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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
PIM
426
Perpetual Investment Management
Australia
$1.78M -$920K -4,200 -30%
ACS
427
Archford Capital Strategies
Illinois
$1.78M +$41.8K +191 +2%
Jacobs Levy Equity Management
428
Jacobs Levy Equity Management
New Jersey
$1.77M +$1.52M +6,958 +249%
NMERB
429
New Mexico Educational Retirement Board
New Mexico
$1.76M -$197K -900 -8%
IMRF
430
Illinois Municipal Retirement Fund
Illinois
$1.74M
Mercer Global Advisors
431
Mercer Global Advisors
Colorado
$1.73M -$39.7K -181 -2%
WCM
432
Wunderlich Capital Managemnt
Tennessee
$1.7M +$63.3K +289 +3%
PAG
433
Private Advisor Group
New Jersey
$1.67M -$7.77M -35,447 -79%
AIM
434
Achmea Investment Management
Netherlands
$1.66M
AIM
435
Aquila Investment Management
New York
$1.63M +$657K +3,000 +50%
KAS
436
Kestra Advisory Services
Texas
$1.63M +$704K +3,213 +56%
SCA
437
Stonebridge Capital Advisors
Minnesota
$1.62M +$74K +338 +4%
CI Investments Inc
438
CI Investments Inc
Ontario, Canada
$1.56M +$47.5K +217 +3%
Susquehanna International Group
439
Susquehanna International Group
Pennsylvania
$1.55M -$4.4M -20,084 -70%
ETC
440
Exchange Traded Concepts
Oklahoma
$1.54M -$1.97K -9 -0.1%
QT
441
Quantamental Technologies
New York
$1.53M +$1.85M +8,443 New
Macquarie Group
442
Macquarie Group
Australia
$1.53M -$8.82M -40,259 -83%
Thrivent Financial for Lutherans
443
Thrivent Financial for Lutherans
Minnesota
$1.5M -$1.55M -7,098 -46%
EOJOAM
444
E. Ohman J:or Asset Management
Sweden
$1.5M
EP
445
Eversept Partners
New York
$1.5M +$498K +2,273 +38%
CIP
446
Chartwell Investment Partners
Pennsylvania
$1.49M
GSWM
447
Greenup Street Wealth Management
Michigan
$1.45M +$69.7K +318 +4%
ECM
448
Everence Capital Management
Indiana
$1.43M
FTDI
449
First Trust Direct Indexing
Massachusetts
$1.43M +$31.5K +144 +2%
PFM
450
Patton Fund Management
Texas
$1.42M -$145K -660 -8%

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.