CVS icon

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 %
SC
2151
Stephens Consulting
Michigan
$140K +$140K +1,356 New
BBPWM
2152
Blue Bell Private Wealth Management
Pennsylvania
$138K +$138K +1,338 New
FCFS
2153
First Command Financial Services
Texas
$136K -$17.2K -167 -11%
PIM
2154
Platinum Investment Management
Australia
$135K -$20.4K -198 -13%
LWA
2155
Lenox Wealth Advisors
New York
$133K +$5.07K +49 +4%
ZIG
2156
Zullo Investment Group
Pennsylvania
$133K +$133K +1,287 New
TFP
2157
Tilia Fiduciary Partners
North Carolina
$130K +$130K +1,262 New
IHWM
2158
Iron Horse Wealth Management
Iowa
$128K – – –
FCB
2159
First Command Bank
Texas
$126K – – –
RCM
2160
Regency Capital Management
Hawaii
$125K -$105K -1,020 -46%
TI
2161
Truehand Inc
New Hampshire
$125K – – –
GWSG
2162
GPS Wealth Strategies Group
Colorado
$125K – – –
BFC
2163
Bedel Financial Consulting
Indiana
$125K +$4.97K +48 +4%
ZB
2164
Zions Bancorporation
Utah
$122K +$17.2K +167 +16%
COCM
2165
Charter Oak Capital Management
New Hampshire
$121K +$15.7K +152 +15%
EMFAT
2166
Emerald Mutual Fund Advisers Trust
Pennsylvania
$121K +$121K +1,170 New
AWM
2167
AllSquare Wealth Management
New York
$115K -$11.5K -112 -9%
GAM
2168
Gemmer Asset Management
California
$115K +$104 +1 +0.1%
MGIM
2169
M&G Investment Management
United Kingdom
$113K -$48.9K -475,042 -30%
ED
2170
Exane Derivatives
France
$111K +$76.8K +744 +225%
WOC
2171
West Oak Capital
California
$109K – – –
HWM
2172
HighMark Wealth Management
Minnesota
$109K +$620 +6 +0.6%
LF
2173
Lee Financial
Texas
$107K +$107K +1,034 New
BHWM
2174
Bay Harbor Wealth Management
Maryland
$106K -$12.3K -113 -10%
GCM
2175
Gables Capital Management
Florida
$105K +$5.18K +50 +5%
85 86
87
88 89