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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 %
SFG
1776
Sowa Financial Group
Rhode Island
$232K – – –
LC
1777
Lindbrook Capital
California
$231K +$3.08K +41 +1%
MFGM
1778
Marshall Financial Group (Maryland)
Maryland
$231K +$231K +3,067 New
DI
1779
DAGCO Inc
Ohio
$230K -$86.5K -1,150 -27%
PFBT
1780
Parkside Financial Bank & Trust
Missouri
$230K +$45.8K +611 +25%
PWS
1781
Precision Wealth Strategies
Missouri
$230K +$230K +3,052 New
PFS
1782
Physicians Financial Services
North Carolina
$229K – – –
AWE
1783
Avidian Wealth Enterprises
Texas
$228K -$14.3K -190 -6%
CCA
1784
Cobblestone Capital Advisors
New York
$228K – – –
CHA
1785
Carmichael Hill & Associates
Maryland
$228K +$226 +3 +0.1%
IC
1786
Inverness Counsel
New York
$228K +$2.49K +33 +1%
LRPA
1787
L. Roy Papp & Associates
Arizona
$228K +$228K +3,033 New
FA
1788
Forefront Analytics
Pennsylvania
$226K -$20.3K -267 -8%
RBC
1789
Roble Belko & Company
Pennsylvania
$226K +$203K +2,700 +900%
AFA
1790
AllGen Financial Advisors
Florida
$225K +$225K +2,993 New
MG
1791
Mather Group
Illinois
$225K +$977 +13 +0.4%
CWM
1792
CCG Wealth Management
California
$223K -$75 -1 -0%
TIA
1793
Tiemann Investment Advisors
California
$223K +$2.63K +35 +1%
PAM
1794
PVG Asset Management
Colorado
$222K +$222K +2,957 New
AA
1795
AlphaCentric Advisors
Puerto Rico
$222K -$5.95K -79 -3%
SMA
1796
Sage Mountain Advisors
Georgia
$220K +$220K +2,922 New
ACA
1797
Affinity Capital Advisors
California
$220K +$220K +2,923 New
AIC
1798
Ayalon Insurance Company
Israel
$219K +$205K +2,756 +1,421%
VI
1799
Versor Investments
New York
$218K +$218K +2,898 New
SIM
1800
SSI Investment Management
California
$217K +$217K +2,866 New
70 71
72
73 74