CVS Health
CVS
2,074 hedge funds and large institutions have $86.5B invested in CVS Health in 2021 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 944 increasing their positions, 734 reducing their positions, and 85 closing their positions.
40% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 85
29% more repeat investments, than reductions
Existing positions increased: 944 | Existing positions reduced: 734
11% more funds holding in top 10
Funds holding in top 10: 84 → 93 (+9)
2% more capital invested
Capital invested by funds: $85B → $86.5B (+$1.45B)
0% more funds holding
Funds holding: 2,065 → 2,074 (+9)
0.23% less ownership
Funds ownership: 77.42% → 77.2% (-0.23%)
9% less call options, than puts
Call options by funds: $2.05B | Put options by funds: $2.24B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$389M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$374M |
| 3 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$249M |
| 4 |
Goldman Sachs
New York
|
+$183M |
| 5 |
JP Morgan Chase
New York
|
+$181M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$414M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$194M |
| 3 |
BlackRock
New York
|
-$159M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$114M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$111M |
CVS Hedge Fund Activity: Q3 2021 in Review
2,074 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q3 2021, worth a combined $86.5B — up 1.7% from $85B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new CVS positions and 85 closed out — a net gain of 34 holders — while 944 added to existing stakes and 734 trimmed.
The largest buyer was Invesco, adding an estimated $389M. The largest seller was Fidelity Investments, cutting an estimated $414M.
- 2,074 institutional investors held CVS Health (CVS) as of Q3 2021, up from 2,065 in Q2 2021.
- Funds reported $86.5B of CVS Health stock for Q3 2021, up 1.7% quarter-over-quarter.
- 119 funds opened new CVS Health positions in Q3 2021 and 85 closed out, a net change of +34 holders.
- The largest CVS Health buyer in Q3 2021 was Invesco, an estimated $389M added.
- The largest CVS Health seller in Q3 2021 was Fidelity Investments, an estimated $414M sold.
Based on aggregated 13F filings for Q3 2021.