CVS Health
CVS
2,066 hedge funds and large institutions have $85.1B invested in CVS Health in 2021 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 892 increasing their positions, 771 reducing their positions, and 101 closing their positions.
68% more capital inflows, than outflows
Capital inflows: $5.74B | Capital outflows: $3.43B
54% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 101
16% more repeat investments, than reductions
Existing positions increased: 892 | Existing positions reduced: 771
12% more funds holding in top 10
Funds holding in top 10: 76 → 85 (+9)
2% more funds holding
Funds holding: 2,034 → 2,066 (+32)
1.47% more ownership
Funds ownership: 76% → 77.47% (+1.5%)
1% less call options, than puts
Call options by funds: $1.88B | Put options by funds: $1.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$803M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$730M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$469M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$286M |
| 5 |
JP Morgan Chase
New York
|
+$176M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$450M |
| 2 |
Veritas Asset Management
London,
United Kingdom
|
-$266M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$256M |
| 4 |
Morgan Stanley
New York
|
-$196M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$187M |
CVS Hedge Fund Activity: Q2 2021 in Review
2,066 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q2 2021, worth a combined $85.1B — up 14% from $74.9B a quarter earlier.
Buyers outnumbered sellers: 156 funds opened new CVS positions and 101 closed out — a net gain of 55 holders — while 892 added to existing stakes and 771 trimmed.
The largest buyer was Capital International Investors, adding an estimated $803M. The largest seller was Franklin Resources, cutting an estimated $450M.
- 2,066 institutional investors held CVS Health (CVS) as of Q2 2021, up from 2,034 in Q1 2021.
- Funds reported $85.1B of CVS Health stock for Q2 2021, up 14% quarter-over-quarter.
- 156 funds opened new CVS Health positions in Q2 2021 and 101 closed out, a net change of +55 holders.
- The largest CVS Health buyer in Q2 2021 was Capital International Investors, an estimated $803M added.
- The largest CVS Health seller in Q2 2021 was Franklin Resources, an estimated $450M sold.
Based on aggregated 13F filings for Q2 2021.