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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
SSG
1026
Summit Securities Group
New York
$2.18M +$332K +3,349 +17%
MMA
1027
Miracle Mile Advisors
California
$2.16M +$102K +1,032 +5%
BW
1028
Bison Wealth
Georgia
$2.15M +$1.94M +19,564 +644%
HKIM
1029
Hayek Kallen Investment Management
Alabama
$2.15M -$31K -313 -1%
KIA
1030
KCM Investment Advisors
California
$2.14M +$102K +1,035 +5%
WP
1031
Waycross Partners
Kentucky
$2.14M +$990K +10,000 +81%
AAM
1032
Arabesque Asset Management
United Kingdom
$2.13M -$2.87K -29 -0.1%
LRWA
1033
Long Run Wealth Advisors
New York
$2.13M -$840K -8,488 -28%
MA
1034
Montag & Associates
Georgia
$2.11M +$6.43K +65 +0.3%
HWM
1035
HB Wealth Management
Georgia
$2.11M +$146K +1,471 +7%
SFS
1036
Strategic Financial Services
New York
$2.11M -$94.2K -952 -4%
BAM
1037
Byrne Asset Management
New Jersey
$2.1M -$20.6K -208 -0.9%
SDIC
1038
South Dakota Investment Council
South Dakota
$2.1M
IWC
1039
Integrated Wealth Concepts
Massachusetts
$2.1M +$413K +4,172 +23%
FMWA
1040
Forvis Mazars Wealth Advisors
Missouri
$2.09M +$127K +1,284 +6%
SB
1041
Simmons Bank
Arkansas
$2.09M +$162K +1,634 +8%
MBTD
1042
Mechanics Bank - Trust Department
California
$2.09M -$3.46K -35 -0.2%
1832 Asset Management
1043
1832 Asset Management
Ontario, Canada
$2.08M -$1.89M -19,072 -47%
IIL
1044
Insight Inv LLC
California
$2.08M -$990 -10 -0%
NG
1045
Northstar Group
New York
$2.08M +$11.2K +113 +0.5%
LG
1046
LaFleur & Godfrey
Michigan
$2.08M
NPT
1047
Nixon Peabody Trust
Massachusetts
$2.07M -$1.47M -14,884 -41%
PHS
1048
Pekin Hardy Strauss
Illinois
$2.07M -$86.6K -875 -4%
BMC
1049
Benin Management Corp
Connecticut
$2.06M +$19.8K +200 +0.9%
AFM
1050
Abbot Financial Management
Massachusetts
$2.06M -$29.6K -299 -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.