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
$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 %
APW
2276
Acima Private Wealth
Virginia
$12K – – –
ODG
2277
O'Dell Group
Ohio
$12K – – –
EAM
2278
Eukles Asset Management
Ohio
$12K – – –
RI
2279
Rinkey Investments
California
$12K +$12K +120 New
SL
2280
Savior LLC
Massachusetts
$11K – – –
SFPG
2281
Stonebridge Financial Planning Group
Florida
$11K – – –
MIM
2282
Macroview Investment Management
Maryland
$11K +$104 +1 +1%
RDFA
2283
Ritter Daniher Financial Advisory
Ohio
$10K – – –
PFA
2284
Professional Financial Advisors
Nebraska
$10K – – –
AW
2285
Alaethes Wealth
Nevada
$10K – – –
ARIS
2286
Advanced Research Investment Solutions
California
$10K +$7.14K +75 +250%
CMA
2287
Cedar Mountain Advisors
Oregon
$9K – – –
NL
2288
NVWM LLC
Pennsylvania
$9K – – –
IPW
2289
IronBridge Private Wealth
Texas
$9K – – –
HF
2290
Halpern Financial
Virginia
$8.56K -$15.1K -146 -64%
MS
2291
Mizuho Securities
Japan
$8K -$99 -1 -1%
CWM
2292
Cranbrook Wealth Management
Michigan
$8K – – –
CWM
2293
Cedar Wealth Management
California
$8K +$2.95K +28 +58%
LS
2294
Leelyn Smith
Illinois
$7K – – –
AWM
2295
Activest Wealth Management
Florida
$7K – – –
RCM
2296
Raleigh Capital Management
North Carolina
$7K +$7K +65 New
OF
2297
Outfitter Financial
Maine
$7K +$7K +65 New
CWA
2298
Core Wealth Advisors
Florida
$6K – – –
GG
2299
Gleason Group
Kentucky
$6K +$109 +1 +2%
SC
2300
Schubert & Co
Texas
$6K +$6K +63 New
90 91
92
93 94