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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
CCIA
501
Campbell & Co Investment Adviser
Maryland
$910K +$1.1M +5,024 New
William Blair & Company
502
William Blair & Company
Illinois
$909K -$100K -457 -8%
CFCI
503
Comprehensive Financial Consultants Institutional
Indiana
$898K +$34.6K +158 +3%
BFG
504
Beacon Financial Group
Texas
$895K -$28.3K -129 -3%
IUHSA
505
Itau Unibanco Holding S.A.
Brazil
$895K +$1.08M +4,943 New
PA
506
PFG Advisors
Arizona
$869K +$83.9K +383 +9%
KCM
507
KLK Capital Management
California
$856K +$1.04M +4,730 New
AP
508
AtonRa Partners
Switzerland
$852K -$14.2K -65 -1%
II
509
Inspire Investing
Idaho
$848K +$628K +2,866 +158%
MYAM
510
Meiji Yasuda Asset Management
Japan
$846K +$17.1K +78 +2%
BOM
511
Bank of Marin
California
$817K -$23.7K -108 -2%
EF
512
Empirical Finance
Pennsylvania
$817K +$167K +763 +20%
IAN
513
Integrated Advisors Network
Texas
$806K -$20.6K -94 -2%
IA
514
Icon Advisers
Colorado
$804K -$1.03M -4,700 -51%
KA
515
Kintegral Advisory
New York
$799K
HIM
516
Hotaling Investment Management
Pennsylvania
$798K +$5.04K +23 +0.5%
CC
517
Chicago Capital
Illinois
$793K -$78.6K -359 -8%
FT
518
Fiduciary Trust
Massachusetts
$779K +$19.9K +91 +2%
CP
519
Cumberland Partners
Ontario, Canada
$770K
TSS
520
Two Sigma Securities
New York
$765K +$926K +4,225 New
LWANC
521
Laurel Wealth Advisors (North Carolina)
North Carolina
$762K +$4.38K +20 +0.5%
MCC
522
Money Concepts Capital
Florida
$756K +$896K +4,088 +4,645%
SIC
523
Salem Investment Counselors
North Carolina
$743K +$329K +1,502 +58%
RIM
524
Redpoint Investment Management
Australia
$741K -$165K -754 -16%
SXL
525
Summit X LLC
Missouri
$736K +$5.04K +23 +0.6%

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.