We are live on ! Find out more
CVS icon

CVS Health

2,325 hedge funds and large institutions have $98.5B invested in CVS Health in 2022 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 1,027 increasing their positions, 911 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 89

38% more call options, than puts

Call options by funds: $1.57B | Put options by funds: $1.14B

23% more funds holding in top 10

Funds holding in top 10: 138170 (+32)

13% more repeat investments, than reductions

Existing positions increased: 1,027 | Existing positions reduced: 911

3% more capital invested

Capital invested by funds: $95.2B → $98.5B (+$3.3B)

1% more funds holding

Funds holding: 2,3082,325 (+17)

0.44% more ownership

Funds ownership: 78.51%78.95% (+0.44%)

Holders
2,325
Holders Change
+17
Holders Change %
+0.74%
% of All Funds
40.04%
Holding in Top 10
170
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.19%
% of All Funds
2.93%
New
142
Increased
1,027
Reduced
911
Closed
89
Calls
$1.57B
Puts
$1.14B
Net Calls
+$432M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
726
EDMP Inc
Florida
$4.74M -$44.3K -448 -0.9%
CCM
727
Cox Capital Management
Massachusetts
$4.74M +$173K +1,748 +4%
TC
728
TownSquare Capital
Utah
$4.74M +$323K +3,266 +7%
NMIMC
729
Northwestern Mutual Investment Management Company
Wisconsin
$4.65M -$912K -9,217 -16%
ASA
730
Armstrong Shaw Associates
Connecticut
$4.64M
JWM
731
Jackson Wealth Management
Florida
$4.64M +$2.84M +28,690 +144%
TA
732
Townsend & Associates
Colorado
$4.63M +$83.5K +844 +2%
CIG
733
Consolidated Investment Group
Colorado
$4.63M +$247K +2,500 +5%
SWK
734
Stephen W. Kidder
$4.61M -$28.7K -290 -0.6%
UAM
735
Unison Asset Management
Florida
$4.6M +$177K +1,786 +4%
HW
736
Hedeker Wealth
Illinois
$4.57M +$202K +2,043 +4%
BCFS
737
Butensky & Cohen Financial Security
Florida
$4.55M +$256K +2,587 +6%
H6H
738
Hightower 6M Holding
Kansas
$4.54M -$1.77M -17,853 -27%
BPM
739
Bowling Portfolio Management
Ohio
$4.54M -$306K -3,093 -6%
PC
740
Pavadi Capital
New York
$4.53M -$455K -4,592 -9%
DGAM
741
Desjardins Global Asset Management
Quebec, Canada
$4.52M -$392K -3,963 -8%
CT
742
Chicago Trust
Illinois
$4.52M -$55.1K -557 -1%
BCV
743
Banque Cantonale Vaudoise
Switzerland
$4.52M -$300K -3,032 -6%
RIG
744
Roosevelt Investment Group
New York
$4.5M +$114K +1,149 +2%
ECM
745
Estabrook Capital Management
New York
$4.49M -$7.92K -80 -0.2%
SFI
746
Susquehanna Fundamental Investments
Pennsylvania
$4.49M +$4.66M +47,112 New
KRSITF
747
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.49M +$222K +2,247 +5%
CWG
748
Cornerstone Wealth Group
North Carolina
$4.48M +$41.4K +418 +0.9%
FB
749
Fulton Bank
Pennsylvania
$4.47M +$193K +1,948 +4%
ZIG
750
Zurich Insurance Group
Switzerland
$4.46M -$57.1M -576,712 -92%

CVS Hedge Fund Activity: Q3 2022 in Review

2,325 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q3 2022, worth a combined $98.5B — up 3.5% from $95.2B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CVS positions and 89 closed out — a net gain of 53 holders — while 1,027 added to existing stakes and 911 trimmed.

The largest buyer was Amundi, adding an estimated $226M. The largest seller was Veritas Asset Management, cutting an estimated $162M.

  • 2,325 institutional investors held CVS Health (CVS) as of Q3 2022, up from 2,308 in Q2 2022.
  • Funds reported $98.5B of CVS Health stock for Q3 2022, up 3.5% quarter-over-quarter.
  • 142 funds opened new CVS Health positions in Q3 2022 and 89 closed out, a net change of +53 holders.
  • The largest CVS Health buyer in Q3 2022 was Amundi, an estimated $226M added.
  • The largest CVS Health seller in Q3 2022 was Veritas Asset Management, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2022.