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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 %
EF
476
Empirical Finance
Pennsylvania
$1.3M +$150K +667 +13%
PA
477
PFG Advisors
Arizona
$1.28M +$262K +1,167 +26%
HA
478
Herold Advisors
New York
$1.26M – – –
WEG
479
World Equity Group
Illinois
$1.26M +$683K +3,038 +119%
Tudor Investment Corp
480
Tudor Investment Corp
Connecticut
$1.26M -$8.49M -37,764 -87%
VIM
481
Vinva Investment Management
Australia
$1.26M -$106K -479 -8%
CFCI
482
Comprehensive Financial Consultants Institutional
Indiana
$1.25M +$48.9K +221 +4%
BCV
483
Banque Cantonale Vaudoise
Switzerland
$1.23M +$53.1K +236 +5%
FCM
484
Fairbanks Capital Management
California
$1.2M +$315K +1,401 +36%
AWS
485
Atria Wealth Solutions
New York
$1.19M +$422K +1,878 +55%
PFO
486
Pathstone Family Office
New Jersey
$1.14M +$32K +141 +3%
AHC
487
Adell Harriman & Carpenter
Texas
$1.14M -$331K -1,497 -23%
IEFM
488
IQ EQ Fund Management
Ireland
$1.13M +$12.4K +55 +1%
FHA
489
First Horizon Advisors
Tennessee
$1.13M +$674 +3 +0.1%
IAN
490
Integrated Advisors Network
Texas
$1.13M +$425K +1,892 +61%
PCIG
491
Partners Capital Investment Group
Massachusetts
$1.12M +$588K +2,618 +110%
ECM
492
Everence Capital Management
Indiana
$1.12M – – –
LRPA
493
L. Roy Papp & Associates
Arizona
$1.12M +$167K +742 +17%
HKIMG
494
Hutchens & Kramer Investment Management Group
Indiana
$1.12M -$206K -916 -16%
Wealthfront Advisers
495
Wealthfront Advisers
California
$1.11M +$323K +1,437 +41%
CW
496
CreativeOne Wealth
Kansas
$1.09M -$568K -2,526 -34%
CCMU
497
Cheyne Capital Management (UK)
United Kingdom
$1.08M +$1.08M +4,800 New
EVM
498
Evelyn V. Moreno
$1.08M +$1.08M +4,792 New
PAG
499
Private Advisor Group
New Jersey
$1.07M -$15.7K -70 -1%
LWANC
500
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.05M +$51.7K +230 +5%
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