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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 %
MTC
1701
McDaniel Terry & Co
Texas
$493K +$126K +1,221 +34%
EI
1702
Ellevest Inc
New York
$492K +$38.8K +376 +9%
OIA
1703
Optimum Investment Advisors
Illinois
$491K – – –
CSPIA
1704
Cary Street Partners Investment Advisory
Virginia
$491K +$45.5K +441 +10%
LA
1705
Legacy Advisors
Pennsylvania
$491K +$98K +949 +25%
APWM
1706
Atlas Private Wealth Management
New York
$490K -$10.3K -100 -2%
MIP
1707
Marietta Investment Partners
Wisconsin
$490K – – –
BFA
1708
Benedict Financial Advisors
Georgia
$490K +$2.06K +20 +0.4%
RIA
1709
Richwood Investment Advisors
Ohio
$487K +$487K +4,717 New
PPWM
1710
PFG Private Wealth Management
Florida
$486K +$15.9K +154 +3%
SCFS
1711
S.C. Financial Services
Arizona
$481K +$481K +4,571 New
SFA
1712
Souders Financial Advisors
Ohio
$480K -$3.14M -30,412 -87%
JPLA
1713
Joseph P. Lucia & Associates
New York
$478K -$150K -1,452 -24%
AIP
1714
Almanack Investment Partners
Pennsylvania
$477K -$9.28K -90 -2%
RB
1715
Rodgers Brothers
Pennsylvania
$476K -$7.43K -72 -2%
PFSC
1716
Peoples Financial Services Corp
Pennsylvania
$476K – – –
FWSM
1717
First Wilshire Securities Management
California
$475K – – –
CWM
1718
Cadence Wealth Management
Massachusetts
$474K – – –
PCM
1719
Pennsylvania Capital Management
Pennsylvania
$472K +$472K +4,575 New
MS
1720
Madden Securities
Texas
$465K -$32.3K -313 -6%
AG
1721
Appleton Group
Wisconsin
$465K -$1.65K -16 -0.4%
SMF
1722
Sterling Manor Financial
New York
$465K +$465K +4,511 New
DWM
1723
Defined Wealth Management
Oregon
$462K – – –
SFM
1724
Signet Financial Management
New Jersey
$460K -$40.2K -389 -8%
JCM
1725
J2 Capital Management
Michigan
$460K +$460K +4,456 New
67 68
69
70 71