We are live on ! Find out more
CVS icon

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
FCA
1401
FLC Capital Advisors
California
$926K -$155K -1,569 -14%
Tudor Investment Corp
1402
Tudor Investment Corp
Connecticut
$925K -$6.21M -62,711 -87%
MIP
1403
Marietta Investment Partners
Wisconsin
$922K +$447K +4,512 +95%
JCIA
1404
Jackson Creek Investment Advisors
Colorado
$921K -$11.8K -119 -1%
DP
1405
Dearborn Partners
Illinois
$919K +$43.2K +436 +5%
PMA
1406
Prudent Man Advisors
Illinois
$917K -$143K -1,441 -13%
FRM
1407
Fox Run Management
Connecticut
$916K +$950K +9,600 New
FNBTCON
1408
First National Bank & Trust Co of Newtown
Pennsylvania
$915K
MIH
1409
Meitav Investment House
Israel
$910K +$93.3K +943 +11%
OIM
1410
Oder Investment Management
California
$909K +$1.88K +19 +0.2%
CWAG
1411
Compton Wealth Advisory Group
Virginia
$908K +$111K +1,125 +13%
SBL
1412
Sargent Bickham Lagudis
Colorado
$899K -$11.4K -115 -1%
EA
1413
Emerald Advisers
Pennsylvania
$895K +$297 +3 +0%
RB
1414
Renasant Bank
Mississippi
$888K -$28.5K -288 -3%
FNFDCM
1415
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$888K +$19.9K +201 +2%
SCM
1416
Schnieders Capital Management
California
$885K +$198K +2,000 +27%
SCA
1417
Spearhead Capital Advisors
Florida
$883K -$8.76M -88,460 -91%
TCWM
1418
Total Clarity Wealth Management
Illinois
$883K +$153K +1,548 +20%
WBCM
1419
Wilson & Boucher Capital Management
California
$882K -$9.8K -99 -1%
LFASL
1420
Lugano Financial Advisors SA (LFA)
Switzerland
$879K +$437K +4,418 +92%
JF
1421
Joule Financial
Kentucky
$870K +$29.5K +298 +3%
CA
1422
Continuum Advisory
Idaho
$867K -$37.8K -382 -4%
VBCG
1423
Valley Brook Capital Group
Pennsylvania
$865K +$17.3K +175 +2%
AC
1424
Avestar Capital
New York
$865K +$143K +1,440 +19%
RCM
1425
Raleigh Capital Management
North Carolina
$861K +$42.1K +425 +5%

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.