CVS icon

CVS Health
CVS

Overview Fund Activity

2,064 hedge funds and large institutions have $86.2B invested in CVS Health in 2021 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 939 increasing their positions, 733 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,064
Holders Change
+8
Holders Change %
+0.39%
% of All Funds
36.25%
Holding in Top 10
93
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.71%
% of All Funds
1.63%
New
118
Increased
939
Reduced
733
Closed
85
Calls
$1.97B
Puts
$2.17B
Net Calls
-$195M
Net Calls Change
-$171M

Top Buyers

1
Invesco
Invesco
Georgia
+$394M
2
Capital World Investors
Capital World Investors
California
+$379M
3
VAM
Veritas Asset Management
United Kingdom
+$252M
4
Goldman Sachs
Goldman Sachs
New York
+$186M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$184M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$420M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$196M
3
BlackRock
BlackRock
New York
-$161M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
5
Northern Trust
Northern Trust
Illinois
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
1226
Williams Jones Wealth Management
New York
$1.04M +$51.1K +602 +5%
SIM
1227
Sentry Investment Management
Wisconsin
$1.04M -$152K -1,789 -13%
BOH
1228
Bank of Hawaii
Hawaii
$1.04M +$91.8K +1,081 +10%
BSW
1229
Buckingham Strategic Wealth
Missouri
$1.03M +$120K +1,414 +13%
ZCA
1230
Zeke Capital Advisors
Pennsylvania
$1.03M +$249K +2,933 +32%
MFW
1231
Meristem Family Wealth
Minnesota
$1.03M +$414K +4,876 +67%
Credit Agricole
1232
Credit Agricole
France
$1.03M – – –
SAM
1233
Secure Asset Management
Michigan
$1.02M -$112K -1,318 -10%
GFPC
1234
Global Financial Private Client
Florida
$1.02M +$23.8K +283 +2%
Jones Financial Companies
1235
Jones Financial Companies
Missouri
$1.02M +$26.7K +314 +3%
CTFG
1236
Capstone Triton Financial Group
Oklahoma
$1.02M -$67.6K -771 -6%
HA
1237
Herold Advisors
New York
$1.02M +$1.02M +12,031 New
SACTSONJ
1238
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.02M – – –
HIC
1239
Holderness Investments Company
North Carolina
$1.02M +$65.3K +770 +7%
TNA
1240
True North Advisors
Texas
$1.02M -$4.41K -52 -0.4%
PGIM
1241
Pacific Global Investment Management
California
$1.01M +$10.4K +122 +1%
VIM
1242
Vista Investment Management
Pennsylvania
$1.01M -$9.51K -112 -0.9%
WWM
1243
Windsor Wealth Management
Indiana
$1.01M +$75.7K +900 +8%
TBNY
1244
Trustco Bank (New York)
New York
$1.01M – – –
BWM
1245
BCGM Wealth Management
Indiana
$1M +$95.3K +1,068 +11%
GEA
1246
Glen Eagle Advisors
New Jersey
$998K +$11.5K +136 +1%
APG
1247
Abacus Planning Group
South Carolina
$996K +$39.7K +468 +4%
AWM
1248
Altium Wealth Management
New York
$996K +$96.9K +1,142 +11%
CA
1249
Cornerstone Advisory
Maryland
$991K +$3.06K +36 +0.3%
HIA
1250
Harbor Investment Advisory
Maryland
$989K +$52.4K +618 +6%
48 49
50
51 52