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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 %
BFS
1451
Bickling Financial Services
Massachusetts
$898K +$4.65K +45 +0.5%
BC
1452
Bartlett & Co
Ohio
$897K -$91.8K -890 -9%
BCWM
1453
Bartlett & Co Wealth Management
Ohio
$897K -$91.8K -890 -9%
FF
1454
FourThought Financial
Florida
$895K -$38.2K -370 -4%
PAM
1455
Palisade Asset Management
Minnesota
$893K +$6.81K +66 +0.8%
OWA
1456
Outlook Wealth Advisors
Texas
$890K +$10.8K +105 +1%
IRC
1457
Investors Research Corp
Georgia
$889K – – –
LWA
1458
Lineweaver Wealth Advisors
Ohio
$888K +$323K +3,136 +57%
WC
1459
Westhampton Capital
North Carolina
$880K – – –
GPA
1460
Garrison Point Advisors
California
$880K – – –
1IA
1461
1620 Investment Advisors
Massachusetts
$880K +$880K +8,530 New
QI
1462
Qtron Investments
Massachusetts
$879K +$879K +8,524 New
CC
1463
Corsicana & Co
Texas
$877K -$7.22K -70 -0.8%
SAM
1464
Simplify Asset Management
Nevada
$876K +$876K +8,492 New
PCA
1465
Private Capital Advisors
Connecticut
$872K – – –
VBCG
1466
Valley Brook Capital Group
Pennsylvania
$870K – – –
PWPS
1467
Pinnacle Wealth Planning Services
Ohio
$870K +$55.6K +539 +7%
MIH
1468
Meitav Investment House
Israel
$868K – – –
BFM
1469
Boston Financial Management
Massachusetts
$866K -$129K -1,250 -13%
NIC
1470
Northwest Investment Counselors
Oregon
$862K +$51.6K +500 +6%
APC
1471
Aspire Private Capital
North Carolina
$859K +$55.4K +537 +7%
MAA
1472
Mraz Amerine & Associates
California
$856K – – –
WP
1473
WMS Partners
Maryland
$855K +$80K +775 +10%
WAP
1474
Wealthcare Advisory Partners
Pennsylvania
$854K +$85.6K +829 +11%
Wealth Enhancement Advisory Services
1475
Wealth Enhancement Advisory Services
Minnesota
$853K -$936K -8,784 -52%
57 58
59
60 61