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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
SC
976
Stolper & Co
Oklahoma
$2.47M +$113K +1,142 +5%
SFI
977
SPC Financial Inc
Maryland
$2.47M +$1.52M +15,337 +146%
AP
978
Americana Partners
Texas
$2.46M -$117K -1,187 -4%
AWM
979
Apollon Wealth Management
South Carolina
$2.46M -$20.5K -207 -0.8%
BAM
980
Boyar Asset Management
New York
$2.45M +$386K +3,898 +18%
LBC
981
Lawrence B. Cohen
$2.45M -$312K -3,157 -11%
ECM
982
Everence Capital Management
Indiana
$2.43M
CAC
983
Core Alternative Capital
Georgia
$2.42M +$490K +4,954 +24%
PCM
984
Prelude Capital Management
New York
$2.4M +$137K +1,385 +6%
GRP
985
Global Retirement Partners
California
$2.4M +$91.1K +920 +4%
SIP
986
Stoneridge Investment Partners
Pennsylvania
$2.39M +$1.26M +12,700 +102%
WFI
987
West Family Investments
California
$2.39M -$20.7K -209 -0.8%
LSA
988
L & S Advisors
California
$2.38M +$2.47M +24,990 New
BB
989
Busey Bank
Illinois
$2.38M -$204K -2,060 -8%
CF
990
Copperwynd Financial
Arizona
$2.37M -$38.5K -389 -2%
HH
991
Hilltop Holdings
Texas
$2.37M +$314K +3,176 +15%
SA
992
Strategic Advisors
New York
$2.37M -$75.3K -761 -3%
CB
993
Cadence Bank
Mississippi
$2.37M +$2.46M +24,825 New
BOTW
994
Bank of the West
California
$2.36M -$125K -1,260 -5%
S
995
SignatureFD
Georgia
$2.35M +$167K +1,688 +7%
CCP
996
Corient Capital Partners
California
$2.34M
6F
997
626 Financial
Michigan
$2.34M -$39.4K -398 -2%
JSL
998
JT Stratford LLC
Georgia
$2.33M -$142K -1,435 -6%
CNFG
999
Creegan & Nassoura Financial Group
New Hampshire
$2.32M
IBOK
1000
Independence Bank of Kentucky
Kentucky
$2.31M -$45.2K -457 -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.