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CVS Health
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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: 138 → 170 (+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: 2,308 → 2,325 (+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

Top Buyers

Rank Fund Capital Flow
1
Amundi
Amundi
France
+$226M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$205M
3
Capital World Investors
Capital World Investors
California
+$204M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$171M
5
Man Group
Man Group
United Kingdom
+$142M

Top Sellers

Rank Fund Capital Flow
1
VAM
Veritas Asset Management
United Kingdom
-$162M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$97.3M
3
Two Sigma Investments
Two Sigma Investments
New York
-$96.4M
4
IIM
INTECH Investment Management
Florida
-$94.6M
5
UBS Group
UBS Group
Switzerland
-$89.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
926
Brookstone Capital Management
Illinois
$2.73M +$316K +3,192 +11%
RCM
927
Radnor Capital Management
Pennsylvania
$2.73M +$18.2K +184 +0.6%
GCA
928
Greenwood Capital Associates
South Carolina
$2.72M +$2.59M +26,147 +1,099%
PA
929
Parallel Advisors
California
$2.72M +$165K +1,666 +6%
CFMC
930
Curbstone Financial Management Corp
New Hampshire
$2.72M -$396 -4 -0%
HPM
931
Hudson Portfolio Management
New York
$2.71M -$147K -1,485 -5%
GTAM
932
Global Trust Asset Management
Florida
$2.71M +$14.7K +149 +0.5%
ACM
933
Alta Capital Management
Utah
$2.7M -$230K -2,326 -8%
SIA
934
Schechter Investment Advisors
Michigan
$2.69M +$351K +3,549 +14%
USCWA
935
U.S. Capital Wealth Advisors
Texas
$2.68M -$100K -1,010 -3%
FCH
936
Freestone Capital Holdings
Washington
$2.66M -$1.2M -12,094 -30%
BFC
937
Blue Fin Capital
Rhode Island
$2.65M -$96.5K -975 -3%
WAM
938
Westport Asset Management
Connecticut
$2.65M – – –
IAS
939
IMA Advisory Services
Colorado
$2.65M -$53.1K -536 -2%
HIP
940
HUB Investment Partners
Texas
$2.64M +$102K +1,032 +4%
LWA
941
Lineweaver Wealth Advisors
Ohio
$2.63M +$1.6M +16,212 +142%
ST
942
Sentinel Trust
Texas
$2.63M -$63.6K -643 -2%
FCCM
943
First City Capital Management
Georgia
$2.63M -$170K -1,717 -6%
MBT
944
Montecito Bank & Trust
California
$2.63M -$92.3K -932 -3%
WI
945
Wintrust Investments
Illinois
$2.62M -$445K -4,499 -13%
EF
946
Exeter Financial
Arizona
$2.62M +$27.4K +277 +1%
IAS
947
Investment Advisory Services
Texas
$2.62M -$4.95K -50 -0.2%
LTI
948
Laffer Tengler Investments
Tennessee
$2.62M +$346K +3,494 +15%
BWM
949
BerganKDV Wealth Management
Minnesota
$2.61M +$20.8K +210 +0.8%
PFS
950
Prospera Financial Services
Texas
$2.6M +$30.5K +308 +1%
36 37
38
39 40

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.