Skip to main content

Caption Management, LLC

Position in CVS — CVS HEALTH Corp

CIK 1706766 OKLAHOMA CITY, OK

Position in CVS

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$3,016,440
+$3,016,440 QoQ
Shares Held
42,000
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2021
15 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CVS Over Time

Shares Held

Position Value (USD)

Derivatives in CVS

reported options exposure · as of Mar 31, 2026
CallValue
$54,339,012
CallShares
756,600
PutValue
$20,461,518
PutShares
284,900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Mar 31, 2026

Caption Management, LLC holds $21,912,207 across 5 Healthcare Plans names. CVS ranks #3 (13.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CVS
CVS HEALTH Corp
This page
42,000 $3,016,440

All Filings in CVS

Export CSV
30 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $20,461,518 284,900
2026-03-31 $3,016,440 42,000
2026-03-31 $54,339,012 756,600
2025-12-31 $7,936,000 100,000
2025-09-30 $15,078,000 200,000
2025-09-30 $3,543,330 47,000
2025-06-30 $5,518,400 80,000
2025-06-30 $16,982,876 246,200
2025-06-30 $3,186,876 46,200
2025-03-31 $6,775,000 100,000
2025-03-31 $48,149,925 710,700
2024-12-31 $3,321,860 74,000
2024-12-31 $13,467,000 300,000
2024-12-31 $4,489,000 100,000
2024-06-30 $8,859,000 150,000
2023-06-30 $5,184,750 75,000
2023-06-30 $5,184,750 75,000
2023-03-31 $2,764,332 37,200
2022-12-31 $5,032,260 54,000
2022-12-31 $6,523,300 70,000
2022-09-30 $4,768,500 50,000
2022-09-30 $7,152,750 75,000
2022-09-30 $1,144,440 12,000
2022-06-30 $4,633,000 50,000
2022-06-30 $6,949,500 75,000
2022-03-31 $10,981,285 108,500
2022-03-31 $222,662 2,200
2021-12-31 $5,158,000 50,000
2021-12-31 $10,316,000 100,000
2021-09-30 $4,243,000 50,000