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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
CCA
1926
Cobblestone Capital Advisors
New York
$299K +$9.9K +100 +3%
HCM
1927
Hengehold Capital Management
Ohio
$297K +$99 +1 +0%
CHA
1928
Carmichael Hill & Associates
Maryland
$297K +$34.8K +352 +13%
AG
1929
Appleton Group
Wisconsin
$297K +$308K +3,111 New
KFGK
1930
Keystone Financial Group (Kentucky)
Kentucky
$296K -$18.2K -184 -6%
PFC
1931
Phocas Financial Corp
California
$296K
WA1
1932
Wimmer Associates 1
California
$296K
OA
1933
Operose Advisors
Wisconsin
$295K
FWTB
1934
First Western Trust Bank
Colorado
$294K +$14.9K +151 +5%
KPW
1935
Kore Private Wealth
New York
$294K +$39.1K +395 +15%
RF
1936
Robbins Farley
New Hampshire
$293K -$10.3K -104 -3%
QP
1937
Quilter Plc
United Kingdom
$293K
SSW
1938
Stone Summit Wealth
Florida
$293K
FPWM
1939
FSB Premier Wealth Management
Iowa
$293K +$1.09K +11 +0.4%
CYG
1940
Clean Yield Group
Vermont
$292K
TIA
1941
Tiemann Investment Advisors
California
$291K -$122K -1,235 -29%
RG
1942
Rathbones Group
United Kingdom
$291K -$22.8K -230 -7%
LGA
1943
Lebenthal Global Advisors
New York
$290K -$7.03K -71 -2%
KA
1944
Klingman & Associates
New York
$290K +$7.72K +78 +3%
HIIFS
1945
Harel Insurance Investments & Financial Services
Israel
$290K +$267K +2,700 +900%
SFG
1946
Sovereign Financial Group
Connecticut
$289K +$1.58K +16 +0.5%
JCM
1947
Janney Capital Management
Pennsylvania
$289K +$300K +3,027 New
WTA
1948
Washington Trust Advisors
Massachusetts
$288K -$15.4K -156 -5%
AIM
1949
Acropolis Investment Management
Missouri
$288K -$2.67K -27 -0.9%
HS
1950
Horan Securities
United States
$288K +$6.93K +70 +2%

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.