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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 %
LODC
2101
Lanham O'Dell & Company
West Virginia
$207K +$207K +2,009 New
HI
2102
Hudock Inc
Pennsylvania
$206K -$9.15K -89 -4%
CCMT
2103
CMT Capital Markets Trading
Germany
$206K +$206K +2,000 New
CCFP
2104
Charles Carroll Financial Partners
Massachusetts
$206K +$206K +2,000 New
SCA
2105
Sandy Cove Advisors
Massachusetts
$206K +$206K +2,000 New
SF
2106
SBK Financial
Virginia
$206K +$206K +2,000 New
CRC
2107
Curi RMB Capital
Illinois
$205K +$205K +1,984 New
PC
2108
Periscope Capital
Ontario, Canada
$205K +$205K +1,985 New
PA
2109
Probity Advisors
Texas
$204K -$202K -1,959 -50%
JWM
2110
Janiczek Wealth Management
Colorado
$204K -$5.37K -52 -3%
PCG
2111
Prosperity Consulting Group
Maryland
$204K +$204K +1,877 New
PI
2112
PineBridge Investments
New York
$202K -$18.1K -176 -8%
FQ
2113
First Quadrant
California
$202K – – –
HNWA
2114
Henrickson Nauta Wealth Advisors
Michigan
$202K +$202K +1,950 New
AI
2115
Accredited Investors
Minnesota
$201K +$201K +1,947 New
AWP
2116
Ascent Wealth Partners
New York
$201K +$201K +2,500 New
AWM
2117
Accel Wealth Management
Iowa
$200K +$103 +1 +0.1%
CPIA
2118
Cornell Pochily Investment Advisors
New York
$200K +$200K +1,940 New
SIS
2119
Sound Income Strategies
Florida
$198K +$2.37K +23 +1%
SWA
2120
SOA Wealth Advisors
New York
$193K -$85.6K -829 -31%
AA
2121
AlphaMark Advisors
Kentucky
$192K -$21.6K -210 -10%
SN
2122
Sittner & Nelson
Oregon
$190K +$77.2K +750 +68%
EWA
2123
EverSource Wealth Advisors
Alabama
$187K +$187K +1,814 New
MWM
2124
Mascoma Wealth Management
New Hampshire
$183K +$516 +5 +0.3%
CWC
2125
Carolinas Wealth Consulting
North Carolina
$181K +$31.1K +301 +21%
83 84
85
86 87