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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 %
RFN
1626
RDA Financial Network
Iowa
$341K +$78.4K +1,042 +30%
CWP
1627
Concord Wealth Partners
Virginia
$341K +$123K +1,642 +57%
SS
1628
Simplicity Solutions
Minnesota
$338K -$3.6M -47,884 -91%
T
1629
TOBAM
France
$337K – – –
DWM
1630
Defined Wealth Management
Oregon
$337K – – –
DTC
1631
Davidson Trust Company
Washington
$336K +$4.5K +60 +1%
NFG
1632
Nations Financial Group
Iowa
$334K +$72.8K +967 +28%
LJAC
1633
L.J. Altfest & Co
New York
$333K +$8.57K +114 +3%
PA
1634
Procyon Advisors
Connecticut
$332K -$35.3K -469 -10%
TA
1635
Tiedemann Advisors
New York
$331K +$7.26K +97 +2%
HPWM
1636
Highland Private Wealth Management
Washington
$328K +$6.76K +90 +2%
QCIG
1637
Quad-Cities Investment Group
Iowa
$327K +$75 +1 +0%
ATWA
1638
Arbor Trust Wealth Advisors
Michigan
$327K +$228 +3 +0.1%
CL
1639
Choreo LLC
Illinois
$326K +$75.3K +1,000 +30%
OIA
1640
Optimum Investment Advisors
Illinois
$325K -$45.9K -610 -12%
EAMA
1641
EFG Asset Management (Americas)
Florida
$325K +$52.1K +693 +19%
FAM
1642
Fenimore Asset Management
New York
$325K +$325K +4,322 New
ODCM
1643
Old Dominion Capital Management
Virginia
$324K +$324K +4,312 New
NP
1644
NorthRock Partners
Minnesota
$321K +$16.9K +224 +6%
GIA
1645
Guyasuta Investment Advisors
Pennsylvania
$319K -$588K -7,825 -65%
KLCM
1646
KG&L Capital Management
Louisiana
$318K -$2.18K -29 -0.7%
HCA
1647
Heck Capital Advisors
Wisconsin
$318K -$7.82K -104 -2%
FPCG
1648
Fort Pitt Capital Group
Pennsylvania
$317K +$278K +3,703 +723%
MAM
1649
MMA Asset Management
Pennsylvania
$316K +$8.74K +116 +3%
FIB
1650
First Interstate Bancsystem
Montana
$314K +$314K +4,166 New
64 65
66
67 68