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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
LCM
2101
Liberty Capital Management
Michigan
$212K
SFG
2102
StrategIQ Financial Group
Indiana
$212K +$3.96K +40 +2%
T
2103
TCWP
Ohio
$212K +$220K +2,224 New
BONST
2104
Bank of Nova Scotia Trust
Ontario, Canada
$212K +$221K +2,228 New
VAM
2105
Verity Asset Management
North Carolina
$212K +$220K +2,220 New
AIFAIM
2106
American Institute for Advanced Investment Management
Arizona
$210K +$217K +2,197 New
PTC
2107
Petrus Trust Company
Texas
$210K +$218K +2,200 New
KFSC
2108
Keystone Financial Services (Colorado)
Colorado
$209K -$198 -2 -0.1%
JWM
2109
Janiczek Wealth Management
Colorado
$209K +$42.6K +430 +22%
LIG
2110
Lokken Investment Group
Delaware
$209K +$216K +2,187 New
GLLW
2111
Graves Light Lenhart Wealth
Virginia
$208K
HWA
2112
HHM Wealth Advisors
Tennessee
$207K -$69.4K -701 -24%
Members Trust
2113
Members Trust
Florida
$207K +$215K +2,168 New
FDS
2114
Freedom Day Solutions
Texas
$206K -$21.4K -216 -9%
FWM
2115
Focused Wealth Management
New York
$206K +$297 +3 +0.1%
ANBT
2116
American National Bank & Trust
Texas
$206K +$119K +1,198 +125%
GCIG
2117
Grand Central Investment Group
Florida
$206K +$214K +2,158 New
MCM
2118
Manchester Capital Management
Vermont
$205K
WCM
2119
Whitener Capital Management
North Carolina
$205K +$214K +2,157 New
MGAM
2120
McGowan Group Asset Management
Texas
$204K -$2.57K -26 -1%
AA
2121
Argent Advisors
Louisiana
$203K +$211K +2,128 New
VCM
2122
Vigilant Capital Management
Maine
$202K +$32.9K +332 +19%
CCM
2123
Chilton Capital Management
Texas
$201K +$36.5K +369 +21%
DOA
2124
D'Orazio & Associates
Virginia
$200K +$207K +2,092 New
IAG
2125
Investmark Advisory Group
Connecticut
$200K +$208K +2,097 New

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.