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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
SCM
951
SOL Capital Management
Maryland
$2.59M -$2.48K -25 -0.1%
SC
952
Searle & Co
Connecticut
$2.57M
LNC
953
Lincoln National Corp
Pennsylvania
$2.57M +$89.9K +908 +3%
CWP
954
Capital Wealth Planning
Florida
$2.56M +$205K +2,076 +8%
UCI
955
Uncommon Cents Investing
Wisconsin
$2.55M -$76.7K -775 -3%
BMCM
956
Bryn Mawr Capital Management
Pennsylvania
$2.54M -$21K -212 -0.8%
RWM
957
Ritholtz Wealth Management
New York
$2.54M +$1.37M +13,813 +108%
AC
958
Asio Capital
Kentucky
$2.54M +$43.5K +439 +2%
SGA
959
Strategic Global Advisors
California
$2.54M +$2.63M +26,604 New
TFA
960
Teamwork Financial Advisors
Texas
$2.54M -$480K -4,848 -15%
TSWM
961
Triangle Securities Wealth Management
North Carolina
$2.53M -$38.4K -388 -1%
TPCW
962
TD Private Client Wealth
New York
$2.52M -$297K -2,999 -10%
CT
963
Coastline Trust
Rhode Island
$2.52M -$108K -1,096 -4%
ACM
964
Ategra Capital Management
Virginia
$2.52M
RIM
965
Redpoint Investment Management
Australia
$2.52M -$457K -4,612 -15%
CAL
966
Capital Analysts LLC
Pennsylvania
$2.52M +$164K +1,654 +7%
ARG
967
Advisory Resource Group
Oklahoma
$2.51M +$33.1K +334 +1%
COI
968
Connable Office Inc
Michigan
$2.51M -$17K -172 -0.6%
MYLI
969
Meiji Yasuda Life Insurance
Japan
$2.5M -$316K -3,188 -11%
DMBA
970
Deseret Mutual Benefit Administrators
Utah
$2.5M -$649K -6,554 -20%
RPCONE
971
Retirement Planning Company of New England
Rhode Island
$2.49M -$27.3K -276 -1%
CCG
972
Ceeto Capital Group
Florida
$2.49M +$792 +8 +0%
MIAN
973
Mariner Independent Advisor Network
Kansas
$2.49M +$146K +1,477 +6%
AW
974
Apricus Wealth
South Carolina
$2.48M -$121K -1,225 -5%
OHWP
975
Oak Harbor Wealth Partners
North Carolina
$2.47M

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.