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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 %
Northwestern Mutual Wealth Management
451
Northwestern Mutual Wealth Management
Wisconsin
$1.56M +$88.6K +394 +6%
CPC
452
Consolidated Planning Corp
Georgia
$1.55M +$52.4K +233 +3%
CAM
453
Carret Asset Management
New York
$1.55M – – –
CTA
454
Chesley Taft & Associates
Illinois
$1.51M -$25.8K -115 -2%
BAM
455
Byrne Asset Management
New Jersey
$1.51M +$12.6K +56 +0.8%
MGP
456
Metis Global Partners
California
$1.51M -$29.9K -133 -2%
KRSITF
457
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.5M +$11.9K +53 +0.8%
FLPIM
458
F.L. Putnam Investment Management
Massachusetts
$1.5M +$1.06M +4,729 +246%
CAPTRUST Financial Advisors
459
CAPTRUST Financial Advisors
North Carolina
$1.49M +$204K +908 +16%
CCP
460
Carmel Capital Partners
California
$1.47M +$276K +1,227 +23%
BFM
461
Boston Financial Management
Massachusetts
$1.45M +$15.7K +70 +1%
William Blair & Company
462
William Blair & Company
Illinois
$1.44M -$25.8K -115 -2%
GH
463
GAM Holding
Switzerland
$1.43M -$1.85M -8,224 -56%
SWP
464
Stratos Wealth Partners
Ohio
$1.42M +$196K +873 +16%
Parallax Volatility Advisers
465
Parallax Volatility Advisers
California
$1.41M – – –
NSAM
466
North Star Asset Management
Wisconsin
$1.39M -$30.3K -135 -2%
FTDI
467
First Trust Direct Indexing
Massachusetts
$1.39M -$167K -743 -11%
HCP
468
Holt Capital Partners
Texas
$1.39M +$18K +80 +1%
HAG
469
HF Advisory Group
Maryland
$1.37M +$139K +619 +11%
SSWM
470
Smith Salley Wealth Management
North Carolina
$1.36M +$15.5K +69 +1%
Fisher Asset Management
471
Fisher Asset Management
Washington
$1.36M -$107K -474 -7%
AIM
472
Aquila Investment Management
New York
$1.35M – – –
UAS
473
United Asset Strategies
New York
$1.32M +$1.32M +5,880 New
AI
474
AXS Investments
New York
$1.32M +$1.32M +5,870 New
NMIMC
475
Northwestern Mutual Investment Management Company
Wisconsin
$1.32M +$3.37K +15 +0.3%
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