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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 %
MS
1576
Madden Securities
Texas
$409K -$121K -1,425 -23%
MCP
1577
Mirador Capital Partners
California
$407K -$8.49K -100 -2%
LFASL
1578
Lugano Financial Advisors SA (LFA)
Switzerland
$407K – – –
OIA
1579
Optimum Investment Advisors
Illinois
$404K – – –
HCP
1580
Hexagon Capital Partners
Arkansas
$403K -$4.08K -48 -1%
MIP
1581
Marietta Investment Partners
Wisconsin
$403K – – –
VIMU
1582
Veritas Investment Management (UK)
United Kingdom
$403K – – –
BFA
1583
Benedict Financial Advisors
Georgia
$401K +$86.5K +1,020 +28%
PFA
1584
Paradigm Financial Advisors
Missouri
$400K -$35.3K -415 -8%
CIC
1585
Carnegie Investment Counsel
Ohio
$400K – – –
AIP
1586
Almanack Investment Partners
Pennsylvania
$400K +$51.1K +603 +15%
RB
1587
Rodgers Brothers
Pennsylvania
$398K – – –
SCM
1588
Salem Capital Management
Massachusetts
$395K -$38.2K -450 -9%
SF
1589
Summit Financial
New Jersey
$393K +$85.4K +1,006 +28%
PFSC
1590
Peoples Financial Services Corp
Pennsylvania
$392K – – –
FWSM
1591
First Wilshire Securities Management
California
$391K – – –
VCM
1592
Vigilant Capital Management
Maine
$391K +$59.5K +701 +18%
CWM
1593
Cadence Wealth Management
Massachusetts
$390K – – –
PPWM
1594
PFG Private Wealth Management
Florida
$386K +$8.99K +106 +2%
ASFA
1595
All Season Financial Advisors
Colorado
$385K +$385K +4,536 New
AG
1596
Appleton Group
Wisconsin
$384K -$11.2K -132 -3%
BWP
1597
BSW Wealth Partners
Colorado
$384K +$49.1K +578 +15%
WDC
1598
Woodward Diversified Capital
California
$383K -$30.8K -363 -7%
GL
1599
Graypoint LLC
New York
$381K +$13.2K +156 +4%
AIM
1600
Aspen Investment Management
Michigan
$381K +$381K +4,488 New
62 63
64
65 66