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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 %
TSS
2026
Two Sigma Securities
New York
$245K +$245K +2,378 New
FW
2027
FirstPurpose Wealth
Utah
$244K +$244K +2,369 New
PFA
2028
Pure Financial Advisors
California
$242K -$35.7K -345 -13%
PTP
2029
Platform Technology Partners
New York
$240K -$20.4K -198 -8%
LWANC
2030
Laurel Wealth Advisors (North Carolina)
North Carolina
$240K +$412 +4 +0.2%
RGF
2031
Retirement Guys Formula
Ohio
$240K +$240K +2,319 New
TC
2032
Titleist Capital
Texas
$240K +$240K +2,324 New
BBW
2033
Blue Barn Wealth
Utah
$239K +$239K +2,316 New
NIMI
2034
Natixis Investment Managers International
France
$239K +$239K +2,317 New
LCM
2035
LVM Capital Management
Michigan
$238K -$19.6K -190 -8%
CCM
2036
Chilton Capital Management
Texas
$237K -$5.46K -53 -2%
EA
2037
Eclectic Associates
California
$237K +$237K +2,297 New
BMCM
2038
Bryn Mawr Capital Management
Pennsylvania
$237K +$237K +2,299 New
MCM
2039
Monarch Capital Management
Indiana
$237K +$237K +2,302 New
Jacobs Levy Equity Management
2040
Jacobs Levy Equity Management
New Jersey
$236K -$22.3M -216,472 -99%
SDWMA
2041
Schneider Downs Wealth Management Advisors
Pennsylvania
$236K -$15.5K -150 -6%
PB
2042
Pinnacle Bancorp
Nebraska
$236K +$7.73K +75 +3%
ETM
2043
Euclidean Technologies Management
Washington
$236K +$236K +2,289 New
PIMG
2044
Patriot Investment Management Group
Tennessee
$235K -$72.3K -702 -24%
PFS
2045
Physicians Financial Services
North Carolina
$235K +$235K +2,275 New
TYCC
2046
Texas Yale Capital Corp
Florida
$235K +$235K +2,278 New
HFP
2047
Holistic Financial Partners
Indiana
$235K +$235K +2,279 New
HFS
2048
Heritage Financial Services
Massachusetts
$235K +$235K +2,281 New
ZIMP
2049
Zimmermann Investment Management & Planning
Pennsylvania
$234K +$234K +2,265 New
GSWM
2050
Golden State Wealth Management
California
$234K +$234K +2,266 New
80 81
82
83 84