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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 %
KCM
976
Kornitzer Capital Management
Kansas
$1.88M +$361K +4,800 +24%
FDS
977
First Dallas Securities
Texas
$1.88M +$41.5K +552 +2%
BCM
978
Bluefin Capital Management
New York
$1.87M +$571K +7,594 +44%
OIA
979
OneDigital Investment Advisors
Kansas
$1.86M +$97K +1,289 +5%
MCCP
980
Mission Creek Capital Partners
California
$1.86M +$53.3K +708 +3%
VNIM
981
Vaughan Nelson Investment Management
Texas
$1.85M +$1.85M +24,650 New
GWM
982
Greenwich Wealth Management
Connecticut
$1.85M -$1.35K -18 -0.1%
NGA
983
Naples Global Advisors
Florida
$1.85M +$68.6K +912 +4%
NERM
984
New England Research & Management
Illinois
$1.85M +$1.44M +19,162 +353%
BO
985
Bank OZK
Arkansas
$1.84M -$30.1K -400 -2%
BWM
986
BerganKDV Wealth Management
Minnesota
$1.84M -$161K -2,142 -8%
KOC
987
Koss-Olinger Consulting
Florida
$1.83M +$1.83M +24,285 New
SDWIA
988
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.82M +$47.2K +628 +3%
LA
989
Lynch & Associates
Indiana
$1.82M +$371K +4,931 +26%
Tudor Investment Corp
990
Tudor Investment Corp
Connecticut
$1.81M +$1.56M +20,746 +635%
RPC
991
Rossmore Private Capital
Connecticut
$1.8M +$52.8K +702 +3%
SMH
992
Sanders Morris Harris
Texas
$1.8M +$1.36M +18,177 +311%
SIA
993
Soltis Investment Advisors
Utah
$1.8M +$261K +3,465 +17%
MA
994
Montag & Associates
Georgia
$1.8M -$150K -2,000 -8%
ARG
995
Advisory Resource Group
Oklahoma
$1.79M +$6.17K +82 +0.3%
HAG
996
HighPoint Advisor Group
Illinois
$1.79M +$198K +2,669 +12%
CAL
997
Capital Analysts LLC
Pennsylvania
$1.78M +$101K +1,336 +6%
AC
998
Arjuna Capital
North Carolina
$1.77M +$90.3K +1,200 +5%
RC
999
Roundview Capital
New Jersey
$1.77M +$441K +5,860 +33%
LIM
1000
Longfellow Investment Management
Massachusetts
$1.77M -$260K -3,460 -13%
38 39
40
41 42