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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 %
CCM
1826
Chilton Capital Management
Texas
$202K +$202K +2,685 New
ME
1827
McIlrath & Eck
Washington
$201K +$62.6K +831 +45%
VA
1828
Valmark Advisers
Ohio
$201K +$201K +2,676 New
AWM
1829
Atticus Wealth Management
Florida
$200K +$8.12K +108 +4%
BWM
1830
BCS Wealth Management
Tennessee
$200K +$200K +2,652 New
FPS
1831
Fieldpoint Private Securities
Connecticut
$194K +$45.4K +604 +31%
MIM
1832
Meridiem Investment Management
United Kingdom
$191K – – –
RIM
1833
Rockbridge Investment Management
New York
$189K -$3.08K -41 -2%
RE
1834
RBC Europe
United Kingdom
$181K – – –
PI
1835
PGGM Investments
Netherlands
$181K -$1.53M -20,346 -89%
TLFA
1836
True Link Financial Advisors
California
$177K – – –
ARMC
1837
American Research & Management Company
Massachusetts
$174K – – –
GSAM
1838
Grant Street Asset Management
Pennsylvania
$173K +$32.6K +435 +23%
EW
1839
Evoke Wealth
California
$172K -$184K -2,450 -52%
ZB
1840
Zions Bancorporation
Utah
$172K -$22.1K -294 -11%
AA
1841
AlphaMark Advisors
Kentucky
$168K -$6.33K -84 -4%
CI
1842
CX Institutional
Indiana
$165K +$31.2K +414 +23%
GLLW
1843
Graves Light Lenhart Wealth
Virginia
$164K – – –
CA
1844
Centerpoint Advisors
Massachusetts
$161K – – –
PAI
1845
Pittenger & Anderson Inc
Nebraska
$160K +$5.64K +75 +4%
PB
1846
Pinnacle Bancorp
Nebraska
$160K +$16.2K +215 +11%
TF
1847
Tompkins Financial
New York
$159K -$8.25K -110 -5%
CCC
1848
Crescent Capital Consulting
Louisiana
$155K +$1.28K +17 +0.8%
RCG
1849
Rock Creek Group
District of Columbia
$154K -$35.8K -475 -19%
SQA
1850
Simon Quick Advisors
New Jersey
$154K -$34.3K -459 -18%
72 73
74
75 76