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
Capstone Investment Advisors
2151
Capstone Investment Advisors
New York
$145K -$601K -6,071 -80%
WB
2152
West Bancorporation
Iowa
$144K
TWM
2153
Tradition Wealth Management
Minnesota
$143K +$891 +9 +0.6%
SWM
2154
Sugarloaf Wealth Management
Georgia
$140K +$693 +7 +0.5%
TCAM
2155
Turtle Creek Asset Management
Ontario, Canada
$134K +$139K +1,400 New
FCB
2156
First Command Bank
Texas
$133K +$17.2K +174 +14%
FCFS
2157
First Command Financial Services
Texas
$133K +$17.2K +174 +14%
AA
2158
AlphaMark Advisors
Kentucky
$132K -$19.8K -200 -13%
TCM
2159
TD Capital Management
Tennessee
$130K +$135K +1,359 New
SC
2160
Stephens Consulting
Michigan
$129K +$198 +2 +0.1%
C
2161
Covestor
United Kingdom
$128K -$169K -1,712 -56%
ZIG
2162
Zullo Investment Group
Pennsylvania
$128K +$7.33K +74 +6%
BBPWM
2163
Blue Bell Private Wealth Management
Pennsylvania
$127K
FFA
2164
Fairfield Financial Advisors
Massachusetts
$125K +$792 +8 +0.6%
PGAM
2165
Princeton Global Asset Management
New Jersey
$124K -$29.7K -300 -19%
CA
2166
Crewe Advisors
Utah
$120K +$48.5K +490 +64%
NICM
2167
Neo Ivy Capital Management
New York
$119K -$261K -2,640 -68%
HIM
2168
Hillsdale Investment Management
Ontario, Canada
$116K -$56.3K -569 -32%
AWM
2169
AllSquare Wealth Management
New York
$116K +$9.9K +100 +9%
MWC
2170
MBM Wealth Consultants
Missouri
$113K
NFSG
2171
Newbridge Financial Services Group
Florida
$113K +$15.9K +161 +16%
TFP
2172
Tilia Fiduciary Partners
North Carolina
$112K
ME
2173
McIlrath & Eck
Washington
$111K +$21.8K +220 +23%
BA
2174
Bellwether Advisors
Nebraska
$108K
ZB
2175
Zions Bancorporation
Utah
$106K -$133K -1,340 -55%

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.