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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 %
CMBA
2301
C.M. Bidwell & Associates
Hawaii
$5K – – –
BC
2302
Burleson & Co
California
$5K – – –
AAP
2303
Arax Advisory Partners
Colorado
$5K +$2.5K +25 +100%
MBFW
2304
Morton Brown Family Wealth
Pennsylvania
$5K +$5K +45 New
RDIA
2305
RE Dickinson Investment Advisors
Iowa
$5K +$5K +50 New
JRFS
2306
James Reed Financial Services
Ohio
$5K +$5K +50 New
GC
2307
Globeflex Capital
California
$5K +$5K +53 New
OSNBOA
2308
Old Second National Bank of Aurora
Illinois
$4K – – –
FBT
2309
First Bank & Trust
South Dakota
$3K – – –
JMF
2310
Johnson Midwest Financial
Iowa
$3K – – –
MWA
2311
Miller Wealth Advisors
Colorado
$3K +$3K +25 New
HFS
2312
Horizon Financial Services
North Carolina
$2.27K – – –
CWA
2313
Clearview Wealth Advisors
Oregon
$2K – – –
POIA
2314
Pin Oak Investment Advisors
Texas
$2K – – –
SFCL
2315
Strengthening Families & Communities LLC
Massachusetts
$1.77K +$1.77K +17,147 New
BIM
2316
Baldwin Investment Management
Pennsylvania
$1.52K -$10 -100 -0.7%
BBHC
2317
Brown Brothers Harriman & Co
New York
$1.36K +$193 +1,871 +16%
RTC
2318
Riverview Trust Company
Washington
$1.07K – – –
WA
2319
WestEnd Advisors
North Carolina
$1.03K +$1.03K +10 New
PO
2320
Private Ocean
California
$1K +$1K +5 New
DFCM
2321
Dark Forest Capital Management
Puerto Rico
$1K +$1K +6 New
ACK
2322
Andrew C. Karlinski
$1K +$1K +11 New
AWA
2323
Aquire Wealth Advisors
Utah
$1K +$1K +13 New
FHC
2324
First Heartland Consultants
Missouri
$603 +$57 +552 +10%
UC
2325
Unio Capital
New Jersey
$453 -$1 -12 -0.3%
91 92
93
94 95