88M -$23.2K -225 -0.8%
SIM
939
Studio Investment Management
Illinois
$2.88M -$707K -6,855 -20%
ECM
940
EagleClaw Capital Management
Massachusetts
$2.88M -$111K -1,075 -4%
TFA
941
Teamwork Financial Advisors
Texas
$2.88M +$1.27M +12,270 +79%
SIM
942
Stratos Investment Management
Ohio
$2.87M +$117K +1,137 +4%
WAM
943
Westport Asset Management
Connecticut
$2.87M – – –
SIA
944
Schechter Investment Advisors
Michigan
$2.86M +$2.86M +27,691 New
LSAG
945
Lake Street Advisors Group
New Hampshire
$2.85M +$44.1K +428 +2%
PA
946
PSI Advisors
Florida
$2.83M -$34K -330 -1%
EF
947
Exeter Financial
Arizona
$2.82M -$60.4K -575 -2%
EWA
948
Exencial Wealth Advisors
Oklahoma
$2.82M +$224K +2,168 +9%
LNC
949
Lincoln National Corp
Pennsylvania
$2.81M +$434K +4,204 +18%
CCG
950
Ceeto Capital Group
Florida
$2.8M +$825 +8 +0%
36 37
38
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