We are live on ! Find out more
CVS icon

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
PFS
2076
Physicians Financial Services
North Carolina
$220K
IFS
2077
Ifrah Financial Services
Arkansas
$220K +$12.7K +128 +6%
SHWM
2078
Smith & Howard Wealth Management
Georgia
$220K +$228K +2,302 New
CFAM
2079
Center For Asset Management
Florida
$219K -$14.3K -144 -6%
AFG
2080
Allegheny Financial Group
Pennsylvania
$219K -$4.85K -49 -2%
Bank Julius Baer & Co
2081
Bank Julius Baer & Co
Switzerland
$219K -$3.96K -40 -2%
ETH
2082
Exos TFP Holdings
New York
$219K +$227K +2,298 New
JFGIW
2083
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$218K -$718K -7,258 -76%
CPIA
2084
Cornell Pochily Investment Advisors
New York
$218K +$227K +2,290 New
MHWM
2085
Montz Harcus Wealth Management
Louisiana
$217K -$4.16K -42 -2%
WIM
2086
WealthPlan Investment Management
Nebraska
$217K +$210K +2,124 New
PCWA
2087
Pacific Capital Wealth Advisors
California
$216K +$224K +2,264 New
AP
2088
Adero Partners
California
$216K +$225K +2,274 New
TIA
2089
Traphagen Investment Advisors
New Jersey
$215K -$11.3K -114 -5%
GCC
2090
Game Creek Capital
Massachusetts
$215K -$12.4K -125 -5%
CDH
2091
Charles D. Hyman
$215K +$3.46K +35 +2%
AWM
2092
Angeles Wealth Management
California
$215K +$224K +2,258 New
SWMG
2093
Signature Wealth Management Group
Georgia
$214K -$12.4K -125 -5%
ZIMP
2094
Zimmermann Investment Management & Planning
Pennsylvania
$214K
CFSG
2095
Clark Financial Services Group
Missouri
$214K +$222K +2,238 New
HFS
2096
Heritage Financial Services
Massachusetts
$213K +$5.34K +54 +2%
CI
2097
Carroll Investors
South Carolina
$213K +$218K +2,200 New
OHIS
2098
Oak Harvest Investment Services
Texas
$213K +$221K +2,237 New
Nomura Holdings
2099
Nomura Holdings
Japan
$212K -$68.1K -688 -24%
EWM
2100
Evermay Wealth Management
Virginia
$212K

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.