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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
FMB
1526
Field & Main Bank
Kentucky
$708K -$4.65K -47 -0.6%
SF
1527
Symphony Financial
Texas
$708K +$75.1K +759 +12%
AI
1528
AXS Investments
New York
$706K +$33.8K +341 +5%
BBNA
1529
Bremer Bank National Association
Minnesota
$705K -$99.8K -1,008 -12%
BHA
1530
Beech Hill Advisors
New York
$703K -$29.7K -300 -4%
CNBTD
1531
Citizens National Bank Trust Department
Mississippi
$701K +$71.5K +722 +11%
IWA
1532
Icon Wealth Advisors
Texas
$701K +$727K +7,347 New
IGWM
1533
ICA Group Wealth Management
Colorado
$693K +$9.01K +91 +1%
JWA
1534
JFS Wealth Advisors
Pennsylvania
$692K -$10.7K -108 -1%
MWA
1535
Meridian Wealth Advisors
Texas
$688K
WF
1536
Williams Financial
Vermont
$682K -$32.9K -332 -4%
NP
1537
NorthRock Partners
Minnesota
$682K +$43.7K +441 +7%
FNT
1538
First Nebraska Trust
Nebraska
$680K +$31.6K +319 +5%
SA
1539
Syntax Advisors
New York
$680K -$18.2K -184 -3%
VCG
1540
Vantage Consulting Group
Virginia
$680K -$18.2K -184 -3%
CFS
1541
CRA Financial Services
New Jersey
$680K -$8.61K -87 -1%
CAM
1542
CenterStar Asset Management
Illinois
$678K
FCFC
1543
First Commonwealth Financial Corp
Pennsylvania
$675K +$8.22K +83 +1%
BSA
1544
Bull Street Advisors
Georgia
$674K +$4.95K +50 +0.7%
FIB
1545
First Interstate Bank
Montana
$668K +$18.8K +190 +3%
FOA
1546
Five Oceans Advisors
California
$668K +$68.5K +692 +11%
EB
1547
Eastern Bank
Massachusetts
$666K +$7.42K +75 +1%
TA
1548
TruWealth Advisors
Louisiana
$665K +$179K +1,805 +35%
LWM
1549
Laidlaw Wealth Management
New York
$663K -$24.5K -248 -3%
ZIC
1550
ZWJ Investment Counsel
Georgia
$662K -$12K -121 -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.