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CVS Health
CVS

Overview Fund Activity

2,023 hedge funds and large institutions have $74.6B invested in CVS Health in 2021 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 978 increasing their positions, 678 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,023
Holders Change
+60
Holders Change %
+3.06%
% of All Funds
35.62%
Holding in Top 10
75
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+25%
% of All Funds
1.32%
New
184
Increased
978
Reduced
678
Closed
104
Calls
$1.36B
Puts
$1.56B
Net Calls
-$193M
Net Calls Change
-$716M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$338M
2
Capital World Investors
Capital World Investors
California
+$190M
3
BlackRock
BlackRock
New York
+$157M
4
Renaissance Technologies
Renaissance Technologies
New York
+$135M
5
MWNA
Marshall Wace North America
New York
+$92.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$352M
2
VVP
Vulcan Value Partners
Alabama
-$242M
3
Franklin Resources
Franklin Resources
California
-$221M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$196M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
1526
Wilbanks Smith & Thomas Asset Management
Virginia
$451K +$69K +916 +18%
Fiera Capital (Canada)
1527
Fiera Capital (Canada)
Quebec, Canada
$450K -$7.51K -100 -2%
FNBOO
1528
First National Bank of Omaha
Nebraska
$450K – – –
MCM
1529
Manchester Capital Management
Vermont
$446K +$218K +2,900 +96%
AWM
1530
Apollon Wealth Management
South Carolina
$444K -$310K -4,119 -41%
CWM
1531
Connecticut Wealth Management
Connecticut
$444K +$225 +3 +0.1%
AP
1532
Atwood & Palmer
Missouri
$442K +$41.5K +551 +10%
HFG
1533
Heron Financial Group
New York
$441K -$1.34K -18 -0.3%
MW
1534
Marcum Wealth
Ohio
$441K +$441K +5,864 New
CBT
1535
CoreFirst Bank & Trust
Kansas
$440K – – –
ACA
1536
Atlas Capital Advisors
Wyoming
$434K +$32.7K +435 +8%
CH
1537
Canton Hathaway
Rhode Island
$433K – – –
GLA
1538
Good Life Advisors
Pennsylvania
$432K -$25.8K -341 -6%
FNBOH
1539
First National Bank of Hutchinson
Kansas
$430K +$188K +2,503 +78%
CC
1540
Cannell & Co
New York
$429K +$74.5K +990 +21%
I2I
1541
Insight 2811 Inc
Illinois
$428K -$3.01K -40 -0.7%
SFSIG
1542
San Francisco Sentry Investment Group
California
$428K +$10.1K +135 +2%
WLIM
1543
White Lighthouse Investment Management
Massachusetts
$427K +$5.71K +76 +1%
MWA
1544
Meridian Wealth Advisors
Texas
$424K -$2.94K -39 -0.7%
TNAM
1545
Terra Nova Asset Management
New York
$420K -$213K -2,829 -34%
CIC
1546
Crawford Investment Counsel
Georgia
$420K -$117K -1,556 -22%
CPA
1547
Clear Perspective Advisors
Illinois
$420K -$62.1K -825 -13%
KFP
1548
Keystone Financial Planning
Ohio
$420K – – –
AFG
1549
Affinia Financial Group
Massachusetts
$420K +$420K +5,018 New
CA
1550
Crumly & Associates
Illinois
$419K +$71.8K +954 +21%
60 61
62
63 64