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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
LWP
2276
Laurel Wealth Planning
Minnesota
$12K -$70.3K -710 -85%
CAM
2277
Close Asset Management
United Kingdom
$12K -$5.15K -52 -29%
HC
2278
Hoese & Co
Minnesota
$12K
APW
2279
Acima Private Wealth
Virginia
$11K
ARIS
2280
Advanced Research Investment Solutions
California
$11K
EAM
2281
Eukles Asset Management
Ohio
$11K
PP
2282
Pacifica Partners
Canada
$11K +$11.4K +115 New
MIM
2283
Macroview Investment Management
Maryland
$10K
PFA
2284
Professional Financial Advisors
Nebraska
$10K
RDFA
2285
Ritter Daniher Financial Advisory
Ohio
$10K
SL
2286
Savior LLC
Massachusetts
$10K
CL
2287
COWA LLC
Oklahoma
$10K +$10.3K +104 New
OPW
2288
Oxler Private Wealth
New York
$9.73K
PP
2289
PFS Partners
New Jersey
$9.54K
CP
2290
Castleview Partners
Texas
$9K -$297 -3 -3%
CMA
2291
Cedar Mountain Advisors
Oregon
$9K
DI
2292
Disciplined Investments
Oklahoma
$8K -$1.19K -12 -13%
MS
2293
Mizuho Securities
Japan
$8K
HF
2294
Halpern Financial
Virginia
$7.92K
WWP
2295
WR Wealth Planners
Missouri
$7.72K
CWM
2296
Cedar Wealth Management
California
$7K -$693 -7 -9%
BC
2297
Burleson & Co
California
$7K
TAM
2298
Tucker Asset Management
Colorado
$6.53K
LS
2299
Leelyn Smith
Illinois
$6K
MUMSS
2300
Mitsubishi UFJ Morgan Stanley Securities
Japan
$6K

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.