Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cvs Health Corp (CVS)

2K + Investors. Track Smart Money conviction in CVS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +198
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — CVS

Based on 2076 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CVS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
2,076 hedge funds hold CVS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+334 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

1140 buying889 selling
Last quarter: 1,140 funds bought or added vs 889 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+160 vs last Q)

new funds entering per quarter
Funds opening a new CVS position: 222 → 271 → 182 → 342. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 15% medium ■ 15% new
1,457 out of 2,076 hedge funds have held CVS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +52% but shares only +21% — price-driven

Value
+52%
Shares
+21%
Last quarter: the total dollar value of institutional holdings rose +52%, but actual share count only changed +21%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~342 new funds/quarter

200 → 222 → 271 → 182 → 342 new funds/Q
New funds entering each quarter: 222 → 271 → 182 → 342. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 75% veterans vs 16% newcomers

■ 75% veterans ■ 9% 1-2yr ■ 16% new
Entry-cohort mix of 2,158 holders: 1,613 (75%) are 2+ year veterans, 193 entered 1–2 years ago, and 352 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
73 of 2061 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in CVS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CVS

In 2026 Q2, 1140 hedge funds were net buyers of CVS (342 opened a new position, 798 added to an existing one), while 889 reduced or exited (745 trimmed, 144 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 69% of total institutional value in CVS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +198 funds (more new holders than closures). Total institutional holders: 2076.

Hedge Fund Ownership: CVS

How many hedge funds hold CVS — quarterly history vs. share price
Quarterly hedge fund ownership of CVS vs. share price

Market Analysis: CVS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CVS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Cvs Health Corp (CVS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CVS has moved relative to its sector benchmark (XLV) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 73d ago
CVS
-7.8%
XLV
+4.2%

CVS outperformed XLV by -12.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 28d ago
CVS
-1.8%
XLV
-1.2%

Since the filing became public, CVS outperformed XLV by -0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

62 top-rated funds 18 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
5.5
/ 10
conviction
Hedge Fund Positioning: CVS
2K + Investors

Track Smart Money conviction in CVS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2052 1878 9.27%
13F Shares 1.16B 1.12B 4.19%
Total Value $115.15B $76.97B 49.61%
New Positions 339 182 +157
Increased Positions 773 715 +58
Closed Positions 150 235 -85
Reduced Positions 723 743 -20
Total Calls 48 42 14.29%
Total Puts 48 46 4.35%
PUT/CALL Ratio 1.0 1.1 Neutral

Statistics: CVS

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Valuation Measures Data as of: --

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CVS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CVS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fairfax Financial Holdings Ltd/ Can 10.63% 2,712,000 $280.5M
2 Watchtower Advisors, LP 10.50% 182,357 $18.9M
3 Glenview Capital Management, LLC 9.09% 4,824,799 $499.1M
4 Kiltearn Partners LLP 8.67% 345,471 $35.7M
5 Oslo Pensjonsforsikring As 5.31% 446,587 $46.2M
6 Davis Selected Advisers 5.27% 11,865,916 $1.23B
7 Colrain Capital LLC 5.22% 148,962 $15.4M
8 Edgar Lomax Co/Va 5.11% 660,520 $68.3M
9 Integral Health Asset Management, LLC 4.49% 1,100,000 $113.8M
10 Patient Capital Management, LLC 4.19% 1,235,505 $127.8M
11 Hillman Capital Management, Inc. 4.15% 55,475 $5.7M
12 Parkman Healthcare Partners LLC 4.15% 391,791 $40.5M
13 Atle Fund Management AB 4.07% 146,102 $15.1M
14 Hamlin Capital Management, LLC 4.00% 1,717,608 $177.7M
15 Alexander Randolph Advisory, Inc. 3.80% 44,562 $4.6M
16 Permit Capital, LLC 3.63% 125,500 $13.0M
17 Pzena Investment Management LLC 3.57% 11,769,536 $1.22B
18 Polaris Capital Management, LLC 3.56% 365,200 $37.8M
19 Sector Gamma As 3.49% 155,337 $16.1M
20 DCM Advisors, LLC 3.04% 74,423 $7.7M
21 Srb Corp 2.82% 506,016 $52.3M
22 Canoe Financial LP 2.81% 2,193,833 $227.0M
23 Rhenman & Partners Asset Management AB 2.73% 279,374 $28.9M
24 Dodge & Cox 2.71% 50,012,765 $5.17B
25 Orca Investment Management, LLC 2.62% 34,836 $3.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cvs Health Corp (CVS)

What does the Smart Money Trend signal show for CVS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CVS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CVS?

Slight buying edge — 56% buying: Last quarter: 1,140 funds bought or added vs 889 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CVS holders?

Elite ownership — 69% AUM from top-100 funds: 73 of 2061 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in CVS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CVS?

70% of holders stayed for 2+ years: 1,457 out of 2,076 hedge funds have held CVS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Cvs Health Corp (CVS) following the 2026 Q2 hedge fund 13F filings?

As of today, CVS has moved -1.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLV sector ETF — an outperformance of -0.6%. Since the quarter end (June 30, 2026), CVS has gained -7.8% vs +4.2% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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