We are live on ! Find out more

887 hedge funds and large institutions have $29.7B invested in IQVIA in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 74

1.61% more ownership

Funds ownership: 86.08%87.69% (+1.6%)

0% more funds holding

Funds holding: 884887 (+3)

3% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 338

16% less capital invested

Capital invested by funds: $35.3B → $29.7B (-$5.65B)

29% less funds holding in top 10

Funds holding in top 10: 3424 (-10)

54% less call options, than puts

Call options by funds: $35.5M | Put options by funds: $77.6M

Holders
887
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.28%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.41%
New
86
Increased
327
Reduced
338
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
476
North Star Asset Management
Wisconsin
$1.15M
ASN
477
Advisory Services Network
Georgia
$1.13M -$18.6K -85 -1%
Northwestern Mutual Wealth Management
478
Northwestern Mutual Wealth Management
Wisconsin
$1.11M +$39.2K +179 +3%
GTCM
479
Gyon Technologies Capital Management
New Jersey
$1.11M +$845K +3,859 +169%
WP
480
WealthShield Partners
North Carolina
$1.11M +$95.7K +437 +8%
HCP
481
Holt Capital Partners
Texas
$1.11M
SWP
482
Stratos Wealth Partners
Ohio
$1.11M -$18.6K -85 -1%
SSWM
483
Smith Salley Wealth Management
North Carolina
$1.1M +$95.7K +437 +8%
VI
484
Vestcor Inc
New Brunswick, Canada
$1.1M +$4.6K +21 +0.3%
BO
485
Bank OZK
Arkansas
$1.1M +$1.33M +6,056 New
EI
486
Ethic Inc
New York
$1.08M -$1.86M -8,509 -59%
IEFM
487
IQ EQ Fund Management
Ireland
$1.07M -$92.7K -423 -7%
PAM
488
Paradigm Asset Management
New York
$1.07M -$21.9K -100 -2%
HA
489
Herold Advisors
New York
$1.05M
GCP
490
GSA Capital Partners
United Kingdom
$1.03M +$720K +3,286 +138%
BFM
491
Boston Financial Management
Massachusetts
$1.01M +$1.23M +5,593 New
WEG
492
World Equity Group
Illinois
$978K +$18.8K +86 +2%
UAS
493
United Asset Strategies
New York
$960K +$1.16M +5,301 New
MM
494
MQS Management
New York
$954K +$1.15M +5,266 New
OSAM
495
O'Shaughnessy Asset Management
Connecticut
$946K -$747K -3,409 -39%
BCV
496
Banque Cantonale Vaudoise
Switzerland
$942K -$8.32K -38 -0.7%
CCP
497
Carmel Capital Partners
California
$941K +$33.3K +152 +3%
PF
498
Phoenix Financial
Israel
$926K -$322K -1,469 -23%
CAPTRUST Financial Advisors
499
CAPTRUST Financial Advisors
North Carolina
$918K +$208K +950 +23%
FHA
500
First Horizon Advisors
Tennessee
$913K +$5.7K +26 +0.5%

IQV Hedge Fund Activity: Q3 2022 in Review

887 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2022, worth a combined $29.7B — down 16% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IQV positions and 74 closed out — a net gain of 12 holders — while 327 added to existing stakes and 338 trimmed.

The largest buyer was Mitsubishi UFJ Asset Management, adding an estimated $275M. The largest seller was Allianz Asset Management, cutting an estimated $233M.

  • 887 institutional investors held IQVIA (IQV) as of Q3 2022, up from 884 in Q2 2022.
  • Funds reported $29.7B of IQVIA stock for Q3 2022, down 16% quarter-over-quarter.
  • 86 funds opened new IQVIA positions in Q3 2022 and 74 closed out, a net change of +12 holders.
  • The largest IQVIA buyer in Q3 2022 was Mitsubishi UFJ Asset Management, an estimated $275M added.
  • The largest IQVIA seller in Q3 2022 was Allianz Asset Management, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2022.