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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
CP
1376
CenterBook Partners
Connecticut
$984K +$1.02M +10,314 New
WIA
1377
Westbourne Investment Advisors
Maryland
$982K
MMM
1378
Mendel Money Management
Illinois
$982K +$288K +2,910 +39%
V
1379
VeraBank
Texas
$973K -$29.7K -300 -3%
LWCFA
1380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$964K -$28.7K -290 -3%
SIG
1381
Sargent Investment Group
Maryland
$964K -$5.44K -55 -0.6%
TSS
1382
Two Sigma Securities
New York
$963K -$998K -10,081 -50%
SFP
1383
Sweet Financial Partners
Minnesota
$962K +$99 +1 +0%
KOC
1384
Koss-Olinger Consulting
Florida
$961K -$50.6K -511 -5%
ACP
1385
Aviance Capital Partners
Florida
$961K +$3.96K +40 +0.4%
WDA
1386
Wendell David Associates
New Hampshire
$960K
DA
1387
Doliver Advisors
Texas
$959K +$10.4K +105 +1%
AWM
1388
Axxcess Wealth Management
California
$959K +$23.3K +235 +2%
PWPS
1389
Pinnacle Wealth Planning Services
Ohio
$956K +$10.3K +104 +1%
QI
1390
Qtron Investments
Massachusetts
$955K +$147K +1,485 +17%
MC
1391
Miramar Capital
Illinois
$954K -$55K -556 -5%
SRG
1392
SBB Research Group
Illinois
$953K +$5.54K +56 +0.6%
AB
1393
Atlas Brown
Kentucky
$946K +$8.41K +85 +0.9%
WQ
1394
Wealth Quarterback
New Jersey
$944K +$3.66K +37 +0.4%
NL
1395
Navalign LLC
California
$940K +$28.3K +286 +3%
ITIM
1396
Indiana Trust & Investment Management
Indiana
$932K +$4.95K +50 +0.5%
KF
1397
Krilogy Financial
Missouri
$931K +$68K +687 +8%
DTL
1398
Dynamic Technology Lab
Singapore
$931K +$966K +9,763 New
WFS
1399
Widmann Financial Services
Maryland
$929K -$9.8K -99 -1%
DLHL
1400
Donald L. Hagan LLC
Florida
$927K -$22.5K -227 -2%

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.