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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 %
GIM
1826
Groesbeck Investment Management
New Jersey
$377K – – –
AMM
1827
American Money Management
California
$377K +$95.7K +929 +34%
AT
1828
Arvest Trust
Oklahoma
$377K +$377K +3,651 New
CSWG
1829
Cardinal Strategic Wealth Guidance
Kentucky
$376K – – –
CBFP
1830
Cedar Brook Financial Partners
Ohio
$376K +$376K +3,641 New
FFMBT
1831
First Farmers & Merchants Bank Trust
Tennessee
$375K +$375K +3,635 New
FBA
1832
Front Barnett Associates
Illinois
$374K -$20.6K -200 -5%
TCM
1833
Traynor Capital Management
Pennsylvania
$373K -$209K -2,034 -36%
HSG
1834
Helen Stephens Group
Texas
$373K +$373K +3,616 New
FB
1835
First Bancorp
Maine
$371K +$10.1K +98 +3%
PFBT
1836
Parkside Financial Bank & Trust
Missouri
$371K +$25.3K +245 +7%
PP
1837
Palladium Partners
Virginia
$370K -$65.7K -637 -15%
OPPTF
1838
OPSEU Pension Plan Trust Fund
Ontario, Canada
$370K +$370K +3,538 New
OA
1839
Operose Advisors
Wisconsin
$370K +$370K +3,583 New
SFO
1840
Stokes Family Office
Louisiana
$369K +$21.2K +206 +6%
SW
1841
SkyOak Wealth
Michigan
$367K – – –
CF
1842
Corrigan Financial
Rhode Island
$367K +$206 +2 +0.1%
WCP
1843
Welch Capital Partners
New York
$366K +$366K +3,550 New
SWMP
1844
Signature Wealth Management Partners
New Jersey
$365K -$15.5K -150 -4%
SFG
1845
Sather Financial Group
Texas
$363K – – –
CYG
1846
Clean Yield Group
Vermont
$362K -$51.6K -500 -12%
SCM
1847
Stonehearth Capital Management
Massachusetts
$362K -$1.14K -11 -0.3%
FIB
1848
First Interstate Bank
Montana
$362K +$6.41K +62 +2%
GCC
1849
Game Creek Capital
Massachusetts
$361K -$64.5K -625 -15%
AMIM
1850
Aull & Monroe Investment Management
Alabama
$361K +$103 +1 +0%
72 73
74
75 76