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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
$368M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.34B
4
FCM
Farallon Capital Management
California
$869M
5
Citadel Advisors
Citadel Advisors
Florida
$146M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$39.9M
2
DZ Bank
DZ Bank
Germany
$42.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.03B
4
American Century Companies
American Century Companies
Missouri
$181M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$283M -$1.31M -5,848 -0.5%
Ameriprise
27
Ameriprise
Minnesota
$282M -$95.1M -423,151 -25%
Capital Research Global Investors
28
Capital Research Global Investors
California
$280M +$162K +721 +0.1%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$267M -$1.99M -8,867 -0.7%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$263M -$337K -1,499 -0.1%
Charles Schwab
31
Charles Schwab
California
$253M +$219K +975 +0.1%
LIP
32
Liontrust Investment Partners
United Kingdom
$237M +$9.1M +40,476 +4%
UBS AM
33
UBS AM
Illinois
$224M – – –
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$223M +$25.3M +112,409 +13%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$215M -$33.8M -150,215 -14%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$212M +$2.79M +12,403 +1%
Parnassus Investments
37
Parnassus Investments
California
$192M +$34M +151,089 +22%
American Century Companies
38
American Century Companies
Missouri
$181M -$234M -1,042,106 -56%
JFL
39
Jarislowsky, Fraser Ltd
Quebec, Canada
$180M +$17.3M +77,158 +11%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$180M -$25.8M -114,704 -13%
RJA
41
Raymond James & Associates
Florida
$179M +$6.19M +27,549 +4%
ACP
42
Atalan Capital Partners
New York
$170M – – –
Bank of America
43
Bank of America
North Carolina
$161M -$55.1M -245,157 -26%
Goldman Sachs
44
Goldman Sachs
New York
$160M -$77M -342,690 -32%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$158M -$27.8M -123,764 -15%
Swiss National Bank
46
Swiss National Bank
Switzerland
$151M -$14.6M -65,000 -9%
Citadel Advisors
47
Citadel Advisors
Florida
$146M +$116M +516,058 +384%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$144M +$1.82M +8,161 +1%
MIS
49
Morningstar Investment Services
Illinois
$140M -$3.89M -17,617 -3%
PI
50
Putnam Investments
Massachusetts
$138M +$16M +71,383 +13%
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