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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 %
EWS
1726
Evergreen Wealth Solutions
Pennsylvania
$459K +$459K +4,447 New
BOS
1727
Bank of Stockton
California
$458K – – –
ASFA
1728
All Season Financial Advisors
Colorado
$457K -$10.8K -105 -2%
PAI
1729
Pittenger & Anderson Inc
Nebraska
$457K – – –
ESCM
1730
Echo Street Capital Management
New York
$457K +$457K +4,430 New
IWA
1731
Intercontinental Wealth Advisors
Texas
$454K -$7.22K -70 -2%
AWM
1732
Avior Wealth Management
Nebraska
$454K +$103 +1 +0%
WA
1733
Wealth Architects
California
$452K -$103 -1 -0%
EA
1734
Emerald Advisers
Pennsylvania
$450K +$450K +4,360 New
GBT
1735
Grove Bank & Trust
Florida
$448K +$16.4K +159 +4%
LCM
1736
Leisure Capital Management
California
$448K +$27.2K +264 +6%
RCIM
1737
Red Cedar Investment Management
Michigan
$448K +$448K +4,344 New
TA
1738
TruWealth Advisors
Louisiana
$447K -$13K -126 -3%
LJAC
1739
L.J. Altfest & Co
New York
$445K -$7.32K -71 -2%
LSC
1740
Lesa Sroufe & Co
Washington
$444K – – –
AIL
1741
AGF Investments LLC
Ontario, Canada
$443K +$434K +4,203 +4,619%
PBO
1742
Peoples Bank (Ohio)
Ohio
$442K – – –
BFA
1743
Bragg Financial Advisors
North Carolina
$441K – – –
PIA
1744
Perennial Investment Advisors
California
$440K -$17.3K -168 -4%
QC
1745
Quent Capital
New York
$439K +$439K +4,257 New
NF
1746
Norwood Financial
Pennsylvania
$438K +$438K +4,240 New
WFI
1747
West Family Investments
California
$437K -$62.9K -610 -13%
TIA
1748
Tiemann Investment Advisors
California
$436K +$130K +1,260 +43%
RI
1749
Ridgewood Investments
New Jersey
$435K -$348K -3,366 -44%
RWP
1750
Revolve Wealth Partners
New Jersey
$434K +$434K +4,209 New
68 69
70
71 72