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IQVIA
IQV

Overview Fund Activity

884 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, 326 increasing their positions, 336 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
884
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.29%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.42%
New
86
Increased
326
Reduced
336
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M

Top Buyers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$228M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$187M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$156M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$83.5M
5
Marshall Wace
Marshall Wace
United Kingdom
+$64.4M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$193M
2
Citadel Advisors
Citadel Advisors
Florida
-$160M
3
Millennium Management
Millennium Management
New York
-$114M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$84.7M
5
LP
Longview Partners
Guernsey
-$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
526
Fifth Third Bancorp
Ohio
$728K +$129K +715 +22%
PFGIA
527
Patriot Financial Group Insurance Agency
Massachusetts
$723K +$25.3K +140 +4%
BC
528
Bridgefront Capital
Texas
$716K +$716K +3,954 New
LOIM
529
Liberty One Investment Management
Illinois
$714K -$214K -1,181 -23%
BMCM
530
Burns Matteson Capital Management
New York
$714K +$24.5K +135 +4%
LRPA
531
L. Roy Papp & Associates
Arizona
$712K +$5.8K +32 +0.8%
NIM
532
NuWave Investment Management
New Jersey
$708K +$708K +3,911 New
BCM
533
Brookstone Capital Management
Illinois
$704K -$76.2K -443 -10%
BRWA
534
B. Riley Wealth Advisors
Florida
$702K +$50.2K +277 +8%
LWM
535
Lyell Wealth Management
California
$700K +$154K +851 +28%
Carson Wealth (CWM LLC)
536
Carson Wealth (CWM LLC)
Nebraska
$698K -$17K -94 -2%
GC
537
Guardian Capital
Ontario, Canada
$674K -$6.89K -38 -1%
CA
538
Continuum Advisory
Idaho
$668K +$181 +1 +0%
DCM
539
Dimension Capital Management
Florida
$667K -$3.08K -17 -0.5%
SCA
540
Snowden Capital Advisors
New York
$650K -$71.9K -397 -10%
AWS
541
Atria Wealth Solutions
New York
$648K -$4.71K -26 -0.7%
IWA
542
IVC Wealth Advisors
Pennsylvania
$646K – – –
LNC
543
Lincoln National Corp
Pennsylvania
$641K +$5.8K +32 +0.9%
MAM
544
Meeder Asset Management
Ohio
$640K +$36K +199 +6%
C1AG
545
Client 1st Advisory Group
Florida
$635K +$77.9K +430 +14%
BCM
546
Bayesian Capital Management
New York
$634K -$1.14M -6,300 -64%
Pacer Advisors
547
Pacer Advisors
Pennsylvania
$632K +$16K +88 +3%
PP
548
Prudential plc
United Kingdom
$629K +$82K +453 +15%
UCFA
549
United Capital Financial Advisors
Texas
$627K +$292K +1,613 +87%
NIMI
550
Natixis Investment Managers International
France
$620K -$184K -1,017 -23%
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