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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
CG
1351
Cutler Group
California
$1.05M -$975K -9,849 -47%
WPC
1352
Wedmont Private Capital
Pennsylvania
$1.05M +$219K +2,212 +25%
S
1353
SimplyRich
California
$1.05M -$594 -6 -0.1%
AT
1354
Arvest Trust
Oklahoma
$1.05M +$785K +7,931 +256%
AIM
1355
Arcadia Investment Management
Michigan
$1.05M
MUAMU
1356
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.05M +$1.09M +11,000 New
MSFP
1357
Mark Sheptoff Financial Planning
Connecticut
$1.04M -$19.8K -200 -2%
KA
1358
Kovack Advisors
Florida
$1.04M +$14K +141 +1%
ATC
1359
Adirondack Trust Company
New York
$1.03M +$18.3K +185 +2%
SJIA
1360
St. James Investment Advisors
New York
$1.03M -$113K -1,145 -10%
PIM
1361
Perpetual Investment Management
Australia
$1.03M +$6.93K +70 +0.7%
BDFN
1362
Bond & Devick Financial Network
Minnesota
$1.03M +$19.8K +200 +2%
BC
1363
Barrett & Company
Rhode Island
$1.03M +$1.09M +11,034 New
PP
1364
Patten & Patten
Tennessee
$1.03M
WA
1365
WBH Advisory
Maryland
$1.02M -$4.75K -48 -0.4%
RT
1366
Rockland Trust
Massachusetts
$1.02M -$23.2K -234 -2%
WFA
1367
Wipfli Financial Advisors
Wisconsin
$1M +$1.04M +10,539 New
RCC
1368
Red Cedar Capital
Nebraska
$1M
WKWM
1369
Walter & Keenan Wealth Management
Indiana
$1M +$24.6K +249 +2%
FFWA
1370
FRG Family Wealth Advisors
Washington
$997K -$33.2K -335 -3%
CFGS
1371
Concourse Financial Group Securities
Alabama
$996K +$4.55K +46 +0.4%
RFN
1372
RDA Financial Network
Iowa
$996K +$81.6K +824 +9%
CTFG
1373
Capstone Triton Financial Group
Oklahoma
$994K -$37.1K -375 -3%
NCM
1374
Northside Capital Management
Oregon
$993K
1SB
1375
1ST Source Bank
Indiana
$993K +$8.12K +82 +0.8%

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.