CVS Health
CVS
2,033 hedge funds and large institutions have $74.9B invested in CVS Health in 2021 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 980 increasing their positions, 684 reducing their positions, and 104 closing their positions.
77% more first-time investments, than exits
New positions opened: 184 | Existing positions closed: 104
43% more repeat investments, than reductions
Existing positions increased: 980 | Existing positions reduced: 684
25% more funds holding in top 10
Funds holding in top 10: 60 → 75 (+15)
10% more capital invested
Capital invested by funds: $68.1B → $74.9B (+$6.84B)
3% more funds holding
Funds holding: 1,974 → 2,033 (+59)
0.17% less ownership
Funds ownership: 76.13% → 75.95% (-0.17%)
9% less call options, than puts
Call options by funds: $1.43B | Put options by funds: $1.57B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$328M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$184M |
| 3 |
BlackRock
New York
|
+$152M |
| 4 |
Renaissance Technologies
New York
|
+$130M |
| 5 |
MWNA
Marshall Wace North America
New York
|
+$89.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$341M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$235M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$214M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$190M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$170M |
CVS Hedge Fund Activity: Q1 2021 in Review
2,033 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q1 2021, worth a combined $74.9B — up 10% from $68.1B a quarter earlier.
Buyers outnumbered sellers: 184 funds opened new CVS positions and 104 closed out — a net gain of 80 holders — while 980 added to existing stakes and 684 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $328M. The largest seller was Wellington Management Group, cutting an estimated $341M.
- 2,033 institutional investors held CVS Health (CVS) as of Q1 2021, up from 1,974 in Q4 2020.
- Funds reported $74.9B of CVS Health stock for Q1 2021, up 10% quarter-over-quarter.
- 184 funds opened new CVS Health positions in Q1 2021 and 104 closed out, a net change of +80 holders.
- The largest CVS Health buyer in Q1 2021 was JP Morgan Chase, an estimated $328M added.
- The largest CVS Health seller in Q1 2021 was Wellington Management Group, an estimated $341M sold.
Based on aggregated 13F filings for Q1 2021.