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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
PAM
1601
Premier Asset Management
Illinois
$600K +$162K +1,637 +35%
PWMAG
1602
Pinnacle Wealth Management Advisory Group
New Jersey
$597K +$346K +3,495 +126%
MCC
1603
Money Concepts Capital
Florida
$596K +$77.2K +780 +14%
CCM
1604
Cribstone Capital Management
Maine
$593K +$11.3K +114 +2%
WSFS
1605
Wilmington Savings Fund Society
Delaware
$592K -$24.5K -248 -4%
MWPCG
1606
Measured Wealth Private Client Group
New Hampshire
$589K +$60K +606 +11%
CWM
1607
Connecticut Wealth Management
Connecticut
$588K -$75.3K -761 -11%
PIFP
1608
Partners in Financial Planning
Virginia
$585K -$24.7K -250 -4%
CAM
1609
Campion Asset Management
Virginia
$584K
SMH
1610
Sanders Morris Harris
Texas
$584K
IP
1611
Ignite Planners
California
$584K +$81.7K +825 +16%
FPAS
1612
Focus Partners Advisor Solutions
Missouri
$584K +$190K +1,920 +46%
WOSD
1613
WFA of San Diego
California
$582K +$594 +6 +0.1%
IA
1614
Insight Advisors
Pennsylvania
$581K +$24.1K +243 +4%
BFAG
1615
Blackston Financial Advisory Group
Florida
$580K -$20.2K -204 -3%
OCM
1616
Orleans Capital Management
Louisiana
$580K -$9.9K -100 -2%
HFG
1617
Heron Financial Group
New York
$580K +$9.9K +100 +2%
SIC
1618
Samalin Investment Counsel
New York
$579K +$33.2K +335 +6%
PWS
1619
Precision Wealth Strategies
Missouri
$578K -$43.9K -444 -7%
DFS
1620
Dixon Fnancial Services
California
$578K +$99 +1 +0%
TFS
1621
Thoroughbred Financial Services
Tennessee
$577K +$396 +4 +0.1%
MWM
1622
Mission Wealth Management
California
$576K +$65.1K +658 +12%
HCM
1623
Hall Capital Management
Rhode Island
$575K -$792 -8 -0.1%
NFC
1624
Northeast Financial Consultants
Connecticut
$573K
WIM
1625
Westside Investment Management
California
$567K -$57.3K -579 -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.