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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
RIA
1726
Richwood Investment Advisors
Ohio
$447K
LIM
1727
Loudon Investment Management
New Hampshire
$446K -$377K -3,807 -45%
WMP
1728
Wealth Management Partners
Arizona
$446K
GAM
1729
Grandview Asset Management
Pennsylvania
$446K +$198 +2 +0%
EFG
1730
Everhart Financial Group
Ohio
$446K +$55.5K +561 +14%
LAM
1731
Lingohr Asset Management
Germany
$445K
WMA
1732
Wealth Management Associates
New Jersey
$445K
SCFS
1733
S.C. Financial Services
Arizona
$442K +$990 +10 +0.2%
KLCM
1734
KG&L Capital Management
Louisiana
$439K -$3.96K -40 -0.9%
CWM
1735
Cadence Wealth Management
Massachusetts
$439K
FWSM
1736
First Wilshire Securities Management
California
$439K
CA
1737
CoreCap Advisors
Michigan
$438K +$169K +1,705 +59%
JIC
1738
Joel Isaacson & Co
New York
$437K +$104K +1,054 +30%
MCP
1739
Mirador Capital Partners
California
$436K -$10.4K -105 -2%
OCM
1740
One Capital Management
California
$436K +$8.31K +84 +2%
BMWM
1741
Brown Miller Wealth Management
Virginia
$435K +$495 +5 +0.1%
WIP
1742
WealthCare Investment Partners
Rhode Island
$435K +$65.9K +666 +17%
Wealth Enhancement Advisory Services
1743
Wealth Enhancement Advisory Services
Minnesota
$434K -$5.11M -51,627 -91%
SP
1744
Successful Portfolios
Florida
$433K -$36.7K -371 -8%
CFO
1745
CVA Family Office
Colorado
$433K +$210K +2,125 +88%
PVH
1746
Psagot Value Holdings
Israel
$433K +$213K +2,149 +90%
AFP
1747
Ausdal Financial Partners
Iowa
$431K +$9.3K +94 +2%
Massachusetts Financial Services
1748
Massachusetts Financial Services
Massachusetts
$430K -$1.49M -15,096 -77%
WG
1749
Welch Group
Alabama
$428K +$25.2K +255 +6%
FAG
1750
Fortitude Advisory Group
Washington
$427K -$4.55K -46 -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.