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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
AWA
801
Arkadios Wealth Advisors
Georgia
$3.87M +$525K +5,300 +15%
WLPWM
802
Walled Lake Planning & Wealth Management
Illinois
$3.87M +$72K +727 +2%
HCA
803
Horan Capital Advisors
Ohio
$3.87M +$79.7K +805 +2%
VRM
804
Vectors Research Management
New York
$3.87M +$931K +9,406 +30%
JWCA
805
J.W. Coons Advisors
Ohio
$3.86M +$154K +1,555 +4%
GWM
806
Graybill Wealth Management
Illinois
$3.84M +$92.7K +937 +2%
CTA
807
Chesley Taft & Associates
Illinois
$3.83M +$111K +1,120 +3%
IMOV
808
Investment Management of Virginia
Virginia
$3.83M +$8.31K +84 +0.2%
S
809
Seeyond
France
$3.81M +$2.03M +20,492 +105%
HVP
810
Hudson Value Partners
Florida
$3.81M +$6.14K +62 +0.2%
KWM
811
Kingsview Wealth Management
Oregon
$3.81M +$171K +1,728 +5%
MA
812
Mutual Advisors
Nebraska
$3.81M +$333K +3,366 +9%
ISB
813
Iowa State Bank
Iowa
$3.8M +$13.9K +140 +0.4%
SCM
814
Shelton Capital Management
Colorado
$3.79M +$3.06M +30,872 +350%
BC
815
Brookfield Corp
Ontario, Canada
$3.77M +$3.91M +39,504 New
UA
816
Unison Advisors
District of Columbia
$3.77M +$22.6K +228 +0.6%
GWMIA
817
Global Wealth Management Investment Advisory
Florida
$3.76M +$79.3K +801 +2%
ACM
818
Argyle Capital Management
Pennsylvania
$3.75M -$19.8K -200 -0.5%
GT
819
Greenleaf Trust
Michigan
$3.73M +$302K +3,054 +8%
PTCG
820
Pring Turner Capital Group
California
$3.71M -$1.98M -20,005 -34%
Balyasny Asset Management
821
Balyasny Asset Management
Illinois
$3.71M -$1.02M -10,290 -21%
IA
822
IFG Advisory
Georgia
$3.71M +$225K +2,270 +6%
HAIM
823
Hunter Associates Investment Management
Pennsylvania
$3.65M -$25.7K -260 -0.7%
LCC
824
Lincoln Capital Corp
Rhode Island
$3.64M -$30.2K -305 -0.8%
EFS
825
Essex Financial Services
Connecticut
$3.61M -$88.9K -898 -2%

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.