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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 %
AF
1301
Advisornet Financial
Minnesota
$1.24M -$856K -8,297 -41%
TNA
1302
True North Advisors
Texas
$1.23M +$103 +1 +0%
IDBONY
1303
Israel Discount Bank of New York
New York
$1.23M -$66.5K -645 -5%
VIM
1304
Vista Investment Management
Pennsylvania
$1.23M -$4.64K -45 -0.4%
UFF
1305
USA Financial Formulas
Michigan
$1.23M +$1.14M +11,036 +1,298%
TBNY
1306
Trustco Bank (New York)
New York
$1.23M – – –
BWM
1307
BCGM Wealth Management
Indiana
$1.22M +$64.8K +628 +6%
STAS
1308
Strong Tower Advisory Services
Minnesota
$1.22M -$4.75K -46 -0.4%
CTFG
1309
Capstone Triton Financial Group
Oklahoma
$1.22M +$9.13K +88 +0.8%
BSW
1310
Buckingham Strategic Wealth
Missouri
$1.22M -$42.4K -411 -3%
CA
1311
Cornerstone Advisory
Maryland
$1.21M +$5.99K +58 +0.5%
CK
1312
Cohen Klingenstein
New York
$1.21M -$1.87M -18,084 -61%
FAIM
1313
Financial Advocates Investment Management
Washington
$1.21M +$18.8K +182 +2%
ANI
1314
American National Insurance
Texas
$1.21M -$10.1M -97,576 -89%
SHA
1315
Seneca House Advisors
Virginia
$1.2M +$322K +3,120 +36%
HIA
1316
Harbor Investment Advisory
Maryland
$1.2M +$103 +1 +0%
HA
1317
Herold Advisors
New York
$1.2M -$40.4K -392 -3%
HWM
1318
HB Wealth Management
Georgia
$1.2M +$1.2M +11,603 New
ZCA
1319
Zeke Capital Advisors
Pennsylvania
$1.19M -$63.8K -618 -5%
MGP
1320
Metis Global Partners
California
$1.19M +$1.19M +11,499 New
FMBTD
1321
First Midwest Bank Trust Division
Illinois
$1.18M +$22.6K +219 +2%
NFG
1322
Next Financial Group
Texas
$1.18M +$237K +2,302 +25%
HWIS
1323
Hancock Whitney Investment Services
Louisiana
$1.18M +$1.18M +11,410 New
FSA
1324
Fort Sheridan Advisors
Illinois
$1.18M +$86.2K +836 +8%
Jones Financial Companies
1325
Jones Financial Companies
Missouri
$1.17M -$69.4K -673 -6%
51 52
53
54 55