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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 %
BFA
1551
Bragg Financial Advisors
North Carolina
$441K +$9.77K +115 +2%
EGA
1552
E&G Advisors
Texas
$439K +$439K +5,177 New
I2I
1553
Insight 2811 Inc
Illinois
$438K -$73.3K -863 -14%
BMWM
1554
Brown Miller Wealth Management
Virginia
$438K +$3.05K +36 +0.7%
NERM
1555
New England Research & Management
Illinois
$437K -$1.1M -12,965 -72%
SFA
1556
Semmax Financial Advisors
North Carolina
$433K -$41.3K -486 -9%
SAM
1557
Summit Asset Management
Tennessee
$433K – – –
SXL
1558
Summit X LLC
Missouri
$430K -$3.61K -43 -0.8%
ODCM
1559
Old Dominion Capital Management
Virginia
$430K +$46.3K +546 +12%
CIC
1560
Chase Investment Counsel
Virginia
$425K – – –
SCM
1561
Sterneck Capital Management
Missouri
$425K – – –
RM
1562
Resource Management
Louisiana
$425K +$53.3K +628 +14%
BFPW
1563
BOK Financial Private Wealth
Colorado
$425K +$111K +1,314 +36%
GFP
1564
Gryphon Financial Partners
Ohio
$424K -$12.1K -142 -3%
MA
1565
MCF Advisors
Kentucky
$418K +$14.4K +170 +4%
UAML
1566
US Asset Management LLC
Pennsylvania
$418K +$418K +4,931 New
QP
1567
Quilter Plc
United Kingdom
$415K -$137K -1,613 -25%
CB
1568
CNB Bank
Pennsylvania
$414K -$39.1K -461 -9%
DDC
1569
DF Dent & Co
Maryland
$414K -$11.5K -136 -3%
LA
1570
LexAurum Advisors
Kansas
$414K +$24.6K +290 +6%
WMA
1571
Wealth Management Associates
New Jersey
$414K +$11.9K +140 +3%
APWM
1572
Atlas Private Wealth Management
New York
$412K -$91.3K -1,075 -18%
AGA
1573
Accuvest Global Advisors
Utah
$412K +$40.9K +471 +11%
WFI
1574
West Family Investments
California
$411K +$52.9K +624 +15%
SFM
1575
Signet Financial Management
New Jersey
$411K +$411K +4,844 New
61 62
63
64 65