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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
MSA
1126
McAlister Sweet & Associates
Texas
$1.79M +$102K +1,032 +6%
EVC
1127
Eidelman Virant Capital
Missouri
$1.78M
MFG
1128
Merit Financial Group
Georgia
$1.77M +$558K +5,640 +44%
HIMC
1129
Heritage Investors Management Corp
Maryland
$1.77M -$16.2K -164 -0.9%
TNBTD
1130
Trustmark National Bank Trust Department
Mississippi
$1.76M -$183K -1,851 -9%
SS
1131
Simplicity Solutions
Minnesota
$1.76M +$395K +3,990 +28%
PK
1132
Pflug Koory
Nebraska
$1.76M -$233K -2,350 -11%
SC
1133
Sepio Capital
Utah
$1.75M -$127K -1,278 -6%
SDWIA
1134
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.75M +$22.7K +229 +1%
VFPI
1135
Vantage Financial Partners (Illinois)
Illinois
$1.75M
SFCL
1136
Strengthening Families & Communities LLC
Massachusetts
$1.75M +$104K +1,052 +6%
AF
1137
Allworth Financial
California
$1.74M +$50K +505 +3%
CPO
1138
Cerity Partners OCIO
New York
$1.74M +$136K +1,371 +8%
PIM
1139
Penobscot Investment Management
Massachusetts
$1.74M
STC
1140
Sarah T. Connolly
$1.74M -$27.7K -280 -2%
FPB
1141
First PREMIER Bank
South Dakota
$1.73M +$18.8K +190 +1%
PSB
1142
Piscataqua Savings Bank
New Hampshire
$1.73M -$69.7K -704 -4%
OWA
1143
Octavia Wealth Advisors
Ohio
$1.72M -$1.39K -14 -0.1%
JSC
1144
Jackson Square Capital
California
$1.72M -$57.8K -584 -3%
DCM
1145
Decatur Capital Management
Georgia
$1.71M -$297 -3 -0%
WWA
1146
WCG Wealth Advisors
Nevada
$1.7M -$664K -6,704 -38%
TWA
1147
TCI Wealth Advisors
Arizona
$1.7M +$35.6K +360 +2%
WWM
1148
Wolff Wiese Magana
California
$1.68M +$27.3K +276 +2%
BPC
1149
Banque Pictet & Cie
Switzerland
$1.68M +$1.74M +17,600 New
RMAM
1150
Raab & Moskowitz Asset Management
New Jersey
$1.67M -$38.8K -392 -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.