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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 %
ACM
1876
Alethea Capital Management
Washington
$340K – – –
DWM
1877
Doyle Wealth Management
Florida
$340K +$206 +2 +0.1%
JG
1878
Jefferies Group
New York
$339K -$4.35M -42,130 -93%
AA
1879
Argent Advisors
Louisiana
$338K -$20.6K -200 -6%
RF
1880
Robbins Farley
New Hampshire
$338K -$5.16K -50 -2%
CI
1881
CX Institutional
Indiana
$338K +$25.6K +248 +8%
RCG
1882
Resource Consulting Group
Florida
$338K +$338K +3,276 New
FPWM
1883
FSB Premier Wealth Management
Iowa
$336K +$50.6K +491 +18%
RP
1884
Riverwater Partners
Wisconsin
$336K +$336K +3,257 New
SWA
1885
Sax Wealth Advisors
New Jersey
$334K +$25.4K +246 +8%
FMP
1886
Financial Management Professionals
Texas
$333K +$619 +6 +0.2%
TTWM
1887
TCV Trust & Wealth Management
Virginia
$333K +$4.74K +46 +1%
WTA
1888
Washington Trust Advisors
Massachusetts
$333K +$333K +3,230 New
CL
1889
CPWM LLC
Washington
$331K – – –
PFA
1890
Paradigm Financial Advisors
Missouri
$330K -$156K -1,510 -32%
BFA
1891
Beaumont Financial Advisors
Massachusetts
$330K -$6.81K -66 -2%
RBC
1892
Roble Belko & Company
Pennsylvania
$330K +$20.6K +200 +7%
TA
1893
Tectonic Advisors
Texas
$330K +$28.3K +274 +9%
BCM
1894
Bayesian Capital Management
New York
$330K +$330K +3,200 New
TCM
1895
Tradewinds Capital Management
Washington
$329K -$28.9K -280 -8%
HS
1896
Horan Securities
United States
$329K +$329K +3,188 New
QP
1897
Quilter Plc
United Kingdom
$328K -$182K -1,745 -36%
RG
1898
Renaissance Group
Kentucky
$328K – – –
RFA
1899
Resurgent Financial Advisors
Georgia
$328K +$328K +3,187 New
WAM
1900
Wakefield Asset Management
Colorado
$327K +$17.9K +174 +6%
74 75
76
77 78