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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 %
VT
1501
Vise Technologies
New York
$800K +$800K +7,754 New
FMLI
1502
Fukoku Mutual Life Insurance
Japan
$794K +$26.8K +260 +3%
FCFC
1503
First Commonwealth Financial Corp
Pennsylvania
$792K -$1.24K -12 -0.2%
F
1504
F3Logic
Minnesota
$791K -$23.2K -224 -3%
SWA
1505
Stratos Wealth Advisors
Ohio
$787K +$167K +1,623 +27%
SOAMC
1506
Spirit of America Management Corp
New York
$785K – – –
AWM
1507
Altavista Wealth Management
North Carolina
$783K -$4.33K -42 -0.6%
BCAM
1508
Boston Common Asset Management
Massachusetts
$776K +$121K +1,173 +18%
LFM
1509
LGT Fund Management
Liechtenstein
$774K +$774K +7,500 New
VCM
1510
Virtue Capital Management
Tennessee
$772K +$73.8K +715 +11%
FMB
1511
Field & Main Bank
Kentucky
$771K +$12.9K +125 +2%
MWA
1512
Meridian Wealth Advisors
Texas
$770K -$4.33K -42 -0.6%
VCG
1513
Vantage Consulting Group
Virginia
$769K -$82K -794 -10%
SA
1514
Syntax Advisors
New York
$769K +$769K +7,450 New
IFWM
1515
Institute for Wealth Management
Colorado
$764K +$33.6K +326 +5%
IIM
1516
InTrack Investment Management
Vermont
$763K -$10.5K -102 -1%
COF
1517
Capital One Financial
Virginia
$762K – – –
CFD
1518
Creative Financial Designs
Indiana
$753K -$677K -6,562 -47%
BHB
1519
Bank Hapoalim BM
Israel
$753K -$83K -805 -10%
TC
1520
Truvestments Capital
Florida
$750K +$12.3K +119 +2%
PCS
1521
Personal CFO Solutions
New Jersey
$748K +$159K +1,539 +27%
CRWM
1522
Castle Rock Wealth Management
California
$747K -$18.4K -181 -2%
CWM
1523
Congress Wealth Management
Massachusetts
$747K +$747K +7,242 New
BEI
1524
Benjamin Edwards Inc
Missouri
$746K +$406K +3,938 +120%
MW
1525
Marcum Wealth
Ohio
$745K +$4.33K +42 +0.6%
59 60
61
62 63