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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
IC
2026
Inverness Counsel
New York
$247K +$9.9K +100 +4%
AFT
2027
Alpha Family Trust
California
$246K +$255K +2,580 New
HFP
2028
Holistic Financial Partners
Indiana
$245K +$792 +8 +0.3%
BCMO
2029
Buckingham Capital Management (Ohio)
Ohio
$244K -$16.6K -168 -6%
MAG
2030
Mayfair Advisory Group
Alabama
$244K +$247K +2,494 New
ICM
2031
Islay Capital Management
Texas
$243K -$14.7K -149 -6%
OWP
2032
Obermeyer Wealth Partners
Colorado
$243K
CWS
2033
Cypress Wealth Services
California
$241K -$37.3K -377 -12%
LFA
2034
Laraway Financial Advisors
Minnesota
$241K +$14.8K +150 +6%
PSP
2035
Principal Street Partners
Tennessee
$241K +$18.8K +190 +8%
LCM
2036
LVM Capital Management
Michigan
$241K +$21.8K +220 +10%
MTWM
2037
Masso Torrence Wealth Management
New Jersey
$241K +$250K +2,530 New
UCB
2038
United Community Bank
South Carolina
$241K +$32.7K +330 +15%
MSFS
2039
Main Street Financial Solutions
Pennsylvania
$240K -$72.3K -730 -22%
PCMC
2040
Paragon Capital Management (Colorado)
Colorado
$240K -$6.33K -64 -2%
FAN
2041
Financial Advisors Network
California
$240K -$6.14K -62 -2%
BBI
2042
Baxter Bros Inc
Connecticut
$240K +$34.6K +350 +16%
SFS
2043
Summit Financial Strategies
Ohio
$240K +$249K +2,518 New
CFD
2044
Creative Financial Designs
Indiana
$239K +$37.3K +377 +18%
BWM
2045
BigSur Wealth Management
Florida
$238K
CWM
2046
Chemistry Wealth Management
New York
$237K -$20.8K -210 -8%
PA
2047
Procyon Advisors
Connecticut
$237K -$1.19K -12 -0.5%
NEPPG
2048
New England Professional Planning Group
Rhode Island
$237K
EWS
2049
Evergreen Wealth Solutions
Pennsylvania
$236K -$133K -1,344 -35%
SCI
2050
S&CO Inc
Massachusetts
$236K

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.