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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 %
BS
501
Bessemer Securities
New York
$1.05M -$1.18M -5,250 -53%
FGI
502
Foresight Global Investors
New York
$1.04M +$1.04M +4,625 New
KCM
503
KLK Capital Management
California
$1.04M -$55.5K -247 -5%
KA
504
Kintegral Advisory
New York
$1.03M – – –
NIMI
505
Natixis Investment Managers International
France
$1.01M -$36K -160 -3%
Acadian Asset Management
506
Acadian Asset Management
Massachusetts
$1M +$858K +3,820 +591%
LNC
507
Lincoln National Corp
Pennsylvania
$979K +$20K +89 +2%
CC
508
Chicago Capital
Illinois
$975K +$1.57K +7 +0.2%
MYLI
509
Meiji Yasuda Life Insurance
Japan
$941K – – –
UCB
510
United Community Bank
South Carolina
$920K +$6.74K +30 +0.7%
APM
511
Advanced Portfolio Management
New York
$914K +$914K +4,067 New
BA
512
Bridgewater Associates
Connecticut
$910K +$87.4K +389 +11%
BMCM
513
Burns Matteson Capital Management
New York
$910K +$24.7K +110 +3%
DTL
514
Dynamic Technology Lab
Singapore
$902K -$261K -1,163 -22%
API
515
Advisor Partners II
California
$898K +$57.3K +255 +7%
OSAM
516
O'Shaughnessy Asset Management
Connecticut
$893K -$285K -1,267 -24%
SXL
517
Summit X LLC
Missouri
$877K -$13K -58 -1%
LBC
518
Lawrence B. Cohen
$876K +$876K +3,896 New
CA
519
Continuum Advisory
Idaho
$872K +$8.99K +40 +1%
FI
520
Financial Insights
Washington
$870K +$256K +1,140 +42%
TMAM
521
Tokio Marine Asset Management
Japan
$867K -$10.1K -45 -1%
KAS
522
Kestra Advisory Services
Texas
$864K +$101K +450 +13%
BFG
523
Beacon Financial Group
Texas
$858K -$68.4K -309 -7%
FT
524
Fiduciary Trust
Massachusetts
$844K -$85.4K -380 -9%
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
$835K -$114K -507 -12%
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