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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
1IA
1476
1620 Investment Advisors
Massachusetts
$785K -$14.7K -149 -2%
NIC
1477
Northwest Investment Counselors
Oregon
$784K +$4.95K +50 +0.6%
EW
1478
Element Wealth
Mississippi
$780K +$4.26K +43 +0.5%
NVIM
1479
New Vernon Investment Management
Illinois
$779K
BWM
1480
Buckley Wealth Management
Nevada
$775K -$383K -3,865 -32%
LSA
1481
Lion Street Advisors
Texas
$774K +$10.4K +105 +1%
HBW
1482
Hazlett, Burt & Watson
West Virginia
$773K +$2.18K +22 +0.3%
MMPW
1483
Mitchell McLeod Pugh & Williams
Alabama
$770K +$1.78K +18 +0.2%
DWP
1484
Destiny Wealth Partners
Florida
$770K +$791K +7,989 +8,976%
4WM
1485
44 Wealth Management
Oregon
$768K -$397K -4,008 -33%
RIA
1486
Realta Investment Advisors
Delaware
$768K +$417K +4,209 +109%
JDR
1487
Jay D. Rosenbaum
$766K -$12.3K -124 -2%
BOPW
1488
Brandywine Oak Private Wealth
Pennsylvania
$765K +$9.9K +100 +1%
EL
1489
EMFO LLC
Florida
$764K
VWA
1490
V Wealth Advisors
Kansas
$762K -$72.4K -731 -8%
RWB
1491
RMR Wealth Builders
New Jersey
$760K +$30.4K +307 +4%
FAIM
1492
Financial Advocates Investment Management
Washington
$758K -$1.71M -17,306 -68%
ASBI
1493
American State Bank (Iowa)
Iowa
$757K
BCA
1494
Bay Colony Advisors
Massachusetts
$757K +$16.9K +171 +2%
WHCI
1495
W.H. Cornerstone Investments
Massachusetts
$754K +$844K +8,524 New
DWA
1496
Douglass Winthrop Advisors
New York
$752K -$98K -990 -11%
HA
1497
Harfst & Associates
Wyoming
$752K -$40.8K -412 -5%
GL
1498
Graypoint LLC
New York
$752K +$170K +1,714 +28%
GPWA
1499
Great Point Wealth Advisors
Massachusetts
$751K
BA
1500
Ballast Advisors
Minnesota
$751K +$198 +2 +0%

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.