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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
1251
Castle Wealth Management
Florida
$1.3M -$55.9K -565 -4%
AIM
1252
ARGA Investment Management
Connecticut
$1.3M -$244K -2,468 -15%
BMM
1253
Buffington Mohr McNeal
Idaho
$1.29M +$25K +253 +2%
QCG
1254
Quadrant Capital Group
Ohio
$1.29M +$123K +1,242 +10%
RIA
1255
Regal Investment Advisors
Michigan
$1.29M -$1.26M -12,766 -49%
CP
1256
Camelot Portfolios
Ohio
$1.28M -$317K -3,207 -19%
GFG
1257
Greystone Financial Group
Michigan
$1.27M -$321K -3,243 -20%
HFBOT
1258
Home Federal Bank of Tennessee
Tennessee
$1.27M -$8.41K -85 -0.6%
BMC
1259
Beaton Management Company
Massachusetts
$1.26M
APP
1260
Avantax Planning Partners
Iowa
$1.26M -$33.4K -337 -2%
Koshinski Asset Management
1261
Koshinski Asset Management
Illinois
$1.25M +$93.6K +946 +8%
SSWM
1262
Sheets Smith Wealth Management
North Carolina
$1.25M +$244K +2,463 +23%
STAS
1263
Strong Tower Advisory Services
Minnesota
$1.25M +$27.2K +275 +2%
EWA
1264
EverSource Wealth Advisors
Alabama
$1.25M +$1.01M +10,172 +351%
GAMC
1265
Garner Asset Management Corp
Texas
$1.24M -$201K -2,033 -14%
BCM
1266
Boltwood Capital Management
California
$1.24M -$3.96K -40 -0.3%
DBRC
1267
D.B. Root & Company
Pennsylvania
$1.24M -$20.6K -208 -2%
HFM
1268
Harvest Fund Management
China
$1.23M +$85.1K +860 +7%
CCMT
1269
CMT Capital Markets Trading
Germany
$1.22M -$515K -5,202 -29%
CCA
1270
Checchi Capital Advisers
California
$1.22M +$4.75K +48 +0.4%
GWCM
1271
Godshalk Welsh Capital Management
Pennsylvania
$1.21M +$17.8K +180 +1%
CHJWM
1272
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.21M -$4.95K -50 -0.4%
AG
1273
AIA Group
Hong Kong
$1.21M -$2.95M -29,795 -70%
HIA
1274
Harbor Investment Advisory
Maryland
$1.21M +$60.5K +611 +5%
BOH
1275
Bank of Hawaii
Hawaii
$1.21M -$3.66K -37 -0.3%

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.