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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 %
SG
1251
StoneX Group
New York
$1.35M +$181K +1,755 +15%
CAGAS
1252
Capital Advisory Group Advisory Services
Minnesota
$1.35M -$202K -1,963 -13%
MFA
1253
Mayflower Financial Advisors
Massachusetts
$1.34M +$26.8K +260 +2%
CFGS
1254
Concourse Financial Group Securities
Alabama
$1.34M +$46.6K +452 +4%
PP
1255
Paloma Partners
Connecticut
$1.34M +$1.34M +12,940 New
DBRC
1256
D.B. Root & Company
Pennsylvania
$1.33M -$23.1K -224 -2%
BMC
1257
Beaton Management Company
Massachusetts
$1.33M – – –
WJWM
1258
Williams Jones Wealth Management
New York
$1.33M +$65.3K +633 +5%
CHJWM
1259
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.33M -$20.6K -200 -2%
MIG
1260
McGuire Investment Group
Rhode Island
$1.33M -$303K -2,941 -19%
AWM
1261
Altium Wealth Management
New York
$1.32M +$113K +1,096 +9%
DLHL
1262
Donald L. Hagan LLC
Florida
$1.32M +$32K +310 +2%
CWS
1263
Confluence Wealth Services
Pennsylvania
$1.32M +$1.32M +12,782 New
GWCM
1264
Godshalk Welsh Capital Management
Pennsylvania
$1.32M – – –
WPC
1265
White Pine Capital
Minnesota
$1.31M – – –
CF
1266
Copperwynd Financial
Arizona
$1.31M +$619 +6 +0%
CA
1267
Clearstead Advisors
Ohio
$1.31M +$116K +1,121 +10%
CHAM
1268
Clear Harbor Asset Management
Connecticut
$1.31M -$9.28K -90 -0.7%
TAM
1269
Trust Asset Management
Texas
$1.31M – – –
OPS
1270
Orion Portfolio Solutions
Nebraska
$1.3M +$144K +1,395 +12%
BAS
1271
Brown Advisory Securities
Maryland
$1.3M -$2.6M -25,204 -67%
AI
1272
AXS Investments
New York
$1.3M +$1.3M +12,609 New
AT
1273
Arden Trust
Delaware
$1.3M -$54.5K -528 -4%
IAN
1274
Integrated Advisors Network
Texas
$1.3M +$208K +2,021 +19%
SIM
1275
Sentry Investment Management
Wisconsin
$1.29M +$24.8K +240 +2%
49 50
51
52 53