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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
PWMG
1576
Prestige Wealth Management Group
New Jersey
$631K +$46.8K +473 +8%
MF
1577
Meridian Financial
Massachusetts
$631K +$5.64K +57 +0.9%
FMLI
1578
Fukoku Mutual Life Insurance
Japan
$630K
EFI
1579
EHP Funds Inc
Canada
$629K -$79.2K -800 -11%
MSA
1580
Marino Stram & Associates
Massachusetts
$628K +$8.71K +88 +1%
CC
1581
Copperleaf Capital
North Carolina
$628K +$23K +232 +4%
PBO
1582
Peoples Bank (Ohio)
Ohio
$625K -$24.5K -248 -4%
NL
1583
NWAM LLC
Washington
$624K -$96.3K -973 -13%
SGI
1584
Summit Global Investments
Utah
$623K +$396 +4 +0.1%
CG
1585
CFO4Life Group
Texas
$622K +$645K +6,521 New
ACA
1586
Aptus Capital Advisors
Alabama
$621K +$154K +1,551 +31%
DG
1587
DMC Group
Alabama
$619K +$7.52K +76 +1%
PPP
1588
Private Portfolio Partners
New Jersey
$617K -$43.1K -435 -6%
HWA
1589
Heritage Wealth Advisors
Virginia
$615K -$14.8K -150 -2%
AIM
1590
Athena Investment Management
California
$614K -$13.1K -132 -2%
EL
1591
Essex LLC
Illinois
$613K -$39.1K -395 -6%
AAM
1592
Aureus Asset Management
Massachusetts
$612K +$99 +1 +0%
WG
1593
Winton Group
United Kingdom
$609K -$1.52M -15,397 -71%
JFA
1594
JNBA Financial Advisors
Minnesota
$609K -$10.8K -109 -2%
CSIC
1595
Clifford Swan Investment Counsel
California
$608K -$10.1K -102 -2%
UAS
1596
United Asset Strategies
New York
$604K +$27.5K +278 +5%
MS
1597
Maven Securities
Jersey
$604K +$627K +6,333 New
SF
1598
Summit Financial
New Jersey
$602K +$62K +626 +11%
CLOS
1599
Compagnie Lombard Odier SCmA
Switzerland
$601K
ST
1600
Sabal Trust
Florida
$601K +$5.94K +60 +1%

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.