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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
WPA
2001
West Paces Advisors
Georgia
$256K +$2.97K +30 +1%
CWM
2002
CCG Wealth Management
California
$256K -$198 -2 -0.1%
WCM
2003
WealthBridge Capital Management
Ohio
$256K
RWMH
2004
Riverpoint Wealth Management Holdings
Illinois
$256K +$1.39K +14 +0.5%
Loomis, Sayles & Company
2005
Loomis, Sayles & Company
Massachusetts
$255K -$51K -515 -16%
SCM
2006
Stonehearth Capital Management
Massachusetts
$255K -$3.76K -38 -1%
CCP
2007
Carmel Capital Partners
California
$254K
ES
2008
ETF Store
Kansas
$254K +$693 +7 +0.3%
IA
2009
IFG Advisors
Missouri
$254K +$10.1K +102 +4%
BC
2010
Bridgefront Capital
Texas
$254K +$263K +2,662 New
TPWA
2011
TRUE Private Wealth Advisors
Oregon
$253K +$263K +2,660 New
Bank of Montreal
2012
Bank of Montreal
Ontario, Canada
$252K -$11M -111,272 -4%
PB
2013
Pinnacle Bancorp
Nebraska
$252K -$990 -10 -0.4%
CWG
2014
Crown Wealth Group
North Carolina
$251K -$792 -8 -0.3%
PIA
2015
Powell Investment Advisors
Florida
$251K
FWM
2016
Fairhaven Wealth Management
Illinois
$251K +$594 +6 +0.2%
SWIM
2017
Smallwood Wealth Investment Management
New Jersey
$251K +$260K +2,631 New
AWM
2018
Aberdeen Wealth Management
Illinois
$250K +$99 +1 +0%
CCG
2019
Chatham Capital Group
Georgia
$249K -$29.7K -300 -10%
P
2020
&Partners
Tennessee
$249K -$23K -232 -8%
EW
2021
Evoke Wealth
California
$249K -$693 -7 -0.3%
EGM
2022
Engineers Gate Manager
New York
$248K -$2.1M -21,243 -89%
IAG
2023
Investment Advisory Group
Massachusetts
$248K
TPA
2024
Trivium Point Advisory
Connecticut
$248K +$9.8K +99 +4%
TCMP
2025
Thrive Capital Management (Pennsylvania)
Pennsylvania
$247K -$10K -101 -4%

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.