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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 %
SAM
401
Steinberg Asset Management
New York
$2.68M – – –
ASN
402
Advisory Services Network
Georgia
$2.68M +$189K +841 +8%
Mercer Global Advisors
403
Mercer Global Advisors
Colorado
$2.64M +$476K +2,116 +22%
LAM
404
L2 Asset Management
Massachusetts
$2.61M +$2.61M +11,602 New
BPC
405
Banque Pictet & Cie
Switzerland
$2.59M -$330K -1,470 -11%
LSERS
406
Louisiana State Employees Retirement System
Louisiana
$2.58M -$135K -600 -5%
RJT
407
Raymond James Trust
Florida
$2.57M -$91.5K -407 -3%
RBA
408
Richard Bernstein Advisors
New York
$2.56M – – –
VI
409
Vestcor Inc
New Brunswick, Canada
$2.46M -$3.15K -14 -0.1%
JCM
410
Jag Capital Management
Missouri
$2.45M +$2.45M +10,889 New
SLI
411
Sumitomo Life Insurance
Japan
$2.36M +$29.7K +132 +1%
ACS
412
Archford Capital Strategies
Illinois
$2.36M -$60.5K -265 -2%
SCP
413
Stamos Capital Partners
California
$2.33M +$2.33M +10,360 New
SG Americas Securities
414
SG Americas Securities
New York
$2.28M +$876K +3,896 +62%
IMPI
415
Ilmarinen Mutual Pension Insurance
Finland
$2.25M +$2.25M +10,000 New
CC
416
Copperleaf Capital
North Carolina
$2.22M -$42.3K -188 -2%
HighTower Advisors
417
HighTower Advisors
Illinois
$2.19M +$113K +508 +5%
GWM
418
Geneos Wealth Management
Colorado
$2.18M +$1.03M +4,590 +90%
WCM
419
Wunderlich Capital Managemnt
Tennessee
$2.17M +$7.87K +35 +0.4%
FHB
420
First Hawaiian Bank
Hawaii
$2.16M -$149K -662 -6%
IMRF
421
Illinois Municipal Retirement Fund
Illinois
$2.16M – – –
ETC
422
Exchange Traded Concepts
Oklahoma
$2.14M +$287K +1,276 +15%
BFPW
423
BOK Financial Private Wealth
Colorado
$2.14M -$423K -1,880 -17%
GRP
424
Global Retirement Partners
California
$2.14M -$8.77K -39 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
425
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.13M +$2.13M +9,468 New
15 16
17
18 19