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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
+$249M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$214M
4
FCM
Farallon Capital Management
California
+$148M
5
Citadel Advisors
Citadel Advisors
Florida
+$116M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$8.17B
2
DZ Bank
DZ Bank
Germany
-$265M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$236M
4
American Century Companies
American Century Companies
Missouri
-$234M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$231M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
326
CIBC World Markets
New York
$4.89M +$2.78M +12,361 +132%
BF
327
BOK Financial
Oklahoma
$4.86M -$123K -545 -2%
AIM
328
Achmea Investment Management
Netherlands
$4.83M +$2.31M +10,261 +91%
Assenagon Asset Management
329
Assenagon Asset Management
Luxembourg
$4.71M -$17.3M -76,824 -79%
MFS
330
Mirabella Financial Services
United Kingdom
$4.67M +$4.07M +18,106 +672%
TAM
331
Tocqueville Asset Management
New York
$4.67M -$21.1K -94 -0.5%
EAM
332
EFG Asset Management
Oregon
$4.66M -$838K -3,729 -15%
CIBC World Market
333
CIBC World Market
Ontario, Canada
$4.64M +$4.26M +18,975 +1,151%
NA
334
NewEdge Advisors
Louisiana
$4.57M -$627K -2,790 -12%
Walleye Capital
335
Walleye Capital
New York
$4.57M -$4.51M -20,083 -50%
BIMC
336
Benson Investment Management Company
Virginia
$4.5M +$499K +2,219 +12%
Commonwealth Equity Services
337
Commonwealth Equity Services
Massachusetts
$4.5M +$474K +2,107 +12%
WorldQuant Millennium Advisors
338
WorldQuant Millennium Advisors
New York
$4.47M -$1.1M -4,912 -20%
AI
339
Atria Investments
North Carolina
$4.33M -$900K -4,002 -17%
P
340
Paradiem
Louisiana
$4.33M +$521K +2,320 +14%
ECM
341
Endurant Capital Management
California
$4.31M +$4.31M +19,169 New
CS
342
Cannell & Spears
New York
$4.26M +$1.17M +5,191 +38%
DC
343
Davenport & Co
Virginia
$4.24M -$50.1K -223 -1%
EP
344
Eversept Partners
New York
$4.21M +$974K +4,332 +30%
DILIC
345
Dai-ichi Life Insurance Company
Japan
$4.17M -$674K -3,000 -14%
RIM
346
Reliant Investment Management
Tennessee
$4.15M +$124K +550 +3%
FIA
347
Foundations Investment Advisors
Arizona
$4.14M +$1.6M +7,114 +63%
US Bancorp
348
US Bancorp
Minnesota
$4.07M -$37.8K -168 -0.9%
AP
349
Appleton Partners
Massachusetts
$4.05M +$323K +1,439 +9%
Rafferty Asset Management
350
Rafferty Asset Management
New York
$4.04M +$308K +1,370 +8%
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