CVS Corp Ownership

CVS
 Stock
  

USD 97.74  0.61  0.62%   

Some institutional investors establish a significant position in stocks such as CVS Corp in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of CVS Corp, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Continue to Trending Equities.
  
CVS Corp retains a total of 1.31 Billion outstanding shares. The majority of CVS Corp outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in CVS Corp to benefit from reduced commissions. Therefore, institutional investors are subject to a different set of regulations than regular investors in CVS Corp. Please pay attention to any change in the institutional holdings of CVS Corp as this could imply that something significant has changed or about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

CVS Corp Stock Ownership Analysis

About 80.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.72. Some equities with similar Price to Book (P/B) outperform the market in the long run. CVS Corp has Price/Earnings To Growth (PEG) ratio of 1.84. The entity recorded earning per share (EPS) of 6.14. The firm last dividend was issued on the 20th of October 2022. CVS Corp had 2:1 split on the 7th of June 2005. CVS Health Corporation provides health services in the United States. CVS Health Corporation was founded in 1963 and is headquartered in Woonsocket, Rhode Island. CVS Corp operates under Healthcare Plans classification in the United States and is traded on New York Stock Exchange. It employs 216000 people. For more info on CVS Corp please contact Karen Lynch at 401-765-1500 or go to https://www.cvshealth.com.

CVS Corp SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. CVS Corp prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that CVS Corp investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial CVS Corp specific information freely available to individual and institutional investors to make a timely investment decision.
13th of September 2022
Regulation FD Disclosure. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
6th of September 2022
Financial Statements and Exhibits. Other Events. Entry into a Material Definitive Agreement
View
2nd of August 2022
Other Events
View
31st of January 2022
Unclassified Corporate Event
View

CVS Corp Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as CVS Corp is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading CVS Corp backward and forwards among themselves. CVS Corp's institutional investor refers to the entity that pools money to purchase CVS Corp's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Vanguard Group IncCommon Shares114.2 M10.6 B
Blackrock IncCommon Shares94.5 M8.8 B
Capital World InvestorsCommon Shares58.8 M5.5 B
State Street CorpCommon Shares58.7 M5.4 B
Morgan StanleyCommon Shares29.4 M2.7 B
Capital International InvestorsCommon Shares26.3 M2.4 B
Jpmorgan Chase CoCommon Shares26.1 M2.4 B
Note, although CVS Corp's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

CVS Corp Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific CVS Corp insiders, such as employees or executives, is commonly permitted as long as it does not rely on CVS Corp's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases CVS Corp insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Alan Lotvin 2 days ago via Macroaxis 
CVS Corp exotic insider transaction detected
Balser Jeffrey R over a week ago via Macroaxis 
Acquisition by Balser Jeffrey R of 406 shares of CVS Corp subject to Rule 16b-3
Chaguturu Sreekanth K over three weeks ago via Macroaxis 
CVS Corp exotic insider transaction detected
Daniel Finke over a month ago via Macroaxis 
CVS Corp exotic insider transaction detected
Chaguturu Sreekanth K over three months ago via Macroaxis 
CVS Corp exotic insider transaction detected
David Dorman over three months ago via Macroaxis 
Acquisition by David Dorman of tradable shares of CVS Corp subject to Rule 16b-3
James Clark over three months ago via Macroaxis 
CVS Corp exotic insider transaction detected
Daniel Finke over three months ago via Macroaxis 
CVS Corp exotic insider transaction detected
Prem Shah over three months ago via Macroaxis 
Sale by Prem Shah of 2935 shares of CVS Corp
Daniel Finke over three months ago via Macroaxis 
CVS Corp exotic insider transaction detected
Prem Shah over three months ago via Macroaxis 
CVS Corp exotic insider transaction detected
Thomas Moriarty over six months ago via Macroaxis 
CVS Corp exotic insider transaction detected

Be your own money manager

Our tools can tell you how much better you can do entering a position in CVS Corp without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Alpha Finder Now

   

Alpha Finder

Use alpha and beta coefficients to find investment opportunities after accounting for the risk
All  Next Launch Module

Pair Trading with CVS Corp

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if CVS Corp position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in CVS Corp will appreciate offsetting losses from the drop in the long position's value.

Moving together with CVS Corp

+0.91DISWalt Disney Fiscal Year End 9th of November 2022 PairCorr
+0.71JPMJP Morgan Chase Fiscal Year End 13th of January 2023 PairCorr
The ability to find closely correlated positions to CVS Corp could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace CVS Corp when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back CVS Corp - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling CVS Corp to buy it.
The correlation of CVS Corp is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as CVS Corp moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if CVS Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for CVS Corp can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to Trending Equities. You can also try Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

Complementary Tools for analysis

When running CVS Corp price analysis, check to measure CVS Corp's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy CVS Corp is operating at the current time. Most of CVS Corp's value examination focuses on studying past and present price action to predict the probability of CVS Corp's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move CVS Corp's price. Additionally, you may evaluate how the addition of CVS Corp to your portfolios can decrease your overall portfolio volatility.
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Go
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Go
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Go
Price Transformation
Use Price Transformation models to analyze depth of different equity instruments across global markets
Go
Probability Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Go
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Go
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Go
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Go
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Go
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Go
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Go
Is CVS Corp's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of CVS Corp. If investors know CVS Corp will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about CVS Corp listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of CVS Corp is measured differently than its book value, which is the value of CVS Corp that is recorded on the company's balance sheet. Investors also form their own opinion of CVS Corp's value that differs from its market value or its book value, called intrinsic value, which is CVS Corp's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because CVS Corp's market value can be influenced by many factors that don't directly affect CVS Corp's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between CVS Corp's value and its price as these two are different measures arrived at by different means. Investors typically determine CVS Corp value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, CVS Corp's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.