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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 %
DAC
1951
Dividend Assets Capital
South Carolina
$27K – – –
CCA
1952
Column Capital Advisors
Indiana
$26K +$7.65K +100 +42%
NICM
1953
Neo Ivy Capital Management
New York
$25K -$963K -12,561 -97%
FRA
1954
Front Row Advisors
California
$25K – – –
KFS
1955
Kelly Financial Services
Massachusetts
$23.3K +$2.11K +28 +10%
LWA
1956
Lowe Wealth Advisors
Maryland
$21K +$4.44K +59 +27%
MWC
1957
MBM Wealth Consultants
Missouri
$20K -$28.8K -390 -59%
PCFFS
1958
Pacific Center for Financial Services
California
$19K – – –
RA
1959
Resolute Advisors
California
$18K +$18K +306 New
HF
1960
Halpern Financial
Virginia
$17.2K +$11K +146 +176%
EIP
1961
Ellis Investment Partners
Pennsylvania
$17K -$29K -377 -63%
RG
1962
Retirement Group
California
$16K -$230 -3 -1%
MCM
1963
MV Capital Management
Maryland
$15K +$2.21K +30 +17%
BFG
1964
Baron Financial Group
New Jersey
$14.2K +$75 +1 +0.5%
HFA
1965
Hoover Financial Advisors
Pennsylvania
$14K -$7.7K -94 -35%
BA
1966
Bellwether Advisors
Nebraska
$14K – – –
EWA
1967
Evolution Wealth Advisors
Florida
$14K – – –
CAM
1968
Close Asset Management
United Kingdom
$14K +$14K +180 New
NL
1969
NVWM LLC
Pennsylvania
$13K – – –
IWP
1970
IAG Wealth Partners
Wisconsin
$13K +$81 +1 +0.6%
FGAM
1971
Financial Gravity Asset Management
Texas
$12.5K +$9.2K +122 +277%
JGIA
1972
Jackson Grant Investment Advisers
Connecticut
$12K -$14.8K -199 -55%
BMD
1973
Better Money Decisions
New Mexico
$12K +$12K +162 New
WCM
1974
Wealthcare Capital Management
Virginia
$12K +$12K +165 New
FWM
1975
Filbrandt Wealth Management
Wisconsin
$11K -$9.09K -124 -45%
77 78
79
80 81