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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 %
OPERF
376
Oregon Public Employees Retirement Fund
Oregon
$2.78M -$59K -300 -2%
MWA
377
Meridian Wealth Advisors
Texas
$2.77M +$66.5K +338 +2%
MSRPS
378
Maryland State Retirement & Pension System
Maryland
$2.77M – – –
HIP
379
Harrell Investment Partners
Texas
$2.74M +$360K +1,859 +15%
FWM
380
Fairhaven Wealth Management
Illinois
$2.74M +$46.2K +235 +2%
CGH
381
Crossmark Global Holdings
Texas
$2.74M -$56.2K -279 -2%
OIA
382
OneDigital Investment Advisors
Kansas
$2.68M +$290K +1,474 +12%
JPMPWA
383
J.P. Morgan Private Wealth Advisors
California
$2.65M +$19.3K +98 +0.7%
PCA
384
Providence Capital Advisors
North Carolina
$2.62M -$2.75K -14 -0.1%
SAM
385
Securian Asset Management
Minnesota
$2.59M -$435K -2,212 -14%
Caisse de Depot et Placement du Quebec (CDPQ)
386
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.57M -$4.41M -22,424 -63%
Nisa Investment Advisors
387
Nisa Investment Advisors
Missouri
$2.53M -$531K -2,700 -17%
Envestnet Portfolio Solutions
388
Envestnet Portfolio Solutions
Illinois
$2.53M +$2.53M +12,856 New
PRS
389
Pinkerton Retirement Specialists
Idaho
$2.49M -$50.8K -258 -2%
CBB
390
Citizens Business Bank
California
$2.46M -$110K -560 -4%
HIMCH
391
Hartford Investment Management Co (HIMCO)
Connecticut
$2.46M -$150K -764 -6%
Capstone Investment Advisors
392
Capstone Investment Advisors
New York
$2.45M +$2.28M +11,596 +1,348%
ASN
393
Advisory Services Network
Georgia
$2.44M +$91.3K +464 +4%
IMRF
394
Illinois Municipal Retirement Fund
Illinois
$2.39M +$502K +2,552 +27%
PCM
395
Parsons Capital Management
Rhode Island
$2.39M -$84K -427 -3%
SAM
396
Steinberg Asset Management
New York
$2.34M -$4.53K -23 -0.2%
PI
397
PineBridge Investments
New York
$2.31M +$2.31M +11,727 New
LAM
398
L2 Asset Management
Massachusetts
$2.29M -$1.56B -11,585 -100%
STC
399
Sarah T. Connolly
$2.27M +$2.27M +11,525 New
RJT
400
Raymond James Trust
Florida
$2.26M +$14.2K +72 +0.6%
14 15
16
17 18