CVS Health
CVS
2,342 hedge funds and large institutions have $107B invested in CVS Health in 2021 Q4 according to their latest regulatory filings, with 380 funds opening new positions, 898 increasing their positions, 834 reducing their positions, and 75 closing their positions.
407% more first-time investments, than exits
New positions opened: 380 | Existing positions closed: 75
55% more funds holding in top 10
Funds holding in top 10: 93 → 144 (+51)
24% more capital invested
Capital invested by funds: $86.5B → $107B (+$20.8B)
13% more funds holding
Funds holding: 2,074 → 2,342 (+268)
1.64% more ownership
Funds ownership: 77.2% → 78.83% (+1.6%)
8% more repeat investments, than reductions
Existing positions increased: 898 | Existing positions reduced: 834
5% less call options, than puts
Call options by funds: $2.64B | Put options by funds: $2.79B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$801M |
| 2 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$311M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$274M |
| 4 |
Millennium Management
New York
|
+$271M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$175M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$204M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$157M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$148M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$125M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$120M |
CVS Hedge Fund Activity: Q4 2021 in Review
2,342 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q4 2021, worth a combined $107B — up 24% from $86.5B a quarter earlier.
Buyers outnumbered sellers: 380 funds opened new CVS positions and 75 closed out — a net gain of 305 holders — while 898 added to existing stakes and 834 trimmed.
The largest buyer was DZ Bank, adding an estimated $801M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $204M.
- 2,342 institutional investors held CVS Health (CVS) as of Q4 2021, up from 2,074 in Q3 2021.
- Funds reported $107B of CVS Health stock for Q4 2021, up 24% quarter-over-quarter.
- 380 funds opened new CVS Health positions in Q4 2021 and 75 closed out, a net change of +305 holders.
- The largest CVS Health buyer in Q4 2021 was DZ Bank, an estimated $801M added.
- The largest CVS Health seller in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $204M sold.
Based on aggregated 13F filings for Q4 2021.