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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 %
S
2076
swisspartners
Liechtenstein
$216K +$216K +2,065 New
DP
2077
Denver PWM
Colorado
$215K +$215K +2,064 New
AIM
2078
Allen Investment Management
New York
$215K +$215K +2,082 New
MCA
2079
Magnolia Capital Advisors
Mississippi
$215K +$215K +2,088 New
QCM
2080
Quest Capital Management
Texas
$214K -$32.1K -311 -13%
CFO
2081
CVA Family Office
Colorado
$214K +$167K +1,620 +354%
SHWM
2082
Smith & Howard Wealth Management
Georgia
$214K +$214K +2,074 New
LL
2083
LPWM LLC
Minnesota
$214K +$214K +2,075 New
MSCM
2084
McElhenny Sheffield Capital Management
Texas
$213K -$77K -748 -27%
CWP
2085
CFM Wealth Partners
Texas
$213K +$213K +2,042 New
FBFS
2086
First Business Financial Services
Wisconsin
$213K +$213K +2,060 New
WH
2087
Willner & Heller
California
$213K +$213K +2,513 New
OFG
2088
Oxford Financial Group
Indiana
$212K +$212K +2,052 New
ACA
2089
Affinity Capital Advisors
California
$212K +$212K +2,056 New
WCM
2090
Whitener Capital Management
North Carolina
$212K +$212K +2,057 New
MWM
2091
Marion Wealth Management
Pennsylvania
$212K +$212K +2,057 New
DIP
2092
DT Investment Partners
Pennsylvania
$210K -$112K -1,083 -35%
DFG
2093
Demars Financial Group
Washington
$210K -$63.8K -620 -23%
FAB
2094
First American Bank
Illinois
$210K +$210K +2,033 New
NC
2095
NBW Capital
Massachusetts
$210K +$210K +2,035 New
KFSC
2096
Keystone Financial Services (Colorado)
Colorado
$209K +$209K +2,033 New
JWBC
2097
J.W. Burns & Co
New York
$208K +$208K +2,014 New
SQA
2098
Simon Quick Advisors
New Jersey
$207K +$53.4K +518 +35%
AA
2099
Addison Advisors
Vermont
$207K +$110K +1,068 +114%
PA
2100
PFG Advisors
Arizona
$207K +$207K +2,002 New
82 83
84
85 86