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IQVIA
IQV

Overview Fund Activity

936 hedge funds and large institutions have $32.2B invested in IQVIA in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 355 increasing their positions, 347 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
936
Holders Change
+11
Holders Change %
+1.19%
% of All Funds
14.92%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
98
Increased
355
Reduced
347
Closed
71
Calls
$60.8M
Puts
$67.9M
Net Calls
-$7.06M
Net Calls Change
+$6.97M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$1.24B
2
ATN
AMF Tjänstepension
Sweden
+$148M
3
EAM
Eagle Asset Management
Florida
+$103M
4
DZ Bank
DZ Bank
Germany
+$55.4M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$51.5M

Top Sellers

1
LAM
L2 Asset Management
Massachusetts
-$1.56B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$247M
3
FCM
Farallon Capital Management
California
-$217M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$210M
5
BlackRock
BlackRock
New York
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFS
226
GYL Financial Synergies
Connecticut
$11.5M -$202K -1,026 -2%
SMDAM
227
Sumitomo Mitsui DS Asset Management
Japan
$11.3M -$106K -541 -0.9%
BFG
228
Bleakley Financial Group
New Jersey
$11.3M +$316K +1,606 +3%
SS
229
Simplicity Solutions
Minnesota
$11.3M +$316K +1,606 +3%
KLWA
230
Kelly Lawrence W & Associates
California
$11.2M -$24.6K -125 -0.2%
National Bank of Canada
231
National Bank of Canada
Quebec, Canada
$11.1M +$1.61M +8,315 +17%
CAN
232
Cetera Advisor Networks
California
$11M -$22.4K -114 -0.2%
CWM
233
Curi Wealth Management
North Carolina
$10.8M -$622K -3,160 -5%
MAM
234
Martingale Asset Management
Massachusetts
$10.7M -$159K -807 -1%
LOAME
235
Lombard Odier Asset Management (Europe)
United Kingdom
$10.6M +$10.6M +53,657 New
ASRS
236
Arizona State Retirement System
Arizona
$10.3M -$135K -688 -1%
MIM
237
MetLife Investment Management
New Jersey
$10.3M -$345K -1,754 -3%
PWAM
238
Park West Asset Management
California
$10.2M -$10.7M -54,555 -51%
SSWM
239
Sheets Smith Wealth Management
North Carolina
$10.1M -$98.4K -500 -1%
AAF
240
Andra AP-fonden
Sweden
$10.1M +$2.58M +13,100 +34%
GC
241
Gratus Capital
Georgia
$10M -$3.66M -18,596 -27%
AIG
242
American International Group
New York
$9.96M -$645K -3,277 -6%
Bank of Nova Scotia
243
Bank of Nova Scotia
Ontario, Canada
$9.93M +$804K +4,084 +9%
SOMRS
244
State of Michigan Retirement System
Michigan
$9.88M -$157K -800 -2%
MC
245
Middleton & Co
Massachusetts
$9.8M +$157K +798 +2%
FRAF
246
Första AP-fonden
Sweden
$9.78M +$1.51M +7,700 +18%
AB
247
Amalgamated Bank
New York
$9.51M -$152K -775 -2%
SW
248
SVB Wealth
Massachusetts
$9.5M -$675K -3,431 -7%
CGA
249
Compound Global Advisors
Washington
$9.38M +$3.09M +15,682 +49%
Nomura Asset Management
250
Nomura Asset Management
Japan
$9.27M -$95.2K -484 -1%
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