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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 %
NFC
1501
Northeast Financial Consultants
Connecticut
$510K – – –
CWM
1502
Connecticut Wealth Management
Connecticut
$508K +$6.2K +73 +1%
CC
1503
Cannell & Co
New York
$505K +$17K +200 +3%
SAM
1504
Smithbridge Asset Management
Pennsylvania
$505K +$42.3K +498 +9%
UBV
1505
United Bank (Virginia)
Virginia
$505K +$72.2K +850 +17%
HFG
1506
Heron Financial Group
New York
$504K – – –
SIC
1507
Samalin Investment Counsel
New York
$504K +$9.08K +107 +2%
IIA
1508
ICW Investment Advisors
Arizona
$503K -$23.7K -279 -4%
B
1509
Barings
North Carolina
$502K -$70.6K -832 -12%
ECM
1510
Exchange Capital Management
Michigan
$500K -$163K -1,925 -25%
PWS
1511
Precision Wealth Strategies
Missouri
$499K +$209K +2,461 +72%
MSA
1512
Marino Stram & Associates
Massachusetts
$499K +$499K +5,875 New
CIC
1513
Crawford Investment Counsel
Georgia
$498K +$44.5K +525 +10%
CBT
1514
CoreFirst Bank & Trust
Kansas
$496K – – –
HI
1515
Humankind Investments
New York
$496K +$50.7K +597 +11%
VAM
1516
Verity Asset Management
North Carolina
$490K -$38.2K -450 -7%
GIA
1517
Gladstone Institutional Advisory
Florida
$488K -$283K -3,342 -37%
BG
1518
Bahl & Gaynor
Ohio
$487K – – –
GWS
1519
Glassman Wealth Services
Virginia
$487K +$26.4K +311 +6%
GLA
1520
Good Life Advisors
Pennsylvania
$486K -$23.6K -278 -5%
ACS
1521
Archford Capital Strategies
Illinois
$485K +$40.4K +476 +9%
AIA
1522
Angeles Investment Advisors
California
$485K +$485K +5,719 New
PCS
1523
Personal CFO Solutions
New Jersey
$484K +$160K +1,889 +49%
TCM
1524
Traynor Capital Management
Pennsylvania
$480K -$160K -1,889 -25%
LB
1525
Leo Brokerage
Texas
$479K -$11.5K -136 -2%
59 60
61
62 63