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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
$1.5B
2
Millennium Management
Millennium Management
New York
$316M
3
Ameriprise
Ameriprise
Minnesota
$1.37B
4
Boston Partners
Boston Partners
Massachusetts
$690M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.02B

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$552M
2
Wells Fargo
Wells Fargo
California
$980M
3
Macquarie Group
Macquarie Group
Australia
$746M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$32.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
S
2251
Surevest
California
$25K +$25K +241 New
WB
2252
West Bancorporation
Iowa
$25K +$25K +245 New
VCM
2253
Versant Capital Management
Arizona
$24K – – –
IWP
2254
IAG Wealth Partners
Wisconsin
$24K +$7.35K +72 +44%
SIC
2255
SJS Investment Consulting
Ohio
$24K +$24K +229 New
RG
2256
Retirement Group
California
$22K – – –
MUMSS
2257
Mitsubishi UFJ Morgan Stanley Securities
Japan
$22K +$22K +210 New
LPWM
2258
Lake Point Wealth Management
Texas
$21K +$20.8K +200 +10,000%
MW
2259
Milestone Wealth
New York
$21K +$21K +202 New
FWA
2260
FSC Wealth Advisors
New York
$20K +$20K +195 New
BFG
2261
Baron Financial Group
New Jersey
$19.8K +$103 +1 +0.5%
CAM
2262
Close Asset Management
United Kingdom
$19K – – –
DWA
2263
Delos Wealth Advisors
Texas
$19K +$19K +188 New
MWC
2264
MBM Wealth Consultants
Missouri
$17K – – –
DHGWA
2265
Dixon Hughes Goodman Wealth Advisors
North Carolina
$17K +$17K +165 New
TAM
2266
Tucker Asset Management
Colorado
$16.2K +$9.02K +87 +126%
FPFS
2267
First Personal Financial Services
North Carolina
$16K +$9.48K +93 +145%
MFT
2268
Moisand Fitzgerald Tamayo
Florida
$15K – – –
UIA
2269
Ulland Investment Advisors
Minnesota
$15K +$15K +141 New
KC
2270
Kenfarb & Co
Kentucky
$15K +$15K +148 New
ANBT
2271
American National Bank & Trust
Texas
$15K +$15K +148 New
FGAM
2272
Financial Gravity Asset Management
Texas
$14.6K +$14.2K +4,795 +3,218%
PP
2273
PFS Partners
New Jersey
$14K +$14K +136 New
HC
2274
Hoese & Co
Minnesota
$14K – – –
SCA
2275
Stuart Chaussee & Associates
California
$14K +$7.15K +71 +104%
89 90
91
92 93