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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 %
CA
1551
CGN Advisors
Kansas
$705K +$10.1K +98 +1%
MAG
1552
MRA Advisory Group
New Jersey
$705K +$75.8K +735 +12%
CPC
1553
Congress Park Capital
New York
$701K – – –
SMA
1554
Sage Mountain Advisors
Georgia
$701K +$27.9K +270 +4%
EB
1555
Eastern Bank
Massachusetts
$699K -$355K -3,432 -34%
JFA
1556
JNBA Financial Advisors
Minnesota
$699K – – –
CWM
1557
Connecticut Wealth Management
Connecticut
$698K +$81.1K +786 +13%
JWA
1558
JFS Wealth Advisors
Pennsylvania
$697K -$52.9K -512 -7%
ZF
1559
Zhang Financial
Michigan
$689K +$689K +6,682 New
AFP
1560
Ausdal Financial Partners
Iowa
$688K -$5.47K -53 -0.8%
CNBTD
1561
Citizens National Bank Trust Department
Mississippi
$683K – – –
CFS
1562
CRA Financial Services
New Jersey
$683K +$38.4K +372 +6%
WIM
1563
Westside Investment Management
California
$680K -$13K -1,165 -2%
HFG
1564
Heron Financial Group
New York
$677K +$45.7K +430 +7%
MF
1565
Meridian Financial
Massachusetts
$675K +$675K +6,540 New
WOSD
1566
WFA of San Diego
California
$671K -$15.3K -148 -2%
DG
1567
DMC Group
Alabama
$671K +$671K +6,288 New
GIA
1568
Guyasuta Investment Advisors
Pennsylvania
$670K – – –
FBC
1569
Fairfield, Bush & Co
Connecticut
$666K +$103 +1 +0%
AIM
1570
Aspen Investment Management
Michigan
$666K +$203K +1,968 +44%
IP
1571
Ignite Planners
California
$666K +$666K +6,352 New
CAG
1572
Csenge Advisory Group
Florida
$664K -$55.5K -676 -8%
TCWM
1573
Total Clarity Wealth Management
Illinois
$664K -$103 -1 -0%
WP
1574
WealthSource Partners
California
$663K -$227K -2,198 -25%
AAM
1575
Aureus Asset Management
Massachusetts
$663K +$4.12K +40 +0.6%
61 62
63
64 65