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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 %
PIM
1351
Perpetual Investment Management
Australia
$1.12M +$22.7K +220 +2%
PWA
1352
Providence Wealth Advisors
Illinois
$1.12M +$57.6K +552 +5%
RB
1353
Renasant Bank
Mississippi
$1.11M +$73.2K +710 +7%
FFWA
1354
FRG Family Wealth Advisors
Washington
$1.11M -$2.58K -25 -0.2%
ANRIA
1355
American National Registered Investment Advisor
Texas
$1.11M -$309 -3 -0%
PWM
1356
Prentice Wealth Management
New York
$1.11M -$16.7K -162 -1%
PP
1357
Patten & Patten
Tennessee
$1.11M -$85.5K -829 -7%
GSWM
1358
Greenup Street Wealth Management
Michigan
$1.11M +$1.11M +10,770 New
MG
1359
Mather Group
Illinois
$1.1M +$797K +7,726 +261%
MPM
1360
MBB Public Markets
Illinois
$1.1M +$1.1M +10,662 New
Massachusetts Financial Services
1361
Massachusetts Financial Services
Massachusetts
$1.1M -$31.1K -301 -3%
GA
1362
GFS Advisors
Texas
$1.1M +$51.6K +500 +5%
BHA
1363
Beech Hill Advisors
New York
$1.1M – – –
FFWM
1364
Future Financial Wealth Management
Ohio
$1.09M +$313 +3 +0%
MAM
1365
Morse Asset Management
Connecticut
$1.09M +$1.09M +10,560 New
WKWM
1366
Walter & Keenan Wealth Management
Indiana
$1.09M -$495K -4,800 -31%
RCC
1367
Red Cedar Capital
Nebraska
$1.09M – – –
BDFN
1368
Bond & Devick Financial Network
Minnesota
$1.08M – – –
MSFP
1369
Mark Sheptoff Financial Planning
Connecticut
$1.08M +$68.7K +666 +7%
SRG
1370
SBB Research Group
Illinois
$1.08M +$1.08M +10,434 New
SFI
1371
SPC Financial Inc
Maryland
$1.08M – – –
NCM
1372
Northside Capital Management
Oregon
$1.07M -$77.5K -751 -7%
BCMO
1373
Buckingham Capital Management (Ohio)
Ohio
$1.07M -$20K -194 -2%
BMM
1374
Buffington Mohr McNeal
Idaho
$1.06M +$429K +4,155 +68%
LP
1375
LMR Partners
United Kingdom
$1.06M +$1.06M +10,270 New
53 54
55
56 57