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IQVIA
IQV

Overview Fund Activity

925 hedge funds and large institutions have $36.3B invested in IQVIA in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 344 increasing their positions, 342 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+6
Holders Change %
+0.65%
% of All Funds
14.59%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.32%
New
96
Increased
344
Reduced
342
Closed
85
Calls
$63.7M
Puts
$77.7M
Net Calls
-$14M
Net Calls Change
-$33.8M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$359M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.34B
4
FCM
Farallon Capital Management
California
$869M
5
Citadel Advisors
Citadel Advisors
Florida
$146M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$39.9M
2
DZ Bank
DZ Bank
Germany
$42.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.03B
4
American Century Companies
American Century Companies
Missouri
$181M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
226
Simplicity Solutions
Minnesota
$12.5M +$285K +1,270 +2%
BFG
227
Bleakley Financial Group
New Jersey
$12.5M +$286K +1,271 +2%
MAM
228
Martingale Asset Management
Massachusetts
$12.5M -$3.82M -16,978 -23%
KLWA
229
Kelly Lawrence W & Associates
California
$12.2M +$43K +200 +0.4%
MIM
230
MetLife Investment Management
New Jersey
$12.2M -$254K -1,130 -2%
Mackenzie Financial
231
Mackenzie Financial
Ontario, Canada
$12.2M -$72.5M -327,815 -86%
AIG
232
American International Group
New York
$12.1M -$296K -1,316 -2%
ASRS
233
Arizona State Retirement System
Arizona
$12M +$560K +2,493 +5%
SSWM
234
Sheets Smith Wealth Management
North Carolina
$11.6M +$58.4K +260 +0.5%
SW
235
SVB Wealth
Massachusetts
$11.6M -$1.66M -7,384 -12%
SOMRS
236
State of Michigan Retirement System
Michigan
$11.5M – – –
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
$11.1M -$10.7M -47,815 -49%
AB
238
Amalgamated Bank
New York
$11M -$341K -1,517 -3%
MC
239
Middleton & Co
Massachusetts
$11M +$55.7K +248 +0.5%
National Bank of Canada
240
National Bank of Canada
Quebec, Canada
$10.9M +$327K +1,478 +3%
EWA
241
Exencial Wealth Advisors
Oklahoma
$10.7M -$385K -1,714 -3%
Nomura Asset Management
242
Nomura Asset Management
Japan
$10.7M +$197K +878 +2%
Aberdeen Group
243
Aberdeen Group
United Kingdom
$10.6M -$169K -752 -2%
RPAM
244
Rhenman & Partners Asset Management
Sweden
$10.6M +$5.84M +26,000 +124%
Bank of Nova Scotia
245
Bank of Nova Scotia
Ontario, Canada
$10.4M -$10.8M -47,948 -51%
Millennium Management
246
Millennium Management
New York
$10.2M -$46.1M -204,891 -82%
AC
247
Addenda Capital
Quebec, Canada
$10.2M +$1.34M +5,966 +15%
Axa
248
Axa
France
$10.1M -$755K -3,360 -7%
KBC Group
249
KBC Group
Belgium
$9.98M -$15M -66,685 -60%
NSLI
250
Nan Shan Life Insurance
Taiwan
$9.91M – – –
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