IQV icon

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 %
KF
401
Krilogy Financial
Missouri
$2.26M +$2.26M +11,491 New
BPC
402
Banque Pictet & Cie
Switzerland
$2.25M -$15.7K -80 -0.7%
GSWM
403
Greenup Street Wealth Management
Michigan
$2.25M +$2.25M +11,435 New
BAMF
404
BI Asset Management Fondsmaeglerselskab
Denmark
$2.25M +$775K +3,938 +53%
SFA
405
Semmax Financial Advisors
North Carolina
$2.25M +$2.25M +11,605 New
RBA
406
Richard Bernstein Advisors
New York
$2.24M – – –
JCM
407
Jag Capital Management
Missouri
$2.23M +$91.1K +463 +4%
BMSSC
408
B. Metzler seel. Sohn & Co
Germany
$2.23M +$680K +3,457 +44%
GWM
409
Geneos Wealth Management
Colorado
$2.23M +$318K +1,616 +17%
LSERS
410
Louisiana State Employees Retirement System
Louisiana
$2.22M -$39.4K -200 -2%
SLI
411
Sumitomo Life Insurance
Japan
$2.16M +$95.6K +486 +5%
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$2.16M -$2.62M -13,337 -55%
VPIM
413
Vanguard Personalized Indexing Management
California
$2.11M -$248K -1,261 -11%
ECM
414
Element Capital Management
New York
$2.1M -$2.93M -14,898 -58%
SCP
415
Stamos Capital Partners
California
$2.04M – – –
ACS
416
Archford Capital Strategies
Illinois
$2.02M -$12.2K -62 -0.6%
Mercer Global Advisors
417
Mercer Global Advisors
Colorado
$2M -$311K -1,580 -13%
CWM
418
CIBC World Markets
New York
$1.99M -$2.29M -11,645 -54%
ACM
419
Aquatic Capital Management
Illinois
$1.99M +$1.99M +10,100 New
Macquarie Group
420
Macquarie Group
Australia
$1.98M +$186K +947 +10%
IMPI
421
Ilmarinen Mutual Pension Insurance
Finland
$1.97M – – –
VI
422
Vestcor Inc
New Brunswick, Canada
$1.96M -$201K -1,023 -9%
TRCT
423
Tower Research Capital (TRC)
New York
$1.95M +$1.51M +7,670 +344%
LFM
424
LGT Fund Management
Liechtenstein
$1.94M +$1.94M +10,000 New
NPT
425
Nixon Peabody Trust
Massachusetts
$1.92M +$1.28M +6,515 +202%
15 16
17
18 19