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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
SPWG
2201
Sage Private Wealth Group
Illinois
$66K +$15.6K +158 +29%
BCA
2202
Bray Capital Advisors
Florida
$60K
CCA
2203
Column Capital Advisors
Indiana
$58K
FRA
2204
Front Row Advisors
California
$58K +$3.27K +33 +6%
LWA
2205
Lowe Wealth Advisors
Maryland
$58K +$22.4K +226 +59%
CF
2206
Concorde Financial
Texas
$58K +$59.9K +605 New
CAM
2207
Costello Asset Management
Pennsylvania
$57K -$4.95K -50 -8%
EARNEST Partners
2208
EARNEST Partners
Georgia
$57K
PCA
2209
Providence Capital Advisors
North Carolina
$57K
TC
2210
Tacita Capital
Ontario, Canada
$57K
KC
2211
Knuff & Co
California
$53K -$79K -798 -59%
RA
2212
Rise Advisors
New York
$52K +$2.97K +30 +6%
WAM
2213
Worth Asset Management
Texas
$51K -$35.3K -357 -40%
MIHAS
2214
Maj Invest Holding A/S
Denmark
$51K
AP
2215
Arlington Partners
Alabama
$50K -$42.8K -432 -45%
MGIM
2216
M&G Investment Management
United Kingdom
$49.3K -$4.41M -44,520 -8%
ACM
2217
Antonetti Capital Management
Florida
$48K
TVWM
2218
Tower View Wealth Management
Wisconsin
$48K +$297 +3 +0.6%
PWS
2219
Paragon Wealth Strategies
Florida
$48K +$49.5K +500 New
CAL
2220
Capital Advisors Ltd
Ohio
$47K +$19.1K +193 +63%
GWMI
2221
Guardian Wealth Management (Illinois)
Illinois
$46K +$297 +3 +0.6%
BIA
2222
Bell Investment Advisors
California
$46K +$11.7K +118 +32%
PI
2223
PFS Investments
Georgia
$45.2K +$4.44M +44,900 +10%
RCG
2224
Rock Creek Group
District of Columbia
$45K +$32.7K +330 +232%
SC
2225
Solstein Capital
California
$44K

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.