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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 %
TFCP
2001
Twin Focus Capital Partners
Massachusetts
$263K +$263K +2,547 New
EBA
2002
Eagle Bay Advisors
New York
$262K -$148K -1,428 -36%
TFF
2003
The Family Firm
Maryland
$262K +$1.13K +11 +0.4%
RDWM
2004
Red Door Wealth Management
Tennessee
$262K +$5.15K +50 +2%
EW
2005
Evoke Wealth
California
$262K +$36.4K +352 +16%
IC
2006
Inverness Counsel
New York
$260K -$15.5K -150 -6%
RIM
2007
Rockbridge Investment Management
New York
$260K +$8.76K +85 +3%
LFA
2008
Laraway Financial Advisors
Minnesota
$260K +$260K +2,530 New
IA
2009
IFG Advisors
Missouri
$259K +$207 +2 +0.1%
FDS
2010
Freedom Day Solutions
Texas
$258K -$4.53K -44 -2%
BWM
2011
BigSur Wealth Management
Florida
$258K – – –
SWMG
2012
Signature Wealth Management Group
Georgia
$258K – – –
BCM
2013
BlueCrest Capital Management
Jersey
$258K +$258K +2,498 New
OPTFSNA
2014
Old Point Trust & Financial Services N A
Virginia
$258K +$258K +2,499 New
AO
2015
Advisor OS
Illinois
$256K +$256K +2,481 New
TIA
2016
Tandem Investment Advisors
South Carolina
$254K -$33.5K -325 -12%
AWM
2017
Aberdeen Wealth Management
Illinois
$250K +$103 +1 +0%
HWA
2018
HHM Wealth Advisors
Tennessee
$249K – – –
ARMC
2019
American Research & Management Company
Massachusetts
$249K +$10.3K +100 +4%
ST
2020
Somerset Trust
Pennsylvania
$248K -$32.5K -316 -12%
CIR
2021
Clear Investment Research
Georgia
$248K – – –
WMA
2022
West Michigan Advisors
Michigan
$247K +$247K +2,396 New
FWP
2023
FAS Wealth Partners
Kansas
$246K -$62.6K -607 -20%
RWP
2024
RWA Wealth Partners
Massachusetts
$245K +$245K +2,374 New
PPW
2025
Pasadena Private Wealth
California
$245K +$245K +2,374 New
79 80
81
82 83