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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 %
EWM
1201
Elmwood Wealth Management
California
$1.54M +$1.54M +14,888 New
PG
1202
Proffitt & Goodson
Tennessee
$1.52M -$27.1K -263 -2%
AWMT
1203
AAFMAA Wealth Management & Trust
North Carolina
$1.51M -$10.3K -100 -0.7%
FFM
1204
Forum Financial Management
Illinois
$1.51M +$1.51M +14,635 New
RBFC
1205
Roman Butler Fullerton & Co
Missouri
$1.51M -$10.3K -100 -0.7%
PCA
1206
Peddock Capital Advisors
Massachusetts
$1.5M +$39K +378 +3%
4WM
1207
44 Wealth Management
Oregon
$1.5M +$112K +1,088 +8%
BJL
1208
Brighton Jones LLC
Washington
$1.5M -$10K -97 -0.7%
HWA
1209
Heritage Wealth Advisors
Virginia
$1.5M – – –
FCA
1210
FinTrust Capital Advisors
South Carolina
$1.5M +$143K +1,386 +11%
PPW
1211
Pinnacle Private Wealth
Massachusetts
$1.5M +$1.5M +14,513 New
MA
1212
MONECO Advisors
Connecticut
$1.49M -$17.6K -162 -1%
SW
1213
SteelPeak Wealth
California
$1.49M +$1.49M +14,465 New
KOC
1214
Koss-Olinger Consulting
Florida
$1.49M -$447K -4,334 -23%
Koshinski Asset Management
1215
Koshinski Asset Management
Illinois
$1.49M +$95.5K +926 +7%
TIAM2
1216
Tru Independence Asset Management 2
Oregon
$1.48M +$1.48M +14,348 New
PI
1217
Pettee Investors
Connecticut
$1.48M +$108K +1,050 +8%
KA
1218
Kintegral Advisory
New York
$1.48M – – –
A
1219
Astrantus
Cyprus
$1.48M +$1.48M +14,300 New
AWM
1220
Alterna Wealth Management
Texas
$1.47M +$1.47M +14,275 New
GAG
1221
GM Advisory Group
New York
$1.47M – – –
CAAS
1222
Capital Asset Advisory Services
Michigan
$1.47M +$28.4K +275 +2%
KCM
1223
Knoll Capital Management
Florida
$1.46M – – –
WMSA
1224
Weiss Multi-Strategy Advisers
New York
$1.46M -$3.94M -38,183 -73%
EML
1225
Eos Management LP
New York
$1.46M – – –
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