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IQVIA
IQV

Overview Fund Activity

936 hedge funds and large institutions have $32.2B invested in IQVIA in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 355 increasing their positions, 347 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
936
Holders Change
+11
Holders Change %
+1.19%
% of All Funds
14.92%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
98
Increased
355
Reduced
347
Closed
71
Calls
$60.8M
Puts
$67.9M
Net Calls
-$7.06M
Net Calls Change
+$6.97M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$1.55B
2
ATN
AMF Tjänstepension
Sweden
$148M
3
EAM
Eagle Asset Management
Florida
$103M
4
DZ Bank
DZ Bank
Germany
$92.5M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$53.4M

Top Sellers

1
LAM
L2 Asset Management
Massachusetts
$2.29M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$653M
3
FCM
Farallon Capital Management
California
$544M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.01B
5
BlackRock
BlackRock
New York
$2.93B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
26
Bessemer Group
New Jersey
$252M -$1.9M -9,636 -0.7%
Legal & General Group
27
Legal & General Group
United Kingdom
$237M -$10.3M -52,582 -4%
UBS AM
28
UBS AM
Illinois
$232M +$10.4M +52,658 +5%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$229M -$4.16M -21,147 -2%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$225M -$4.6M -23,357 -2%
Charles Schwab
31
Charles Schwab
California
$223M +$1.14M +5,773 +0.5%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$201M +$5.25M +26,664 +3%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$190M +$4.19M +21,303 +2%
LIP
34
Liontrust Investment Partners
United Kingdom
$188M -$19.6M -99,688 -9%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$184M -$4.15M -21,097 -2%
Parnassus Investments
36
Parnassus Investments
California
$180M +$12.5M +63,669 +7%
RJA
37
Raymond James & Associates
Florida
$164M +$6.97M +35,448 +4%
JFL
38
Jarislowsky, Fraser Ltd
Quebec, Canada
$156M -$1.23M -6,249 -0.8%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$153M -$4.3M -21,870 -3%
Bank of America
40
Bank of America
North Carolina
$150M +$9.73M +49,457 +7%
ATN
41
AMF Tjänstepension
Sweden
$148M +$148M +752,712 New
Ameriprise
42
Ameriprise
Minnesota
$142M -$104M -530,860 -42%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$142M +$13.9M +69,648 +11%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$137M -$1.38M -7,029 -1%
American Century Companies
45
American Century Companies
Missouri
$137M -$21.6M -109,819 -14%
Goldman Sachs
46
Goldman Sachs
New York
$136M -$4.54M -23,084 -3%
ACP
47
Atalan Capital Partners
New York
$128M -$20.9M -106,000 -14%
MIS
48
Morningstar Investment Services
Illinois
$124M -$1.36M -6,860 -1%
Swiss National Bank
49
Swiss National Bank
Switzerland
$117M -$14.9M -75,600 -11%
Truist Financial
50
Truist Financial
North Carolina
$108M +$15.4M +78,255 +17%
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