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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
CWC
2176
Carolinas Wealth Consulting
North Carolina
$105K -$33K -333 -23%
WBC
2177
West Branch Capital
Massachusetts
$98K -$1.58K -16 -2%
BAM
2178
Bellevue Asset Management
Washington
$98K +$99 +1 +0.1%
GCM
2179
Gables Capital Management
Florida
$97K
KLWA
2180
Kelly Lawrence W & Associates
California
$94K
BHWM
2181
Bay Harbor Wealth Management
Maryland
$93K -$99 -1 -0.1%
HWMA
2182
Heritage Wealth Management (Arizona)
Arizona
$91K
BFPW
2183
BOK Financial Private Wealth
Colorado
$90K +$43.9K +444 +90%
SC
2184
Sierra Capital
Florida
$86K -$67.6K -683 -43%
SAM
2185
S.A. Mason
Michigan
$86K
HWM
2186
HighMark Wealth Management
Minnesota
$86K +$495 +5 +0.6%
LFG
2187
Larson Financial Group
Missouri
$86K +$16.9K +171 +23%
NMG
2188
New Millennium Group
Utah
$85K -$990 -10 -1%
CFFP
2189
Center for Financial Planning
Michigan
$83K
M
2190
MOTCO
Texas
$83K +$16.8K +170 +24%
PRO
2191
Pensioenfonds Rail & OV
Netherlands
$81K -$104K -1,052 -0.1%
FFC
2192
First Financial Corp
Indiana
$75K +$990 +10 +1%
AF
2193
Arrow Financial
New York
$72K
CFG
2194
CKW Financial Group
Hawaii
$72K
WFA
2195
West Financial Advisors
Iowa
$72K
PPWM
2196
PFG Private Wealth Management
Florida
$70K -$211K -2,136 -75%
EI
2197
Ellevest Inc
New York
$69K -$34.5K -349 -33%
SAM
2198
Strategic Asset Management
Minnesota
$69K
SPWM
2199
Spartan Planning & Wealth Management
North Carolina
$68K +$26.6K +269 +60%
PCC
2200
Park Circle Company
Maryland
$67K

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.