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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 %
FPA
526
First Pacific Advisors
California
$735K – – –
AI
527
AdvisorShares Investments
Maryland
$725K +$725K +3,340 New
MAM
528
Meeder Asset Management
Ohio
$724K +$162K +744 +29%
HI
529
Humankind Investments
New York
$718K -$260K -1,197 -27%
Fifth Third Bancorp
530
Fifth Third Bancorp
Ohio
$717K +$238K +1,097 +50%
TI
531
Tidal Investments
Wisconsin
$697K -$28.6K -132 -4%
GLA
532
Great Lakes Advisors
Illinois
$679K +$1.95K +9 +0.3%
GT
533
Greenleaf Trust
Michigan
$677K +$18.7K +86 +3%
MC
534
Maverick Capital
Texas
$675K +$78.2K +360 +13%
FB
535
Fulton Bank
Pennsylvania
$674K -$14.1K -65 -2%
KF
536
Krilogy Financial
Missouri
$670K -$58.4K -269 -8%
C1AG
537
Client 1st Advisory Group
Florida
$668K +$20K +92 +3%
RC
538
RegentAtlantic Capital
New Jersey
$659K +$113K +520 +21%
PP
539
Prudential plc
United Kingdom
$656K -$39.7K -183 -6%
PSP
540
Principal Street Partners
Tennessee
$654K -$81.4K -375 -11%
LWM
541
Lyell Wealth Management
California
$654K +$45.2K +208 +7%
NL
542
NVWM LLC
Pennsylvania
$652K – – –
AWM
543
Avitas Wealth Management
California
$652K +$162K +746 +33%
ACM
544
Aquatic Capital Management
Illinois
$651K +$651K +3,000 New
SAM
545
Strategy Asset Managers
California
$650K -$7.16K -33 -1%
SCI
546
S&CO Inc
Massachusetts
$650K – – –
CCM
547
Coldstream Capital Management
Washington
$648K +$99.8K +460 +18%
IIM
548
Intact Investment Management
Quebec, Canada
$629K -$152K -700 -19%
Lido Advisors
549
Lido Advisors
California
$626K +$37.3K +172 +6%
EMG
550
ETF Managers Group
New Jersey
$610K +$610K +2,850 New
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