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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 %
Financial Engines Advisors
2051
Financial Engines Advisors
California
$233K -$99.9K -970 -30%
AS
2052
Altshuler Shaham
Israel
$233K +$19.4K +188 +9%
UCB
2053
United Community Bank
South Carolina
$231K +$231K +2,244 New
LCM
2054
Liberty Capital Management
Michigan
$229K +$229K +2,220 New
BFG
2055
Berger Financial Group
Minnesota
$229K +$229K +2,223 New
EWM
2056
Evermay Wealth Management
Virginia
$228K +$12.9K +125 +6%
MHWM
2057
Montz Harcus Wealth Management
Louisiana
$227K +$227K +2,197 New
JCM
2058
Jag Capital Management
Missouri
$227K +$227K +2,205 New
IFS
2059
Ifrah Financial Services
Arkansas
$225K +$225K +2,177 New
GLLW
2060
Graves Light Lenhart Wealth
Virginia
$224K – – –
CCMD
2061
Cypress Capital Management (Delaware)
Delaware
$224K +$224K +2,175 New
P
2062
&Partners
Tennessee
$223K -$26.7K -259 -11%
PGAM
2063
Princeton Global Asset Management
New Jersey
$222K – – –
CA
2064
Centerpoint Advisors
Massachusetts
$221K – – –
PWM
2065
PBMares Wealth Management
Virginia
$221K +$221K +2,140 New
MGAM
2066
McGowan Group Asset Management
Texas
$221K +$221K +2,143 New
GPWA
2067
Great Point Wealth Advisors
Massachusetts
$220K +$220K +2,136 New
JFA
2068
Johanson Financial Advisors
California
$220K +$220K +2,137 New
TF
2069
Tompkins Financial
New York
$218K -$4.12K -40 -2%
RCM
2070
RB Capital Management
Nevada
$218K +$218K +2,108 New
AL
2071
Aspiriant LLC
California
$218K +$218K +2,109 New
PSP
2072
Principal Street Partners
Tennessee
$218K +$218K +2,112 New
BFA
2073
Beacon Financial Advisory
Ohio
$218K +$218K +2,117 New
TIA
2074
Traphagen Investment Advisors
New Jersey
$218K +$218K +2,111 New
CASB
2075
Cape Ann Savings Bank
Massachusetts
$217K +$217K +2,105 New
81 82
83
84 85