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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 %
I
501
InceptionR
California
$1.06M +$1.06M +5,388 New
KAS
502
Kestra Advisory Services
Texas
$1.05M +$296K +1,502 +39%
VIM
503
Vinva Investment Management
Australia
$1.03M -$95.9K -485 -9%
TAM
504
Todd Asset Management
Kentucky
$1.02M -$12.6M -64,208 -92%
PCIG
505
Partners Capital Investment Group
Massachusetts
$1M +$19.7K +100 +2%
FCM
506
Fairbanks Capital Management
California
$1M -$47.6K -242 -5%
FHA
507
First Horizon Advisors
Tennessee
$997K +$8.66K +44 +0.9%
MM
508
MQS Management
New York
$993K +$993K +5,049 New
EGM
509
Engineers Gate Manager
New York
$979K +$979K +4,978 New
IAN
510
Integrated Advisors Network
Texas
$978K -$9.05K -46 -0.9%
LRPA
511
L. Roy Papp & Associates
Arizona
$974K -$7.87K -40 -0.8%
HKIMG
512
Hutchens & Kramer Investment Management Group
Indiana
$960K -$6.2K -32 -0.6%
PAG
513
Private Advisor Group
New Jersey
$948K +$11K +56 +1%
IEFM
514
IQ EQ Fund Management
Ireland
$947K -$43.3K -220 -4%
CCMU
515
Cheyne Capital Management (UK)
United Kingdom
$944K – – –
LA
516
LBP AM
France
$943K +$219K +1,111 +30%
PFGIA
517
Patriot Financial Group Insurance Agency
Massachusetts
$933K +$202K +1,025 +28%
LWANC
518
Laurel Wealth Advisors (North Carolina)
North Carolina
$927K +$9.84K +50 +1%
OSAM
519
O'Shaughnessy Asset Management
Connecticut
$918K +$137K +697 +18%
NIMI
520
Natixis Investment Managers International
France
$916K +$30.5K +155 +3%
UOC
521
UBS O'Connor
Illinois
$912K -$2.16M -11,000 -70%
KA
522
Kintegral Advisory
New York
$904K -$590 -3 -0.1%
JDR
523
Jay D. Rosenbaum
$904K +$904K +4,595 New
ESCM
524
Echo Street Capital Management
New York
$899K +$899K +4,569 New
FI
525
Financial Insights
Washington
$897K +$197K +1,089 +28%
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