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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 %
CGL
1326
Clarius Group LLC
Washington
$1.17M +$31.6K +306 +3%
PHIC
1327
Pine Haven Investment Counsel
Massachusetts
$1.17M +$1.17M +11,355 New
GEA
1328
Glen Eagle Advisors
New Jersey
$1.17M -$42.2K -409 -3%
PMA
1329
Prudent Man Advisors
Illinois
$1.17M -$206K -1,995 -15%
FFA
1330
Founders Financial Alliance
North Carolina
$1.16M +$31.5K +305 +3%
1SB
1331
1ST Source Bank
Indiana
$1.16M -$3.2K -31 -0.3%
MAWAG
1332
Mid-American Wealth Advisory Group
Missouri
$1.16M +$1.16M +11,244 New
ARC
1333
Advisor Resource Council
Texas
$1.16M +$1.16M +11,242 New
CF
1334
Centaurus Financial
California
$1.16M +$21.9K +212 +2%
S
1335
SimplyRich
California
$1.16M +$103 +1 +0%
KA
1336
Kovack Advisors
Florida
$1.15M +$333K +3,231 +41%
VFA
1337
Voya Financial Advisors
Connecticut
$1.15M +$25.3K +244 +2%
WA
1338
WBH Advisory
Maryland
$1.15M +$206 +2 +0%
ABP
1339
Arthur B. Page
$1.15M +$35.1K +340 +3%
PWSG
1340
Pacific Wealth Strategies Group
California
$1.14M +$55.6K +539 +5%
WPP
1341
Whalerock Point Partners
Rhode Island
$1.14M +$30.5K +296 +3%
LWM
1342
Laidlaw Wealth Management
New York
$1.14M +$1.14M +11,031 New
AIM
1343
Arcadia Investment Management
Michigan
$1.14M – – –
KJWM
1344
Kiley Juergens Wealth Management
Washington
$1.13M +$32.8K +318 +3%
V
1345
VeraBank
Texas
$1.13M +$57.3K +556 +5%
WPW
1346
Waldron Private Wealth
Pennsylvania
$1.13M +$18.6K +180 +2%
GFS
1347
GYL Financial Synergies
Connecticut
$1.13M -$27.5K -266 -2%
CCA
1348
Checchi Capital Advisers
California
$1.13M +$84.1K +815 +8%
LWCFA
1349
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.13M -$239K -2,314 -18%
CA
1350
Claro Advisors
Massachusetts
$1.13M +$107K +1,042 +11%
52 53
54
55 56