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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 %
MIHAS
2201
Maj Invest Holding A/S
Denmark
$72K – – –
PCC
2202
Park Circle Company
Maryland
$72K – – –
OIS
2203
Okabena Investment Services
Minnesota
$72K +$72K +694 New
CFG
2204
CKW Financial Group
Hawaii
$70K – – –
BA
2205
Bellwether Advisors
Nebraska
$67K -$1.25M -12,175 -95%
Capstone Investment Advisors
2206
Capstone Investment Advisors
New York
$67K -$19.6K -189 -23%
M
2207
MOTCO
Texas
$66K -$33K -320 -33%
BCA
2208
Bray Capital Advisors
Florida
$65K – – –
RFWA
2209
RPg Family Wealth Advisory
Massachusetts
$64.9K – – –
MTWM
2210
Masso Torrence Wealth Management
New Jersey
$63K +$63K +613 New
PCA
2211
Providence Capital Advisors
North Carolina
$62K – – –
TC
2212
Tacita Capital
Ontario, Canada
$62K – – –
EARNEST Partners
2213
EARNEST Partners
Georgia
$62K – – –
LAS
2214
Lloyd Advisory Services
Georgia
$59K – – –
FRA
2215
Front Row Advisors
California
$59K +$21.2K +205 +56%
HIM
2216
Hillsdale Investment Management
Ontario, Canada
$58K – – –
MAM
2217
Marquette Asset Management
Minnesota
$58K – – –
RFA
2218
Reilly Financial Advisors
California
$54K -$3.9K -38 -7%
SPWG
2219
Sage Private Wealth Group
Illinois
$54K +$102 +1 +0.2%
TC
2220
TAP Consulting
Missouri
$54K +$54K +528 New
CF
2221
Concorde Financial
Texas
$53K +$53K +505 New
TVWM
2222
Tower View Wealth Management
Wisconsin
$52K – – –
ACM
2223
Antonetti Capital Management
Florida
$52K – – –
AIP
2224
Ahrens Investment Partners
Louisiana
$52K +$52K +507 New
GWM
2225
Guardian Wealth Management
Illinois
$49K +$49K +471 New
87 88
89
90 91