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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
Bessemer Group
751
Bessemer Group
New Jersey
$4.42M +$42.9K +433 +0.9%
LA
752
Lynch & Associates
Indiana
$4.41M +$516K +5,215 +13%
BCM
753
BTR Capital Management
California
$4.4M +$4.36K +44 +0.1%
V
754
Veritable
Delaware
$4.4M -$54.4K -550 -1%
AHIA
755
Andrew Hill Investment Advisors
Florida
$4.39M +$2.2M +22,216 +93%
LG
756
Leuthold Group
Minnesota
$4.39M +$4.56M +46,038 New
HEIP
757
Hudson Edge Investment Partners
New Jersey
$4.34M -$633K -6,391 -12%
MYAM
758
Meiji Yasuda Asset Management
Japan
$4.34M -$159K -1,610 -3%
TI
759
Truepoint Inc
Ohio
$4.33M -$495K -5,000 -10%
RWM
760
RBA Wealth Management
California
$4.31M +$55.8K +564 +1%
AC
761
Allstate Corporation
Illinois
$4.28M -$29.8K -301 -0.7%
EM
762
Excalibur Management
Massachusetts
$4.27M -$81.1K -819 -2%
SB
763
Strategic Blueprint
Georgia
$4.25M +$1.15M +11,612 +35%
PCTC
764
Perkins Coie Trust Company
Washington
$4.25M +$16.9K +171 +0.4%
VWA
765
Visionary Wealth Advisors
Illinois
$4.24M +$204K +2,065 +5%
FAM
766
Fred Alger Management
New York
$4.23M +$460K +4,645 +12%
AC
767
Arjuna Capital
North Carolina
$4.22M +$1.39K +14 +0%
NCM
768
Narwhal Capital Management
Georgia
$4.21M +$270K +2,730 +7%
RSWM
769
Robertson Stephens Wealth Management
California
$4.21M -$336K -3,392 -7%
ONSWM
770
Old North State Wealth Management
North Carolina
$4.19M +$16.2K +164 +0.4%
ATPW
771
Ashton Thomas Private Wealth
Arizona
$4.19M +$149K +1,507 +4%
NSEDCP
772
NJ State Employees Deferred Compensation Plan
New Jersey
$4.17M
LA
773
Legacy Advisors
Pennsylvania
$4.16M +$293K +2,957 +7%
MCA
774
Morris Capital Advisors
Pennsylvania
$4.16M -$50.4K -509 -1%
WIS
775
Wright Investors Service
Connecticut
$4.15M +$54.3K +549 +1%

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.