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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 %
SCM
1801
Stonehearth Capital Management
Massachusetts
$217K +$217K +2,882 New
BL
1802
Balentine LLC
Georgia
$217K +$217K +2,883 New
MCM
1803
Murphy Capital Management
New Jersey
$217K +$217K +2,897 New
PBO
1804
Peoples Bank (Ohio)
Ohio
$216K +$216K +2,877 New
BFA
1805
Benedict Financial Advisors
Georgia
$215K +$215K +2,864 New
SEEDPG
1806
S.E.E.D. Planning Group
New York
$214K -$745K -9,888 -78%
HR
1807
Howe & Rusling
New York
$214K -$1.21K -16 -0.6%
AA
1808
Argent Advisors
Louisiana
$214K +$214K +2,842 New
KFP
1809
KB Financial Partners
New Jersey
$214K +$214K +2,844 New
PPSG
1810
Princeton Portfolio Strategies Group
New Jersey
$214K +$214K +2,850 New
FMP
1811
Financial Management Professionals
Texas
$212K +$39.5K +525 +23%
MFW
1812
Meristem Family Wealth
Minnesota
$211K -$10.3K -137 -5%
HWA
1813
HHM Wealth Advisors
Tennessee
$211K +$7.51K +100 +4%
MCM
1814
McRae Capital Management
New Jersey
$211K +$211K +2,800 New
AO
1815
Advisor OS
Illinois
$210K +$210K +2,782 New
ICM
1816
IMS Capital Management
Oregon
$208K -$868K -11,559 -81%
PIMG
1817
Patriot Investment Management Group
Tennessee
$206K +$206K +2,748 New
BBL
1818
Beck Bode LLC
Massachusetts
$205K +$205K +2,730 New
CBT
1819
Central Bank & Trust
Kentucky
$204K – – –
FAN
1820
Financial Advisors Network
California
$203K +$203K +2,693 New
NJBEST
1821
New Jersey Better Educational Savings Trust
New Jersey
$203K +$203K +2,700 New
PL
1822
Plancorp LLC
Missouri
$203K +$203K +2,705 New
FPWM
1823
FSB Premier Wealth Management
Iowa
$202K -$51.1K -680 -20%
BMO
1824
Beck Mack & Oliver
New York
$202K -$24.4K -325 -11%
RWM
1825
RKL Wealth Management
Pennsylvania
$202K +$202K +2,683 New
71 72
73
74 75