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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 %
Connor, Clark & Lunn Investment Management (CC&L)
2376
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$201K -2,365 Closed
GKWIM
2377
Gerber Kawasaki Wealth & Investment Management
California
– -$190K -2,249 Closed
SAI
2378
Systematic Alpha Investments
New Jersey
– -$170K -1,904 Closed
RCA
2379
Ranch Capital Advisors
Florida
– -$120K -1,419 Closed
APP
2380
Alpha Paradigm Partners
Illinois
– -$105K -1,238 Closed
BDS
2381
Banco de Sabadell
Florida
– -$67K -1,150 Closed
GPA
2382
Guidance Point Advisors
Massachusetts
– -$93K -1,107 Closed
KIG
2383
Kowal Investment Group
Wisconsin
– -$71K -842 Closed
CCM
2384
Carderock Capital Management
Maryland
– -$63K -740 Closed
CDIA
2385
Capital Directions Investment Advisors
Georgia
– -$62K -735 Closed
DOA
2386
D'Orazio & Associates
Virginia
– -$54K -638 Closed
LWM
2387
Liberty Wealth Management
California
– -$44K -512 Closed
FCM
2388
Firestone Capital Management
Florida
– -$39K -465 Closed
CFA
2389
Cahill Financial Advisors
Minnesota
– -$37K -433 Closed
APWA
2390
Atlas Private Wealth Advisors
New Jersey
– -$27K -320 Closed
RA
2391
Resolute Advisors
California
– -$26K -306 Closed
SSC
2392
Syverson Strege & Co
Iowa
– -$21K -243 Closed
EWA
2393
Evolution Wealth Advisors
Florida
– -$16K -184 Closed
BMD
2394
Better Money Decisions
New Mexico
– -$14K -164 Closed
IF
2395
Ironwood Financial
Arizona
– -$11K -126 Closed
O
2396
Ossiam
France
– -$9K -103 Closed
TWP
2397
TFO Wealth Partners
Ohio
– -$7K -88 Closed
CPWM
2398
Cypress Point Wealth Management
Texas
– -$7K -83 Closed
WAS
2399
Winch Advisory Services
Wisconsin
– -$4K -51 Closed
SMG
2400
Spectrum Management Group
Indiana
– -$4K -50 Closed
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