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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
CWM
1201
Cornerstone Wealth Management
Missouri
$1.45M +$9.9K +100 +0.7%
IWS
1202
Insight Wealth Strategies
California
$1.45M
OPS
1203
Orion Portfolio Solutions
Nebraska
$1.45M +$129K +1,305 +9%
EWM
1204
Elmwood Wealth Management
California
$1.44M +$17.3K +175 +1%
MGIA
1205
Moneta Group Investment Advisors
Missouri
$1.43M -$214K -2,166 -13%
WI
1206
Wahed Invest
New York
$1.43M +$110K +1,116 +8%
FFH
1207
Fairfax Financial Holdings
Ontario, Canada
$1.43M
KA
1208
Kintegral Advisory
New York
$1.43M
MPCG
1209
Matrix Private Capital Group
New York
$1.42M -$80.9K -817 -5%
ADMI
1210
Albert D. Mason Inc
Massachusetts
$1.42M +$4.85K +49 +0.3%
III
1211
Independent Investors Inc
New York
$1.42M
SSI
1212
Scott & Selber Inc
Texas
$1.42M +$4.65K +47 +0.3%
DT
1213
Diversified Trust
Tennessee
$1.42M +$14.4K +145 +1%
MWVC
1214
Morgens Waterfall Vintiadis & Co
New York
$1.41M
ADIM
1215
Alpha DNA Investment Management
Maryland
$1.41M +$1.46M +14,800 New
PI
1216
Pettee Investors
Connecticut
$1.41M
BJL
1217
Brighton Jones LLC
Washington
$1.41M -$78.3K -791 -5%
MC
1218
Middleton & Co
Massachusetts
$1.41M -$20.8K -210 -1%
CWM
1219
Curi Wealth Management
North Carolina
$1.41M +$1.32M +13,314 +932%
TAM
1220
Trust Asset Management
Texas
$1.41M +$102K +1,030 +8%
BWM
1221
BCGM Wealth Management
Indiana
$1.4M +$88.5K +894 +7%
CCB
1222
Cutter & Co Brokerage
Missouri
$1.39M -$34.2K -346 -2%
BFM
1223
Boston Financial Management
Massachusetts
$1.39M +$84.4K +853 +6%
CNBT
1224
Cornerstone National Bank & Trust
Illinois
$1.38M -$396 -4 -0%
KCM
1225
Knoll Capital Management
Florida
$1.38M

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.