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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 %
LA
526
LBP AM
France
$827K -$1.51M -6,706 -65%
KFA
527
Kelleher Financial Advisors
New York
$820K – – –
LOIM
528
Liberty One Investment Management
Illinois
$813K -$24.3K -108 -3%
GT
529
Glenmede Trust
Pennsylvania
$810K – – –
FFA
530
First Foundation Advisors
California
$803K -$219K -973 -21%
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$802K +$185K +824 +30%
IWA
532
IVC Wealth Advisors
Pennsylvania
$798K -$3.15K -14 -0.4%
RDWM
533
Red Door Wealth Management
Tennessee
$791K +$791K +3,520 New
BRWA
534
B. Riley Wealth Advisors
Florida
$789K -$241K -1,074 -23%
BOM
535
Bank of Marin
California
$784K +$2.47K +11 +0.3%
PWM
536
Perigon Wealth Management
California
$766K +$110K +488 +17%
D.E. Shaw & Co
537
D.E. Shaw & Co
New York
$764K -$37.8M -168,224 -98%
KOCAA
538
Knights of Columbus Asset Advisors
Connecticut
$764K +$452K +2,010 +145%
FPA
539
First Pacific Advisors
California
$761K – – –
GTAM
540
Global Trust Asset Management
Florida
$759K – – –
OWA
541
Outlook Wealth Advisors
Texas
$757K +$247K +1,097 +48%
FB
542
Fulton Bank
Pennsylvania
$755K -$3.82K -17 -0.5%
BC
543
Bowman & Company
Wisconsin
$755K +$17.8K +79 +2%
RCM
544
Ratan Capital Management
Florida
$751K – – –
MYAM
545
Meiji Yasuda Asset Management
Japan
$738K – – –
BIM
546
Bridges Investment Management
Nebraska
$731K -$2.62M -11,657 -78%
NPT
547
Nixon Peabody Trust
Massachusetts
$726K +$726K +3,231 New
GT
548
Greenleaf Trust
Michigan
$720K +$59.3K +264 +9%
BP
549
Ballentine Partners
Massachusetts
$719K +$471K +2,096 +190%
AAM
550
Advisors Asset Management
Colorado
$716K -$545K -2,424 -43%
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