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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
CGA
2126
Crescent Grove Advisors
Illinois
$200K +$208K +2,098 New
PIMG
2127
Patriot Investment Management Group
Tennessee
$200K +$208K +2,101 New
CWAF
2128
Core Wealth Advisors (Florida)
Florida
$198K +$11.7K +118 +6%
MIM
2129
Meridiem Investment Management
United Kingdom
$196K
ARMC
2130
American Research & Management Company
Massachusetts
$193K -$14.8K -150 -7%
CTA
2131
Colonial Trust Advisors
South Carolina
$187K +$195K +1,965 New
GWSG
2132
GPS Wealth Strategies Group
Colorado
$185K +$41.7K +421 +28%
CT
2133
Clearstead Trust
Maine
$184K +$95.7K +967 +101%
SWM
2134
Selective Wealth Management
Virginia
$174K -$39.6K -400 -18%
HI
2135
Hudock Inc
Pennsylvania
$174K +$990 +10 +0.5%
TIM
2136
Tortoise Investment Management
New York
$174K +$11.1K +112 +7%
MHR
2137
Matthew Hamilton Rosenberg
$172K -$2.67K -27 -1%
DIP
2138
DT Investment Partners
Pennsylvania
$171K -$178K -1,794 -50%
SN
2139
Sittner & Nelson
Oregon
$171K
AFS
2140
Annapolis Financial Services
Maryland
$171K +$4.95K +50 +3%
MWM
2141
Mascoma Wealth Management
New Hampshire
$166K
MCM
2142
MV Capital Management
Maryland
$165K +$16K +162 +10%
SOS
2143
Silver Oak Securities
Tennessee
$161K -$200K -2,025 -47%
SFM
2144
Systematic Financial Management
New Jersey
$161K
WOC
2145
West Oak Capital
California
$160K -$7.92K -80 -5%
GFA
2146
Gifford Fong Associates
California
$160K
TCWA
2147
Ten Capital Wealth Advisors
Washington
$157K
AWM
2148
Accel Wealth Management
Iowa
$150K -$14.8K -150 -9%
AWM
2149
Atticus Wealth Management
Florida
$149K
ACM
2150
AUA Capital Management
Pennsylvania
$149K

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.