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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 %
WB
376
WesBanco Bank
West Virginia
$3.28M +$3.82K +17 +0.1%
OPERF
377
Oregon Public Employees Retirement Fund
Oregon
$3.24M +$9.22K +41 +0.3%
OAM
378
Oppenheimer Asset Management
New York
$3.23M -$22.9K -102 -0.7%
Jane Street
379
Jane Street
New York
$3.22M -$5.93M -26,380 -65%
MSRPS
380
Maryland State Retirement & Pension System
Maryland
$3.16M -$105K -465 -3%
CCM
381
Cinctive Capital Management
New York
$3.15M +$3.15M +14,001 New
CGH
382
Crossmark Global Holdings
Texas
$3.13M -$175K -773 -5%
MC
383
Maverick Capital
Texas
$3.1M +$1.87M +8,300 +151%
Twin Tree Management
384
Twin Tree Management
Texas
$3.09M +$3.09M +13,753 New
MWA
385
Meridian Wealth Advisors
Texas
$3.09M +$124K +550 +4%
SWM
386
Spire Wealth Management
Virginia
$3.08M -$7.42K -33 -0.2%
FWM
387
Fairhaven Wealth Management
Illinois
$3.08M +$3.08M +13,698 New
JPMPWA
388
J.P. Morgan Private Wealth Advisors
California
$3.01M -$4.8M -21,354 -61%
Mariner
389
Mariner
Kansas
$3M +$228K +1,016 +8%
PCA
390
Providence Capital Advisors
North Carolina
$2.99M +$2.99M +13,312 New
HIMCH
391
Hartford Investment Management Co (HIMCO)
Connecticut
$2.98M -$585K -2,602 -16%
CBB
392
Citizens Business Bank
California
$2.94M -$150K -668 -5%
PRS
393
Pinkerton Retirement Specialists
Idaho
$2.9M +$7.42K +33 +0.3%
PCM
394
Parsons Capital Management
Rhode Island
$2.82M -$316K -1,404 -10%
Creative Planning
395
Creative Planning
Kansas
$2.81M +$841K +3,742 +43%
N
396
Natixis
France
$2.79M +$120K +535 +5%
HIP
397
Harrell Investment Partners
Texas
$2.76M +$105K +466 +4%
OIA
398
OneDigital Investment Advisors
Kansas
$2.74M +$266K +1,185 +11%
VPIM
399
Vanguard Personalized Indexing Management
California
$2.7M +$519K +2,307 +24%
EI
400
Ethic Inc
New York
$2.7M +$319K +1,421 +13%
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