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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
AF
1176
Advisornet Financial
Minnesota
$1.55M +$53.6K +541 +3%
NB
1177
Northwest Bancshares
Pennsylvania
$1.54M -$27K -273 -2%
CWS
1178
Confluence Wealth Services
Pennsylvania
$1.54M -$121K -1,226 -7%
BCP
1179
Blackhawk Capital Partners
Wisconsin
$1.54M -$66.5K -672 -4%
CI
1180
Cigna Investments
Connecticut
$1.54M -$76.4K -772 -5%
YC
1181
Yarbrough Capital
Tennessee
$1.54M
AWP
1182
Accretive Wealth Partners
New Jersey
$1.53M -$15.7K -159 -1%
PIMJS
1183
PKO Investment Management Joint-Stock
Poland
$1.53M
KS
1184
Karpas Strategies
Connecticut
$1.52M -$25K -253 -2%
MIC
1185
Meridian Investment Counsel
California
$1.52M
CIAS
1186
Capital Investment Advisory Services
North Carolina
$1.51M -$8.61K -87 -0.5%
LOAME
1187
Lombard Odier Asset Management (Europe)
United Kingdom
$1.51M -$88K -889 -5%
WA
1188
Wealth Alliance
New York
$1.51M +$45K +455 +3%
CWM
1189
Centric Wealth Management
Illinois
$1.51M -$52.5K -530 -3%
LMKC
1190
L.M. Kohn & Company
Ohio
$1.51M -$180K -1,816 -10%
CAAS
1191
Capital Asset Advisory Services
Michigan
$1.5M -$160K -1,615 -9%
VVP
1192
Venture Visionary Partners
Ohio
$1.5M +$57.7K +583 +4%
BRC
1193
Bell Rock Capital
Delaware
$1.5M +$1.56M +15,711 New
LD
1194
Lipe & Dalton
New York
$1.5M +$198 +2 +0%
LIM
1195
Leavell Investment Management
Alabama
$1.49M +$156K +1,575 +11%
SIG
1196
Sky Investment Group
Connecticut
$1.48M +$9.9K +100 +0.6%
CS
1197
Cannell & Spears
New York
$1.48M -$4.95K -50 -0.3%
ICM
1198
Intrepid Capital Management
Florida
$1.48M
BTWM
1199
Baker Tilly Wealth Management
Wisconsin
$1.46M +$61.6K +622 +4%
SWM
1200
Spire Wealth Management
Virginia
$1.46M -$1.25M -12,630 -45%

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.