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IQVIA
IQV

Overview Fund Activity

881 hedge funds and large institutions have $35.3B invested in IQVIA in 2022 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 329 increasing their positions, 343 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
881
Holders Change
-11
Holders Change %
-1.23%
% of All Funds
14.9%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.57%
New
85
Increased
329
Reduced
343
Closed
84
Calls
$74.5M
Puts
$73.6M
Net Calls
+$925K
Net Calls Change
+$29.3M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$248M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$183M
3
Morgan Stanley
Morgan Stanley
New York
+$179M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$157M
5
Millennium Management
Millennium Management
New York
+$148M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$457M
2
TP
Third Point
New York
-$254M
3
Goldman Sachs
Goldman Sachs
New York
-$174M
4
Invesco
Invesco
Georgia
-$145M
5
Two Sigma Investments
Two Sigma Investments
New York
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
EOJOAM
426
E. Ohman J:or Asset Management
Sweden
$1.8M -$195K -900 -10%
CIP
427
Chartwell Investment Partners
Pennsylvania
$1.78M +$27.1K +125 +2%
CQS
428
Credential Qtrade Securities
$1.74M -$7.6K -35 -0.4%
AC
429
Allstate Corporation
Illinois
$1.73M -$13.2K -61 -0.8%
ECM
430
Everence Capital Management
Indiana
$1.71M – – –
GWM
431
Geneos Wealth Management
Colorado
$1.69M -$220K -1,021 -11%
FTDI
432
First Trust Direct Indexing
Massachusetts
$1.68M +$71.4K +329 +4%
GSWM
433
Greenup Street Wealth Management
Michigan
$1.67M -$518K -2,389 -24%
NMIMC
434
Northwestern Mutual Investment Management Company
Wisconsin
$1.64M -$7.16K -33 -0.4%
CCP
435
Cunning Capital Partners
North Carolina
$1.61M -$4.11M -18,960 -72%
CW
436
CreativeOne Wealth
Kansas
$1.6M +$80.5K +371 +5%
BAM
437
Byrne Asset Management
New Jersey
$1.59M +$7.16K +33 +0.5%
IC
438
IEQ Capital
California
$1.56M +$183K +843 +13%
PA
439
Parallel Advisors
California
$1.55M -$125K -575 -7%
KFA
440
Kelleher Financial Advisors
New York
$1.55M +$826K +3,806 +114%
SG Americas Securities
441
SG Americas Securities
New York
$1.55M +$1.08M +4,996 +232%
CAM
442
Carret Asset Management
New York
$1.5M – – –
AAM
443
Arabesque Asset Management
United Kingdom
$1.5M – – –
TEC
444
Tiger Eye Capital
Tennessee
$1.47M – – –
MYLI
445
Meiji Yasuda Life Insurance
Japan
$1.47M +$39.1K +180 +3%
CTA
446
Chesley Taft & Associates
Illinois
$1.45M – – –
MFGP
447
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.44M +$1.44M +6,643 New
BAM
448
Blueshift Asset Management
New Jersey
$1.41M +$915K +4,218 +187%
Creative Planning
449
Creative Planning
Kansas
$1.4M +$582K +2,684 +71%
KRSITF
450
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.4M +$180K +828 +15%
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