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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 %
SFA
1776
Semmax Financial Advisors
North Carolina
$410K -$116K -1,122 -22%
XT
1777
XTX Topco
Cayman Islands
$409K -$27.2K -264 -6%
RCG
1778
Regatta Capital Group
California
$409K +$409K +3,962 New
TA
1779
TFG Advisers
Michigan
$408K +$1.34K +13 +0.3%
PCP
1780
Proficio Capital Partners
Massachusetts
$407K +$1.55K +15 +0.4%
KFI
1781
Key Financial Inc
Pennsylvania
$407K +$7.95K +77 +2%
MAM
1782
MMA Asset Management
Pennsylvania
$407K +$101K +981 +33%
HCA
1783
Heck Capital Advisors
Wisconsin
$405K -$29K -281 -7%
PMFA
1784
Plante Moran Financial Advisors
Michigan
$405K -$20.3K -197 -5%
SVWAG
1785
Sound View Wealth Advisors Group
Georgia
$405K +$4.44K +43 +1%
CWM
1786
Chemistry Wealth Management
New York
$405K +$405K +3,928 New
NLP
1787
Next Level Private
New York
$405K +$405K +3,928 New
NAMM
1788
NorthStar Asset Management (Massachusetts)
Massachusetts
$405K – – –
ECG
1789
Edge Capital Group
Georgia
$404K -$928 -9 -0.2%
TF
1790
TimeScale Financial
Massachusetts
$404K -$826 -8 -0.2%
MCWS
1791
McKinley Carter Wealth Services
West Virginia
$404K – – –
GA
1792
Geller Advisors
New York
$402K +$309 +3 +0.1%
PCG
1793
Private Capital Group
Connecticut
$402K +$7.95K +77 +2%
RPWA
1794
Regent Peak Wealth Advisors
Georgia
$402K +$10.9K +106 +3%
MWM
1795
Mission Wealth Management
California
$402K +$90.2K +875 +29%
BP
1796
BBR Partners
New York
$402K +$97.8K +948 +32%
WIP
1797
WealthCare Investment Partners
Rhode Island
$401K +$401K +3,887 New
OCM
1798
One Capital Management
California
$401K +$401K +3,894 New
FA
1799
Fortis Advisors
Pennsylvania
$400K +$90.3K +875 +29%
TFS
1800
Thoroughbred Financial Services
Tennessee
$399K +$412 +4 +0.1%
70 71
72
73 74