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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 %
SCA
501
Snowden Capital Advisors
New York
$864K +$19.9K +92 +2%
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$857K -$194K -892 -18%
LRPA
503
L. Roy Papp & Associates
Arizona
$846K +$59.9K +276 +8%
PFGIA
504
Patriot Financial Group Insurance Agency
Massachusetts
$836K +$46.6K +215 +6%
RCM
505
Ratan Capital Management
Florida
$834K – – –
BMCM
506
Burns Matteson Capital Management
New York
$826K +$6.29K +29 +0.8%
CIM
507
Chiron Investment Management
New York
$824K +$301K +1,387 +58%
GC
508
Guardian Capital
Ontario, Canada
$815K +$230K +1,062 +39%
EF
509
Empirical Finance
Pennsylvania
$813K +$45.1K +208 +6%
FL
510
Fort LP
Maryland
$809K -$443K -2,044 -35%
CIC
511
Cornercap Investment Counsel
Georgia
$804K +$81.6K +376 +11%
CC
512
Cipher Capital
New York
$804K +$804K +3,706 New
DCM
513
Dimension Capital Management
Florida
$803K +$803K +3,702 New
UCB
514
United Community Bank
South Carolina
$802K +$7.16K +33 +0.9%
CA
515
Continuum Advisory
Idaho
$800K +$328K +1,512 +70%
Wealthfront Advisers
516
Wealthfront Advisers
California
$791K -$4.99K -23 -0.6%
AWS
517
Atria Wealth Solutions
New York
$782K +$313K +1,444 +67%
BRWA
518
B. Riley Wealth Advisors
Florida
$781K -$141K -649 -15%
IWA
519
IVC Wealth Advisors
Pennsylvania
$773K -$43.4K -200 -5%
LNC
520
Lincoln National Corp
Pennsylvania
$760K -$85.4K -394 -10%
AWM
521
AE Wealth Management
Kansas
$750K +$38.4K +177 +5%
GTAM
522
Global Trust Asset Management
Florida
$744K – – –
TWC
523
TD Waterhouse Canada
Ontario, Canada
$743K -$10.1K -47 -1%
APWM
524
Atlas Private Wealth Management
New York
$743K – – –
Pacer Advisors
525
Pacer Advisors
Pennsylvania
$738K -$1.43M -6,572 -66%
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