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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
HCP
1901
Hexagon Capital Partners
Arkansas
$313K -$147K -1,486 -31%
SVWAG
1902
Sound View Wealth Advisors Group
Georgia
$313K -$59.4K -600 -15%
CB
1903
CNB Bank
Pennsylvania
$313K -$44.2K -447 -12%
RWP
1904
RWA Wealth Partners
Massachusetts
$313K +$99 +1 +0%
FB
1905
First Bancorp
Maine
$312K -$26.9K -272 -8%
IAP
1906
Indie Asset Partners
Indiana
$312K
DWM
1907
Doyle Wealth Management
Florida
$311K +$30.5K +308 +10%
RP
1908
Riverwater Partners
Wisconsin
$309K -$1.29K -13 -0.4%
FVWA
1909
Foster Victor Wealth Advisors
South Carolina
$308K -$10.3K -104 -3%
SWA
1910
Sax Wealth Advisors
New Jersey
$307K -$1.88K -19 -0.6%
CMS
1911
Capital Market Strategies
Florida
$307K +$4.36K +44 +1%
KA
1912
KLCM Advisors
Wisconsin
$307K +$95.2K +962 +43%
FNC
1913
First National Corp
Massachusetts
$306K -$8.91K -90 -3%
APW
1914
Aurora Private Wealth
New Jersey
$306K +$1.39K +14 +0.4%
FZCM
1915
Flynn Zito Capital Management
New York
$306K +$317K +3,205 New
AC
1916
Apella Capital
Connecticut
$305K -$148K -1,499 -32%
NIMI
1917
Natixis Investment Managers International
France
$305K
BPFA
1918
Barnes Pettey Financial Advisors
Mississippi
$305K +$13.1K +132 +4%
GIM
1919
Groesbeck Investment Management
New Jersey
$304K
HCM
1920
Hodges Capital Management
Texas
$303K -$31.2K -315 -9%
MCM
1921
Marathon Capital Management
Maryland
$303K
WAM
1922
WFA Asset Management
Wisconsin
$303K +$1.78K +18 +0.6%
UBV
1923
United Bank (Virginia)
Virginia
$301K +$26.2K +265 +9%
QT
1924
Quantbot Technologies
New York
$300K -$3.89M -39,297 -93%
GM
1925
GeoWealth Management
Illinois
$299K -$88.8K -897 -22%

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.