CVS Health
CVS
2,076 hedge funds and large institutions have $86.5B invested in CVS Health in 2021 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 944 increasing their positions, 734 reducing their positions, and 85 closing their positions.
41% more first-time investments, than exits
New positions opened: 120 | 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: 85 → 94 (+9)
2% more capital inflows, than outflows
Capital inflows: $3.34B | Capital outflows: $3.26B
0% more funds holding
Funds holding: 2,066 → 2,076 (+10)
0.22% less ownership
Funds ownership: 77.47% → 77.24% (-0.22%)
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 |
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
2,076 of the 5,732 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 $85.1B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new CVS positions and 85 closed out — a net gain of 35 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.
- 2,076 institutional investors held CVS Health (CVS) as of Q3 2021, up from 2,066 in Q2 2021.
- Funds reported $86.5B of CVS Health stock for Q3 2021, up 1.7% quarter-over-quarter.
- 120 funds opened new CVS Health positions in Q3 2021 and 85 closed out, a net change of +35 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.