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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 %
CCC
2126
Crescent Capital Consulting
Louisiana
$180K – – –
PWMG
2127
Prestige Wealth Management Group
New Jersey
$180K – – –
SWM
2128
Selective Wealth Management
Virginia
$179K -$103 -1 -0.1%
AFS
2129
Annapolis Financial Services
Maryland
$179K – – –
AIM
2130
Acropolis Investment Management
Missouri
$176K -$137K -1,329 -44%
CAC
2131
Core Alternative Capital
Georgia
$176K +$176K +1,709 New
SFM
2132
Systematic Financial Management
New Jersey
$174K – – –
FWM
2133
Focused Wealth Management
New York
$174K +$103 +1 +0.1%
GFA
2134
Gifford Fong Associates
California
$173K – – –
MGI
2135
MayTech Global Investments
New York
$173K – – –
FFA
2136
Freedman Financial Associates
Massachusetts
$165K -$10.3K -100 -6%
RCG
2137
Rock Creek Group
District of Columbia
$164K -$34.7K -337 -17%
BAM
2138
Barrett Asset Management
New York
$163K +$148K +1,435 +963%
ACM
2139
AUA Capital Management
Pennsylvania
$161K – – –
AIC
2140
Ayalon Insurance Company
Israel
$160K – – –
SC
2141
Sierra Capital
Florida
$160K +$9.38K +91 +6%
TIM
2142
Tortoise Investment Management
New York
$156K +$61.9K +600 +66%
C
2143
Covestor
United Kingdom
$155K +$155K +1,498 New
NFSG
2144
Newbridge Financial Services Group
Florida
$152K -$29K -282 -16%
SWM
2145
Sugarloaf Wealth Management
Georgia
$149K +$618 +6 +0.4%
MCM
2146
MV Capital Management
Maryland
$149K +$6.29K +61 +4%
MHR
2147
Matthew Hamilton Rosenberg
$146K +$12.4K +120 +9%
DAM
2148
Delta Asset Management
Tennessee
$143K – – –
TWM
2149
Tradition Wealth Management
Minnesota
$143K – – –
TCM
2150
TD Capital Management
Tennessee
$140K +$9.28K +90 +7%
84 85
86
87 88