IQV icon

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 %
SC
526
Shay Capital
New York
$885K +$885K +4,500 New
BFG
527
Beacon Financial Group
Texas
$881K +$18.3K +82 +2%
KCM
528
KLK Capital Management
California
$875K -$31.3K -159 -3%
FRM
529
Fox Run Management
Connecticut
$866K +$866K +4,400 New
LNC
530
Lincoln National Corp
Pennsylvania
$857K -$394 -2 -0%
TI
531
Tidal Investments
Wisconsin
$855K +$251K +1,278 +42%
GS
532
GTS Securities
New York
$852K +$852K +4,332 New
WCA
533
Waratah Capital Advisors
Ontario, Canada
$847K -$7.44M -37,809 -90%
MC
534
Machina Capital
France
$846K +$622K +3,161 +278%
BA
535
Bridgewater Associates
Connecticut
$842K +$46K +234 +6%
QCM
536
QRG Capital Management
Illinois
$841K +$841K +4,276 New
TMAM
537
Tokio Marine Asset Management
Japan
$825K +$66.7K +339 +9%
BMCM
538
Burns Matteson Capital Management
New York
$824K +$27.9K +142 +4%
BC
539
Bowman & Company
Wisconsin
$821K +$160K +813 +24%
UCB
540
United Community Bank
South Carolina
$815K +$8.85K +45 +1%
Point72 Asset Management
541
Point72 Asset Management
Connecticut
$810K +$810K +4,119 New
SSA
542
Schonfeld Strategic Advisors
New York
$801K +$801K +4,072 New
EP
543
Edgestream Partners
New Jersey
$799K +$799K +4,060 New
ECM
544
Endurant Capital Management
California
$776K -$3M -15,223 -79%
CA
545
Continuum Advisory
Idaho
$764K +$197 +1 +0%
Acadian Asset Management
546
Acadian Asset Management
Massachusetts
$746K -$132K -671 -15%
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$742K +$40.7K +207 +6%
CC
548
Chicago Capital
Illinois
$734K -$119K -606 -14%
KFA
549
Kelleher Financial Advisors
New York
$718K – – –
SIA
550
Strategic Investment Advisors
Michigan
$709K +$709K +3,605 New
20 21
22
23 24