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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
+$1.24B
2
ATN
AMF Tjänstepension
Sweden
+$148M
3
EAM
Eagle Asset Management
Florida
+$103M
4
DZ Bank
DZ Bank
Germany
+$55.4M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$51.5M

Top Sellers

1
LAM
L2 Asset Management
Massachusetts
-$1.56B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$247M
3
FCM
Farallon Capital Management
California
-$217M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$210M
5
BlackRock
BlackRock
New York
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
476
Carmel Capital Partners
California
$1.29M – – –
SSWM
477
Smith Salley Wealth Management
North Carolina
$1.28M +$83K +422 +7%
BFM
478
Boston Financial Management
Massachusetts
$1.28M +$2.56K +13 +0.2%
NB
479
NBT Bank
New York
$1.28M +$1.28M +6,483 New
CFCI
480
Comprehensive Financial Consultants Institutional
Indiana
$1.27M +$157K +798 +14%
EF
481
Empirical Finance
Pennsylvania
$1.26M +$124K +629 +11%
PI
482
PGGM Investments
Netherlands
$1.26M -$496K -2,520 -28%
GH
483
GAM Holding
Switzerland
$1.25M +$197 +1 +0%
PP
484
Prudential plc
United Kingdom
$1.24M -$126K -641 -9%
AIM
485
Artemis Investment Management
United Kingdom
$1.23M -$138K -704 -10%
NSAM
486
North Star Asset Management
Wisconsin
$1.23M +$4.92K +25 +0.4%
HCP
487
Holt Capital Partners
Texas
$1.22M – – –
FGI
488
Foresight Global Investors
New York
$1.21M +$305K +1,550 +34%
AIM
489
Aquila Investment Management
New York
$1.18M – – –
API
490
Advisor Partners II
California
$1.16M +$376K +1,910 +48%
Simplex Trading
491
Simplex Trading
Illinois
$1.16M +$1.16M +5,901 New
NMIMC
492
Northwestern Mutual Investment Management Company
Wisconsin
$1.14M -$14.4K -73 -1%
PA
493
PFG Advisors
Arizona
$1.13M +$13.4K +68 +1%
Fisher Asset Management
494
Fisher Asset Management
Washington
$1.11M -$74.4K -378 -6%
HA
495
Herold Advisors
New York
$1.1M – – –
BCV
496
Banque Cantonale Vaudoise
Switzerland
$1.08M +$9.65K +49 +0.9%
NSLI
497
Nan Shan Life Insurance
Taiwan
$1.07M -$7.61M -38,660 -88%
IIM
498
INTECH Investment Management
Florida
$1.06M -$2.21M -11,238 -68%
AWS
499
Atria Wealth Solutions
New York
$1.06M +$19.7K +100 +2%
Wealthfront Advisers
500
Wealthfront Advisers
California
$1.06M +$86.2K +438 +9%
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