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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
CW
1551
CreativeOne Wealth
Kansas
$660K +$26K +263 +4%
GWS
1552
Glassman Wealth Services
Virginia
$659K +$25.8K +261 +4%
FDS
1553
First Dallas Securities
Texas
$658K -$221K -2,233 -24%
TFS
1554
TrustCore Financial Services
Tennessee
$658K +$26.4K +267 +4%
WP
1555
WealthSource Partners
California
$658K +$66.2K +669 +11%
ET
1556
Equitable Trust
Tennessee
$657K -$14.7K -148 -2%
GWA
1557
GGM Wealth Advisors
Maryland
$657K +$129K +1,300 +22%
FA
1558
Faithward Advisors
Pennsylvania
$657K +$682K +6,886 New
OPA
1559
Old Port Advisors
Maine
$656K -$12.6K -127 -2%
SLG
1560
Stanley-Laman Group
Pennsylvania
$652K
TC
1561
Truvestments Capital
Florida
$651K +$1.78K +18 +0.3%
FNBOH
1562
First National Bank of Hutchinson
Kansas
$651K +$60.6K +612 +10%
DLG
1563
Daniel L. Goodwin
$648K +$121K +1,220 +22%
NHC
1564
Nicholas Hoffman & Company
Georgia
$646K +$495 +5 +0.1%
GC
1565
Gilbert & Cook
Iowa
$644K +$15.8K +160 +2%
ZF
1566
Zhang Financial
Michigan
$644K +$20K +202 +3%
AIM
1567
Aspen Investment Management
Michigan
$639K +$495 +5 +0.1%
CA
1568
Crumly & Associates
Illinois
$638K +$7.82K +79 +1%
PFSC
1569
Peoples Financial Services Corp
Pennsylvania
$636K +$6.33K +64 +1%
CWM
1570
Chesapeake Wealth Management
Virginia
$636K +$295K +2,983 +81%
ACS
1571
Archford Capital Strategies
Illinois
$633K +$7.52K +76 +1%
KCM
1572
KRS Capital Management
Michigan
$632K +$42.7K +431 +7%
SCM
1573
Stevens Capital Management
Pennsylvania
$631K -$100K -1,011 -13%
IP
1574
Intellectus Partners
California
$631K -$55.4K -560 -8%
NW
1575
Naviter Wealth
Arkansas
$631K +$41.2K +416 +7%

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.