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CVS Health
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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: 138 → 170 (+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: 2,308 → 2,325 (+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

Top Buyers

Rank Fund Capital Flow
1
Amundi
Amundi
France
+$226M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$205M
3
Capital World Investors
Capital World Investors
California
+$204M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$171M
5
Man Group
Man Group
United Kingdom
+$142M

Top Sellers

Rank Fund Capital Flow
1
VAM
Veritas Asset Management
United Kingdom
-$162M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$97.3M
3
Two Sigma Investments
Two Sigma Investments
New York
-$96.4M
4
IIM
INTECH Investment Management
Florida
-$94.6M
5
UBS Group
UBS Group
Switzerland
-$89.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
2351
Boothbay Fund Management
New York
– -$720K -7,269 Closed
GSWM
2352
Greenup Street Wealth Management
Michigan
– -$638K -6,888 Closed
MFS
2353
Mirabella Financial Services
United Kingdom
– -$636K -6,863 Closed
HA
2354
HFG Advisors
Ohio
– -$595K -6,426 Closed
GCP
2355
GSA Capital Partners
United Kingdom
– -$594K -6,415 Closed
BCP
2356
Berkeley Capital Partners
Georgia
– -$535K -5,771 Closed
MM
2357
MQS Management
New York
– -$524K -5,655 Closed
DF
2358
Donoghue Forlines
Massachusetts
– -$502K -5,416 Closed
CCM
2359
CTC Capital Management
Illinois
– -$473K -5,100 Closed
IUHSA
2360
Itau Unibanco Holding S.A.
Brazil
– -$468K -5,046 Closed
CCM
2361
Compton Capital Management
Rhode Island
– -$445K -4,799 Closed
B
2362
Barings
North Carolina
– -$441K -4,758 Closed
JF
2363
Jump Financial
Illinois
– -$431K -4,662 Closed
CG
2364
Cynosure Group
Utah
– -$407K -4,396 Closed
VCM
2365
Virtue Capital Management
Tennessee
– -$396K -4,274 Closed
CCMG
2366
Clark Capital Management Group
Pennsylvania
– -$389K -4,194 Closed
HI
2367
HBK Investments
Texas
– -$378K -4,079 Closed
Financial Engines Advisors
2368
Financial Engines Advisors
California
– -$355K -3,836 Closed
ER
2369
Enlightenment Research
Florida
– -$352K -3,799 Closed
SFBLI
2370
Southern Farm Bureau Life Insurance
Mississippi
– -$347K -3,750 Closed
CCM
2371
CAAS Capital Management
New York
– -$334K -3,600 Closed
TF
2372
Trek Financial
Arizona
– -$329K -3,553 Closed
KWA
2373
KCS Wealth Advisory
California
– -$320K -3,454 Closed
QT
2374
Quantamental Technologies
New York
– -$310K -3,344 Closed
RCG
2375
Resource Consulting Group
Florida
– -$304K -3,276 Closed
93 94
95
96 97

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.