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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 %
CWC
1851
Carolinas Wealth Consulting
North Carolina
$154K +$35.1K +468 +30%
MF
1852
Manchester Financial
California
$152K +$19.5K +258 +15%
SWA
1853
SOA Wealth Advisors
New York
$137K +$150 +2 +0.1%
GGHC
1854
Gilder Gagnon Howe & Co
New York
$134K +$134K +1,775 New
SC
1855
Sierra Capital
Florida
$132K +$132K +1,755 New
AFS
1856
Annapolis Financial Services
Maryland
$131K -$22.7K -301 -15%
PWMG
1857
Prestige Wealth Management Group
New Jersey
$131K – – –
MWM
1858
Mascoma Wealth Management
New Hampshire
$131K +$131K +1,735 New
SFM
1859
Systematic Financial Management
New Jersey
$127K – – –
GFA
1860
Gifford Fong Associates
California
$126K – – –
CAC
1861
Certified Advisory Corp
Florida
$123K +$123K +1,627 New
BWM
1862
Baystate Wealth Management
Massachusetts
$122K +$9.19K +122 +8%
AWM
1863
Accel Wealth Management
Iowa
$121K +$46.4K +616 +62%
ACM
1864
AUA Capital Management
Pennsylvania
$117K – – –
NFSG
1865
Newbridge Financial Services Group
Florida
$115K -$1.13K -15 -1%
JWM
1866
Janiczek Wealth Management
Colorado
$115K +$36.8K +489 +47%
MCA
1867
Mercer Capital Advisers
New Jersey
$113K – – –
FFA
1868
Freedman Financial Associates
Massachusetts
$113K +$151 +2 +0.1%
LF
1869
Lee Financial
Texas
$113K +$113K +1,500 New
FWM
1870
Focused Wealth Management
New York
$112K +$150 +2 +0.1%
SIS
1871
Sound Income Strategies
Florida
$111K -$17K -226 -13%
AWM
1872
AllSquare Wealth Management
New York
$107K +$21.3K +284 +25%
DAM
1873
Delta Asset Management
Tennessee
$105K – – –
RCA
1874
Ranch Capital Advisors
Florida
$102K -$8.05K -108 -7%
KC
1875
Knuff & Co
California
$98K -$61.8K -820 -39%
73 74
75
76 77