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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
FMAEN1
1276
Fund Management at Engine No 1
California
$1.2M -$61.2K -618 -5%
TNA
1277
True North Advisors
Texas
$1.2M -$87.5K -884 -7%
VI
1278
Versor Investments
New York
$1.2M -$2.63M -26,549 -68%
WA
1279
WealthTrust Axiom
Pennsylvania
$1.2M -$4.55K -46 -0.4%
CC
1280
Centiva Capital
New York
$1.2M +$850K +8,591 +216%
SJIM
1281
St. Johns Investment Management
Florida
$1.2M +$13.3K +134 +1%
CAI
1282
Capital Advisors Inc
Oklahoma
$1.2M -$95.1K -961 -7%
CA
1283
CGN Advisors
Kansas
$1.2M +$378K +3,822 +44%
CWM
1284
C2C Wealth Management
Arizona
$1.19M +$17K +172 +1%
VIM
1285
Vista Investment Management
Pennsylvania
$1.19M +$10.7K +108 +0.9%
CA
1286
Cornerstone Advisory
Maryland
$1.18M +$221K +2,234 +22%
WPP
1287
Whalerock Point Partners
Rhode Island
$1.18M +$75.2K +760 +7%
BW
1288
Basepoint Wealth
Iowa
$1.18M -$288K -2,906 -19%
APG
1289
Abacus Planning Group
South Carolina
$1.18M -$18.9K -191 -2%
9WM
1290
9258 Wealth Management
Ohio
$1.18M -$102K -1,031 -8%
AP
1291
Appleton Partners
Massachusetts
$1.18M +$623K +6,292 +104%
RWA
1292
Ropes Wealth Advisors
Massachusetts
$1.18M -$990 -10 -0.1%
VCA
1293
Verdence Capital Advisors
Maryland
$1.17M +$115K +1,157 +10%
MFA
1294
Mayflower Financial Advisors
Massachusetts
$1.17M +$3.17K +32 +0.3%
CGL
1295
Clarius Group LLC
Washington
$1.17M +$51.3K +518 +4%
AG
1296
Ascent Group
Virginia
$1.17M -$259K -2,613 -18%
PG
1297
Proffitt & Goodson
Tennessee
$1.16M +$1.98K +20 +0.2%
WPC
1298
White Pine Capital
Minnesota
$1.16M +$2.48K +25 +0.2%
BSW
1299
Buckingham Strategic Wealth
Missouri
$1.16M -$20.9K -211 -2%
BWP
1300
Baldwin Wealth Partners
Massachusetts
$1.16M -$505K -5,100 -30%

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.