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887 hedge funds and large institutions have $29.7B invested in IQVIA in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 74

1.61% more ownership

Funds ownership: 86.08%87.69% (+1.6%)

0% more funds holding

Funds holding: 884887 (+3)

3% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 338

16% less capital invested

Capital invested by funds: $35.3B → $29.7B (-$5.65B)

29% less funds holding in top 10

Funds holding in top 10: 3424 (-10)

54% less call options, than puts

Call options by funds: $35.5M | Put options by funds: $77.6M

Holders
887
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.28%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.41%
New
86
Increased
327
Reduced
338
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
N
401
Natixis
France
$2.28M -$392K -1,791 -12%
HIP
402
Harrell Investment Partners
Texas
$2.26M +$133K +608 +5%
Daiwa Securities Group
403
Daiwa Securities Group
Japan
$2.26M +$65.3K +298 +2%
CC
404
Copperleaf Capital
North Carolina
$2.23M +$401K +1,832 +18%
HKIMG
405
Hutchens & Kramer Investment Management Group
Indiana
$2.22M +$453K +2,070 +21%
Verition Fund Management
406
Verition Fund Management
Connecticut
$2.2M +$2.66M +12,126 New
SAM
407
Steinberg Asset Management
New York
$2.16M
LSERS
408
Louisiana State Employees Retirement System
Louisiana
$2.16M -$21.9K -100 -0.8%
CCM
409
Covington Capital Management
California
$2.09M +$6.13K +28 +0.2%
PFO
410
Pathstone Family Office
New Jersey
$2.06M +$1.48M +6,774 +146%
BFPW
411
BOK Financial Private Wealth
Colorado
$2.04M -$28.9K -132 -1%
AAM
412
Advisors Asset Management
Colorado
$2.02M -$99.5K -454 -4%
VPIM
413
Vanguard Personalized Indexing Management
California
$1.99M -$31.8K -145 -1%
MLICM
414
Metropolitan Life Insurance Company (MetLife)
New York
$1.96M -$64.4K -294 -3%
MWA
415
Meridian Wealth Advisors
Texas
$1.93M -$112K -510 -5%
GRP
416
Global Retirement Partners
California
$1.93M +$20.8K +95 +1%
SLI
417
Sumitomo Life Insurance
Japan
$1.92M +$18.8K +86 +0.8%
QIM
418
Quantitative Investment Management
Virginia
$1.89M +$2.28M +10,420 New
BS
419
Bessemer Securities
New York
$1.88M -$117K -534 -5%
RJT
420
Raymond James Trust
Florida
$1.85M +$138K +628 +7%
SGH
421
Sivik Global Healthcare
Connecticut
$1.81M -$1.64M -7,500 -43%
HFA
422
Harbert Fund Advisors
Alabama
$1.81M +$1.11M +5,075 +103%
TA
423
Tamarack Advisers
California
$1.81M +$2.19M +10,000 New
Rafferty Asset Management
424
Rafferty Asset Management
New York
$1.8M +$1.18M +5,370 +117%
Fisher Asset Management
425
Fisher Asset Management
Washington
$1.79M -$71.4K -326 -3%

IQV Hedge Fund Activity: Q3 2022 in Review

887 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2022, worth a combined $29.7B — down 16% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IQV positions and 74 closed out — a net gain of 12 holders — while 327 added to existing stakes and 338 trimmed.

The largest buyer was Mitsubishi UFJ Asset Management, adding an estimated $275M. The largest seller was Allianz Asset Management, cutting an estimated $233M.

  • 887 institutional investors held IQVIA (IQV) as of Q3 2022, up from 884 in Q2 2022.
  • Funds reported $29.7B of IQVIA stock for Q3 2022, down 16% quarter-over-quarter.
  • 86 funds opened new IQVIA positions in Q3 2022 and 74 closed out, a net change of +12 holders.
  • The largest IQVIA buyer in Q3 2022 was Mitsubishi UFJ Asset Management, an estimated $275M added.
  • The largest IQVIA seller in Q3 2022 was Allianz Asset Management, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2022.