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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 %
FHA
476
First Horizon Advisors
Tennessee
$1.09M +$215K +990 +25%
BFG
477
Beacon Financial Group
Texas
$1.08M -$468K -2,190 -30%
HFA
478
Harbert Fund Advisors
Alabama
$1.07M +$1.07M +4,925 New
QC
479
Quadrature Capital
United Kingdom
$1.06M +$1.06M +4,898 New
RIM
480
Redpoint Investment Management
Australia
$1.05M – – –
AP
481
AtonRa Partners
Switzerland
$1.03M -$1.22M -5,617 -54%
CC
482
Chicago Capital
Illinois
$1.03M -$73.3K -338 -7%
CFCI
483
Comprehensive Financial Consultants Institutional
Indiana
$1.02M +$27.1K +127 +3%
PFO
484
Pathstone Family Office
New Jersey
$1M +$211K +971 +27%
BOM
485
Bank of Marin
California
$1M +$267K +1,232 +36%
MYAM
486
Meiji Yasuda Asset Management
Japan
$997K +$52.1K +240 +6%
Rafferty Asset Management
487
Rafferty Asset Management
New York
$996K -$271K -1,248 -21%
BCM
488
Brookstone Capital Management
Illinois
$995K -$822K -3,748 -45%
IAN
489
Integrated Advisors Network
Texas
$986K +$986K +4,546 New
SEC
490
Seven Eight Capital
New York
$976K +$727K +3,352 +292%
NIMI
491
Natixis Investment Managers International
France
$963K +$89.3K +412 +10%
PA
492
PFG Advisors
Arizona
$958K +$23.9K +110 +3%
KA
493
Kintegral Advisory
New York
$957K +$20.2K +93 +2%
HIM
494
Hotaling Investment Management
Pennsylvania
$951K -$42.1K -194 -4%
CP
495
Cumberland Partners
Ontario, Canada
$922K +$271K +1,250 +42%
V
496
Veritable
Delaware
$917K +$301K +1,387 +49%
FT
497
Fiduciary Trust
Massachusetts
$914K -$83.6K -385 -8%
LWANC
498
Laurel Wealth Advisors (North Carolina)
North Carolina
$908K – – –
CAPTRUST Financial Advisors
499
CAPTRUST Financial Advisors
North Carolina
$894K +$407K +1,875 +84%
SXL
500
Summit X LLC
Missouri
$874K -$18K -83 -2%
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