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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 %
FC
1276
Forte Capital
New York
$924K -$72.4K -853 -7%
FMT
1277
First Mercantile Trust
Tennessee
$924K -$47.6K -561 -5%
FFWA
1278
FRG Family Wealth Advisors
Washington
$918K +$21.2K +250 +2%
ANRIA
1279
American National Registered Investment Advisor
Texas
$916K -$2.89K -34 -0.3%
ABP
1280
Arthur B. Page
$915K -$15.3K -180 -2%
WPW
1281
Waldron Private Wealth
Pennsylvania
$915K +$65.2K +769 +8%
WPP
1282
Whalerock Point Partners
Rhode Island
$912K +$29.7K +350 +3%
TAIM
1283
TD Ameritrade Investment Management
Nebraska
$911K +$155K +2,655 +21%
PIM
1284
Perpetual Investment Management
Australia
$906K – – –
CG
1285
Cutler Group
California
$906K +$78.7K +928 +10%
KJWM
1286
Kiley Juergens Wealth Management
Washington
$904K +$24.4K +288 +3%
BHA
1287
Beech Hill Advisors
New York
$902K – – –
FSA
1288
Fort Sheridan Advisors
Illinois
$902K +$3.23K +38 +0.4%
BCMO
1289
Buckingham Capital Management (Ohio)
Ohio
$899K -$5.09K -60 -0.6%
IAN
1290
Integrated Advisors Network
Texas
$895K -$3.01M -35,434 -77%
RCC
1291
Red Cedar Capital
Nebraska
$894K – – –
PWSG
1292
Pacific Wealth Strategies Group
California
$891K +$33.7K +397 +4%
BDFN
1293
Bond & Devick Financial Network
Minnesota
$889K – – –
ACA
1294
Atlas Capital Advisors
Wyoming
$886K +$19.1K +225 +2%
FANJ
1295
Financial Architects (New Jersey)
New Jersey
$886K +$11.2K +132 +1%
SFI
1296
SPC Financial Inc
Maryland
$885K – – –
HA
1297
Harfst & Associates
Wyoming
$884K +$1.7K +20 +0.2%
V
1298
VeraBank
Texas
$884K +$67.3K +793 +8%
RTC
1299
Riverview Trust Company
Washington
$883K – – –
RBA
1300
Richard Bernstein Advisors
New York
$882K – – –
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