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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
UCB
526
United Community Bank
South Carolina
$734K +$77.8K +355 +10%
Fifth Third Bancorp
527
Fifth Third Bancorp
Ohio
$728K +$157K +715 +22%
PFGIA
528
Patriot Financial Group Insurance Agency
Massachusetts
$723K +$30.7K +140 +4%
BC
529
Bridgefront Capital
Texas
$716K +$866K +3,954 New
LOIM
530
Liberty One Investment Management
Illinois
$714K -$259K -1,181 -23%
BMCM
531
Burns Matteson Capital Management
New York
$714K +$29.6K +135 +4%
LRPA
532
L. Roy Papp & Associates
Arizona
$712K +$7.01K +32 +0.8%
NIM
533
NuWave Investment Management
New Jersey
$708K +$857K +3,911 New
BCM
534
Brookstone Capital Management
Illinois
$704K -$97K -443 -10%
BRWA
535
B. Riley Wealth Advisors
Florida
$702K +$60.7K +277 +8%
LWM
536
Lyell Wealth Management
California
$700K +$186K +851 +28%
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$698K -$20.6K -94 -2%
GCC
538
Guardian Capital (Canada)
Ontario, Canada
$674K -$8.32K -38 -1%
CA
539
Continuum Advisory
Idaho
$668K +$219 +1 +0%
DCM
540
Dimension Capital Management
Florida
$667K -$3.72K -17 -0.5%
SCA
541
Snowden Capital Advisors
New York
$650K -$87K -397 -10%
AWS
542
Atria Wealth Solutions
New York
$648K -$5.7K -26 -0.7%
IWA
543
IVC Wealth Advisors
Pennsylvania
$646K
LNC
544
Lincoln National Corp
Pennsylvania
$641K +$7.01K +32 +0.9%
MAM
545
Meeder Asset Management
Ohio
$640K +$43.6K +199 +6%
C1AG
546
Client 1st Advisory Group
Florida
$635K +$94.2K +430 +14%
BCM
547
Bayesian Capital Management
New York
$634K -$1.38M -6,300 -64%
Pacer Advisors
548
Pacer Advisors
Pennsylvania
$632K +$19.3K +88 +3%
PP
549
Prudential plc
United Kingdom
$629K +$99.2K +453 +15%
UCFA
550
United Capital Financial Advisors
Texas
$627K +$353K +1,613 +87%

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.