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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 %
BBL
1101
Beck Bode LLC
Massachusetts
$1.92M +$211K +2,046 +12%
JIP
1102
Jaffetilchin Investment Partners
Florida
$1.92M -$44.2K -429 -2%
TWA
1103
TCI Wealth Advisors
Arizona
$1.92M -$66.8K -648 -3%
NED
1104
Nancy E. Dempze
$1.92M +$84.2K +816 +5%
LWAC
1105
Laurel Wealth Advisors (California)
California
$1.92M +$1.37M +13,266 +250%
GC
1106
Grace Capital
Massachusetts
$1.91M +$108K +1,050 +6%
OWA
1107
Octavia Wealth Advisors
Ohio
$1.91M +$93.8K +909 +5%
PIM
1108
Penobscot Investment Management
Massachusetts
$1.91M -$154K -1,490 -7%
CFA
1109
Carroll Financial Associates
North Carolina
$1.91M +$94.3K +921 +5%
IA
1110
IFP Advisors
Florida
$1.9M -$214K -2,065 -10%
TCA
1111
Transcend Capital Advisors
New Jersey
$1.9M +$215K +2,085 +13%
EA
1112
Ellsworth Advisors
Ohio
$1.89M +$42.2K +409 +2%
JSC
1113
Jackson Square Capital
California
$1.89M +$1.24M +12,064 +192%
FPB
1114
First PREMIER Bank
South Dakota
$1.89M +$1.34K +13 +0.1%
HVIA
1115
Hudson Valley Investment Advisors
New York
$1.89M -$15K -145 -0.8%
DWT
1116
Dorsey & Whitney Trust
South Dakota
$1.88M +$236K +2,292 +14%
RMAM
1117
Raab & Moskowitz Asset Management
New Jersey
$1.88M -$30K -291 -2%
LHC
1118
Little House Capital
Massachusetts
$1.87M +$47.5K +460 +3%
IWC
1119
Integrated Wealth Concepts
Massachusetts
$1.87M +$92.7K +899 +5%
NB
1120
Nicolet Bankshares
Wisconsin
$1.87M +$224K +2,173 +14%
HCM
1121
Hodges Capital Management
Texas
$1.87M -$103K -999 -5%
MBT
1122
Montecito Bank & Trust
California
$1.86M +$44.9K +435 +2%
BONH
1123
Bank of New Hampshire
New Hampshire
$1.86M +$333K +3,229 +22%
IF
1124
Intrua Financial
Texas
$1.86M -$609K -5,900 -25%
FL
1125
Fort LP
Maryland
$1.85M -$252K -2,441 -12%
43 44
45
46 47