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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 %
TC
1101
Trust Company
Kansas
$1.35M +$303K +4,026 +29%
AWA
1102
Arete Wealth Advisors
Illinois
$1.35M -$55.4K -736 -4%
APA
1103
American Portfolios Advisors
New York
$1.35M +$118K +1,571 +10%
FTDI
1104
First Trust Direct Indexing
Massachusetts
$1.35M +$63.7K +847 +5%
TA
1105
TruWealth Advisors
Louisiana
$1.34M +$43.2K +574 +3%
AI
1106
AXS Investments
New York
$1.33M +$1.33M +17,726 New
IIA
1107
IPG Investment Advisors
California
$1.33M -$435K -5,780 -25%
VFPI
1108
Vantage Financial Partners (Illinois)
Illinois
$1.33M – – –
ESB
1109
Essex Savings Bank
Connecticut
$1.33M +$44.3K +650 +3%
WA
1110
WealthTrust Axiom
Pennsylvania
$1.32M -$50.3K -669 -4%
CFA
1111
Carroll Financial Associates
North Carolina
$1.31M -$35.8K -476 -3%
REMPR
1112
Roof Eidam Maycock Peralta (REMP)
California
$1.31M +$31.2K +415 +2%
PWM
1113
Perigon Wealth Management
California
$1.31M +$4.59K +61 +0.4%
SG
1114
Stonnington Group
California
$1.31M +$1.31M +15,700 New
WIA
1115
Westbourne Investment Advisors
Maryland
$1.3M -$730K -9,700 -36%
9WM
1116
9258 Wealth Management
Ohio
$1.3M +$35.4K +470 +3%
SCA
1117
Sippican Capital Advisors
Massachusetts
$1.3M – – –
HIMC
1118
Heritage Investors Management Corp
Maryland
$1.29M +$161K +2,135 +14%
WWM
1119
Wolff Wiese Magana
California
$1.29M +$5.72K +76 +0.4%
MBT
1120
Montecito Bank & Trust
California
$1.29M +$33.2K +441 +3%
EA
1121
Ellsworth Advisors
Ohio
$1.29M +$98.9K +1,314 +8%
PFGIA
1122
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M +$63.4K +843 +5%
Wealth Enhancement Advisory Services
1123
Wealth Enhancement Advisory Services
Minnesota
$1.28M +$19.2K +258 +2%
UBG
1124
United Bank (Georgia)
Georgia
$1.26M +$43.4K +577 +4%
DF
1125
Donoghue Forlines
Massachusetts
$1.26M +$1.26M +16,765 New
43 44
45
46 47