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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
PCM
1826
Pointe Capital Management
Michigan
$368K
GFS
1827
GYL Financial Synergies
Connecticut
$368K +$99 +1 +0%
FWP
1828
FAS Wealth Partners
Kansas
$368K +$43.3K +437 +13%
JE
1829
JMAC Enterprises
Pennsylvania
$367K +$381K +3,848 New
LFA
1830
Landmark Financial Advisors
Kentucky
$366K +$5.94K +60 +2%
PMFA
1831
Plante Moran Financial Advisors
Michigan
$365K -$1.19K -12 -0.3%
CCFM
1832
Clear Creek Financial Management
Washington
$363K -$221K -2,231 -37%
GA
1833
Geller Advisors
New York
$362K
HHGA
1834
Halbert Hargrove Global Advisors
California
$361K +$28.7K +290 +8%
KMWM
1835
Keudell/Morrison Wealth Management
Oregon
$360K -$10.1K -102 -3%
PCOC
1836
Power Corp of Canada
Canada
$360K +$374K +3,774 New
PAG
1837
Powers Advisory Group
Illinois
$359K -$5.25K -53 -1%
MCWS
1838
McKinley Carter Wealth Services
West Virginia
$354K -$4.75K -48 -1%
I
1839
INVST
Indiana
$354K +$6.93K +70 +2%
VC
1840
Veracity Capital
Georgia
$354K +$28K +283 +8%
CPSAC
1841
Chas P. Smith & Associates (CPS)
Florida
$353K +$38.1K +385 +12%
CBTWT
1842
Community Bank & Trust (Waco, Texas)
Texas
$352K +$5.25K +53 +1%
AIP
1843
Almanack Investment Partners
Pennsylvania
$351K +$20.1K +203 +6%
SOW
1844
State of Wyoming
Wyoming
$351K +$173K +1,751 +91%
PIA
1845
Perennial Investment Advisors
California
$350K +$21.9K +221 +6%
SPP
1846
Single Point Partners
Massachusetts
$349K -$9.5K -96 -3%
ISWM
1847
Independent Solutions Wealth Management
New York
$349K -$63.3K -639 -15%
CSWG
1848
Cardinal Strategic Wealth Guidance
Kentucky
$348K
AWA
1849
Aaron Wealth Advisors
Illinois
$348K +$6.43K +65 +2%
FNT
1850
First National Trust
Pennsylvania
$347K +$10.3K +104 +3%

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.