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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 %
Manulife (Manufacturers Life Insurance)
2176
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$105K -$22.7K -219,637 -18%
BAM
2177
Bellevue Asset Management
Washington
$104K +$104 +1 +0.1%
ME
2178
McIlrath & Eck
Washington
$103K -$17.5K -170 -15%
KC
2179
Knuff & Co
California
$103K – – –
TCWA
2180
Ten Capital Wealth Advisors
Washington
$101K – – –
WBC
2181
West Branch Capital
Massachusetts
$99K -$22.2K -215 -18%
MAM
2182
McCarthy Asset Management
California
$99K -$933 -9 -0.9%
CT
2183
Clearstead Trust
Maine
$99K – – –
SAM
2184
S.A. Mason
Michigan
$99K – – –
CSWM
2185
Cassady Schiller Wealth Management
Ohio
$97K +$97K +942 New
CFFP
2186
Center for Financial Planning
Michigan
$96K -$4.04K -39 -4%
LFG
2187
Larson Financial Group
Missouri
$96K +$20.4K +197 +27%
AA
2188
AlphaCentric Advisors
Puerto Rico
$93K +$93K +897 New
CWM
2189
Curi Wealth Management
North Carolina
$90K +$90K +876 New
LWP
2190
Laurel Wealth Planning
Minnesota
$86K – – –
PCH
2191
Polar Capital Holdings
United Kingdom
$82.3K +$73.5K +712,710 +840%
FFC
2192
First Financial Corp
Indiana
$80K – – –
LWP
2193
Lumature Wealth Partners
Georgia
$79K -$17.9K -174 -18%
WFA
2194
West Financial Advisors
Iowa
$78K – – –
SOW
2195
State of Wyoming
Wyoming
$77K -$2.36K -23 -3%
AF
2196
Arrow Financial
New York
$74K – – –
SAM
2197
Strategic Asset Management
Minnesota
$74K – – –
CFCI
2198
Comprehensive Financial Consultants Institutional
Indiana
$74K +$74K +718 New
PVH
2199
Psagot Value Holdings
Israel
$73K +$72.5K +700 +14,000%
TFO
2200
Tarbox Family Office
California
$72K -$516 -5 -0.7%
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