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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 %
SC
2226
Solstein Capital
California
$48K – – –
SGAM
2227
Smith Group Asset Management
Texas
$46K – – –
FCT
2228
First Community Trust
Iowa
$45.9K +$45.9K +445 New
AP
2229
Arlington Partners
Alabama
$44K +$44K +428 New
PP
2230
PrairieView Partners
Minnesota
$42K – – –
BIA
2231
Bell Investment Advisors
California
$41K +$9.41K +92 +30%
RA
2232
Rise Advisors
New York
$40.8K +$40.8K +396 New
LWA
2233
Lowe Wealth Advisors
Maryland
$39K +$10.3K +101 +36%
MCA
2234
Maryland Capital Advisors
Maryland
$39K +$39K +378 New
FP
2235
Financial Perspectives
Minnesota
$37.3K +$103 +1 +0.3%
PCM
2236
Penserra Capital Management
California
$37K -$607 -6 -2%
DAC
2237
Dividend Assets Capital
South Carolina
$37K – – –
SC
2238
Steph & Co
Wisconsin
$37K +$21.5K +208 +139%
AFG
2239
Albion Financial Group
Utah
$35K -$14.5K -141 -29%
EIP
2240
Ellis Investment Partners
Pennsylvania
$35K +$7.16K +70 +26%
IFAM
2241
Institutional & Family Asset Management
Colorado
$34K -$52.2K -504 -61%
CCA
2242
Column Capital Advisors
Indiana
$34K -$924 -9 -3%
AWM
2243
Atticus Wealth Management
Florida
$33K -$76.6K -750 -70%
CAL
2244
Capital Advisors Ltd
Ohio
$33K +$18.4K +176 +126%
KFS
2245
Kelly Financial Services
Massachusetts
$32K – – –
IAG
2246
Investmark Advisory Group
Connecticut
$31K +$31K +307 New
Loomis, Sayles & Company
2247
Loomis, Sayles & Company
Massachusetts
$30K -$17K -164 -36%
ST
2248
Sageworth Trust
Pennsylvania
$30K -$16.1K -152 -35%
JGIA
2249
Jackson Grant Investment Advisers
Connecticut
$28K +$104 +1 +0.4%
PCFFS
2250
Pacific Center for Financial Services
California
$26K – – –
88 89
90
91 92