CVS Health
CVS
2,406 hedge funds and large institutions have $97.2B invested in CVS Health in 2022 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 952 increasing their positions, 991 reducing their positions, and 111 closing their positions.
115% more first-time investments, than exits
New positions opened: 239 | Existing positions closed: 111
12% more call options, than puts
Call options by funds: $1.7B | Put options by funds: $1.52B
3% more funds holding
Funds holding: 2,325 → 2,406 (+81)
0.48% less ownership
Funds ownership: 78.95% → 78.48% (-0.48%)
1% less capital invested
Capital invested by funds: $98.5B → $97.2B (-$1.33B)
4% less repeat investments, than reductions
Existing positions increased: 952 | Existing positions reduced: 991
30% less funds holding in top 10
Funds holding in top 10: 170 → 119 (-51)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$320M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$154M |
| 3 |
CSA
Cottage Street Advisors
Marion,
Massachusetts
|
+$142M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$117M |
| 5 |
Goldman Sachs
New York
|
+$114M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$420M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$402M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$357M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$192M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$142M |
CVS Hedge Fund Activity: Q4 2022 in Review
2,406 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q4 2022, worth a combined $97.2B — down 1.3% from $98.5B a quarter earlier.
Buyers outnumbered sellers: 239 funds opened new CVS positions and 111 closed out — a net gain of 128 holders — while 952 added to existing stakes and 991 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $320M. The largest seller was Capital World Investors, cutting an estimated $420M.
- 2,406 institutional investors held CVS Health (CVS) as of Q4 2022, up from 2,325 in Q3 2022.
- Funds reported $97.2B of CVS Health stock for Q4 2022, down 1.3% quarter-over-quarter.
- 239 funds opened new CVS Health positions in Q4 2022 and 111 closed out, a net change of +128 holders.
- The largest CVS Health buyer in Q4 2022 was Morgan Stanley, an estimated $320M added.
- The largest CVS Health seller in Q4 2022 was Capital World Investors, an estimated $420M sold.
Based on aggregated 13F filings for Q4 2022.