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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 %
PF
451
Phoenix Financial
Israel
$1.38M -$992K -4,681 -42%
OPS
452
Orion Portfolio Solutions
Nebraska
$1.38M -$197K -910 -13%
NSAM
453
North Star Asset Management
Wisconsin
$1.38M – – –
IEFM
454
IQ EQ Fund Management
Ireland
$1.38M +$1.38M +6,340 New
ASN
455
Advisory Services Network
Georgia
$1.37M +$1.52K +7 +0.1%
SWP
456
Stratos Wealth Partners
Ohio
$1.35M -$209K -964 -13%
HCP
457
Holt Capital Partners
Texas
$1.33M -$16.3K -75 -1%
CPC
458
Consolidated Planning Corp
Georgia
$1.32M +$1.32M +6,093 New
VI
459
Vestcor Inc
New Brunswick, Canada
$1.31M +$308K +1,421 +31%
EP
460
Eversept Partners
New York
$1.31M -$11.6M -53,546 -90%
AIM
461
Aquila Investment Management
New York
$1.3M -$1.3M -6,000 -50%
PAM
462
Paradigm Asset Management
New York
$1.3M – – –
Northwestern Mutual Wealth Management
463
Northwestern Mutual Wealth Management
Wisconsin
$1.3M +$32.5K +150 +3%
HWAM
464
Hennion & Walsh Asset Management
New Jersey
$1.26M -$27.1K -125 -2%
HA
465
Herold Advisors
New York
$1.26M +$65.1K +300 +5%
KAS
466
Kestra Advisory Services
Texas
$1.25M +$110K +507 +10%
LOIM
467
Liberty One Investment Management
Illinois
$1.24M +$221K +911 +22%
WP
468
WealthShield Partners
North Carolina
$1.24M +$14.3K +66 +1%
SSWM
469
Smith Salley Wealth Management
North Carolina
$1.23M -$16.9K -78 -1%
William Blair & Company
470
William Blair & Company
Illinois
$1.19M +$100K +463 +9%
ACM
471
Ativo Capital Management
Illinois
$1.18M – – –
WEG
472
World Equity Group
Illinois
$1.15M +$26K +120 +2%
BCV
473
Banque Cantonale Vaudoise
Switzerland
$1.14M +$184K +849 +19%
HighTower Advisors
474
HighTower Advisors
Illinois
$1.13M +$22.9K +105 +2%
CCP
475
Carmel Capital Partners
California
$1.09M -$237K -1,092 -18%
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