CVS icon

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 %
AMIM
1726
Aull & Monroe Investment Management
Alabama
$264K +$3.77K +50 +1%
EWM
1727
Evermay Wealth Management
Virginia
$264K +$5.27K +70 +2%
RWMH
1728
Riverpoint Wealth Management Holdings
Illinois
$263K +$528 +7 +0.2%
ICM
1729
Islay Capital Management
Texas
$261K -$91.1K -1,211 -26%
CSIC
1730
Clifford Swan Investment Counsel
California
$261K +$261K +3,473 New
GSIS
1731
Global Strategic Investment Solutions
Arizona
$260K – – –
CF
1732
Corrigan Financial
Rhode Island
$259K +$3.99K +53 +2%
ONST
1733
Old North State Trust
North Carolina
$258K -$1.88K -25 -0.7%
HHGA
1734
Halbert Hargrove Global Advisors
California
$258K +$24.1K +321 +10%
HI
1735
Humankind Investments
New York
$258K +$258K +3,434 New
WAG
1736
Winthrop Advisory Group
Massachusetts
$257K -$26.2K -348 -9%
TSS
1737
Two Sigma Securities
New York
$256K +$256K +3,404 New
SWMP
1738
Signature Wealth Management Partners
New Jersey
$255K – – –
22CM
1739
20/20 Capital Management
California
$255K +$35.4K +471 +16%
PFA
1740
Pure Financial Advisors
California
$254K +$7.75K +103 +3%
WG
1741
Welch Group
Alabama
$253K +$253K +3,357 New
Financial Engines Advisors
1742
Financial Engines Advisors
California
$253K +$253K +3,367 New
LFA
1743
Landmark Financial Advisors
Kentucky
$252K +$12.8K +170 +5%
FSA
1744
Financial Sense Advisors
California
$252K +$252K +3,345 New
WTFG
1745
Wells Trecaso Financial Group
Ohio
$251K – – –
IIM
1746
Ipswich Investment Management
Massachusetts
$251K +$9.02K +120 +4%
BWP
1747
BSW Wealth Partners
Colorado
$250K +$18.4K +245 +8%
FSC
1748
Full Sail Capital
Oklahoma
$250K +$28.5K +382 +13%
WA
1749
Waverly Advisors
Alabama
$250K +$250K +2,803 New
FRM
1750
Fox Run Management
Connecticut
$249K +$249K +3,308 New
68 69
70
71 72