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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 %
BA
1451
Bristlecone Advisors
Washington
$581K -$27.8K -328 -5%
SLG
1452
Stanley-Laman Group
Pennsylvania
$580K – – –
CPC
1453
Congress Park Capital
New York
$577K – – –
VHAM
1454
Van Hulzen Asset Management
California
$576K – – –
CCM
1455
Chiron Capital Management
Florida
$575K -$144K -1,690 -20%
JFA
1456
JNBA Financial Advisors
Minnesota
$575K – – –
CCM
1457
Chickasaw Capital Management
Tennessee
$575K – – –
VCM
1458
Virtue Capital Management
Tennessee
$574K -$79.4K -936 -12%
IWP
1459
Icon Wealth Partners
Texas
$572K – – –
AFP
1460
Ausdal Financial Partners
Iowa
$571K -$4.93K -58 -0.9%
CA
1461
CGN Advisors
Kansas
$571K +$38.2K +450 +7%
AWM
1462
Aries Wealth Management
Maine
$569K +$9.34K +110 +2%
RFN
1463
RDA Financial Network
Iowa
$569K +$75.9K +895 +15%
WOSD
1464
WFA of San Diego
California
$565K +$19.4K +229 +4%
PPP
1465
Private Portfolio Partners
New Jersey
$565K -$8.74K -103 -2%
RFO
1466
RiverGlades Family Offices
Florida
$564K – – –
CNBTD
1467
Citizens National Bank Trust Department
Mississippi
$562K +$7.64K +90 +1%
CC
1468
Copperleaf Capital
North Carolina
$559K +$10.3K +122 +2%
CFN
1469
Cordasco Financial Network
Florida
$557K +$20.5K +241 +4%
SFP
1470
Shepherd Financial Partners
Massachusetts
$553K -$8.06K -95 -1%
SMA
1471
Sage Mountain Advisors
Georgia
$553K +$9.92K +117 +2%
NP
1472
NorthRock Partners
Minnesota
$552K +$139K +1,642 +34%
GIA
1473
Guyasuta Investment Advisors
Pennsylvania
$551K +$191K +2,250 +53%
BHBT
1474
Burke & Herbert Bank & Trust
Virginia
$550K -$3.05K -36 -0.6%
FBC
1475
Fairfield, Bush & Co
Connecticut
$548K +$85 +1 +0%
57 58
59
60 61