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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
IWP
2251
IAG Wealth Partners
Wisconsin
$25K +$99 +1 +0.4%
PCFFS
2252
Pacific Center for Financial Services
California
$24K
DFCM
2253
Dark Forest Capital Management
Puerto Rico
$24K +$24.5K +248 New
S
2254
Surevest
California
$23K -$1.49K -15 -6%
EC
2255
EdgeRock Capital
Colorado
$22K +$22.6K +228 New
HGERS
2256
Householder Group Estate & Retirement Specialist
Arizona
$22K +$23.1K +233 New
SIC
2257
SJS Investment Consulting
Ohio
$22K +$23.1K +233 New
VCM
2258
Versant Capital Management
Arizona
$21K
RG
2259
Retirement Group
California
$21K +$1.49K +15 +7%
AWM
2260
Abound Wealth Management
Tennessee
$20.8K +$21.6K +218 New
LWANC
2261
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K -$107K -1,082 -84%
FWA
2262
FSC Wealth Advisors
New York
$19K
MW
2263
Milestone Wealth
New York
$19K
WWMSC
2264
Wagner Wealth Management (South Carolina)
South Carolina
$19K
PWC
2265
PYA Waltman Capital
Tennessee
$18K
DBG
2266
De Burlo Group
Massachusetts
$17.2K +$17.8K +180 New
Walleye Trading
2267
Walleye Trading
New York
$17K -$9.04M -91,334 -100%
CDIA
2268
Capital Directions Investment Advisors
Georgia
$15K -$15.8K -160 Closed
NL
2269
NVWM LLC
Pennsylvania
$14K -$14.4K -145 -49%
KC
2270
Kenfarb & Co
Kentucky
$14K
SC
2271
Steph & Co
Wisconsin
$14K
FPFS
2272
First Personal Financial Services
North Carolina
$13K
UIA
2273
Ulland Investment Advisors
Minnesota
$13K
MDCM
2274
Morgan Dempsey Capital Management
Wisconsin
$13K +$13.3K +134 New
RWML
2275
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$12K -$12.7K -128 -50%

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.