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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 %
PTP
551
Platform Technology Partners
New York
$608K -$50.6K -233 -8%
MGP
552
Metis Global Partners
California
$608K -$47.8K -220 -7%
WF
553
Welch & Forbes
Massachusetts
$608K – – –
AP
554
Advisor Partners
California
$608K +$99.5K +458 +20%
Jacobs Levy Equity Management
555
Jacobs Levy Equity Management
New Jersey
$607K +$607K +2,796 New
ARI
556
Applied Research Investments
Delaware
$599K +$599K +2,762 New
FA
557
FDx Advisors
Illinois
$590K +$16.1K +74 +3%
IWC
558
Integrated Wealth Concepts
Massachusetts
$581K -$14.3K -66 -2%
TMAM
559
Tokio Marine Asset Management
Japan
$581K +$66.2K +305 +13%
BC
560
Bowman & Company
Wisconsin
$565K +$31.3K +144 +6%
PAS
561
Park Avenue Securities
New York
$564K -$71.5K -329 -11%
SIC
562
Salem Investment Counselors
North Carolina
$564K -$1.52K -7 -0.3%
TF
563
Trek Financial
Arizona
$557K -$134K -617 -19%
PMG
564
ProVise Management Group
Florida
$557K -$57K -263 -9%
PWM
565
Perigon Wealth Management
California
$545K +$4.55K +21 +0.8%
MCA
566
Magnolia Capital Advisors
Mississippi
$535K -$37.1K -171 -6%
JRP
567
Jasper Ridge Partners
California
$534K – – –
LNWWM
568
Laird Norton Wetherby Wealth Management
California
$534K +$8.68K +40 +2%
E
569
Ergoteles
New York
$527K -$490K -2,261 -48%
VCM
570
Virtue Capital Management
Tennessee
$527K -$30.8K -142 -6%
CI
571
Cigna Investments
Connecticut
$524K -$205K -946 -28%
HAG
572
HighPoint Advisor Group
Illinois
$519K +$519K +2,402 New
GCP
573
GSA Capital Partners
United Kingdom
$517K +$517K +2,383 New
PCIG
574
Partners Capital Investment Group
Massachusetts
$515K – – –
AIP
575
Ameritas Investment Partners
Nebraska
$514K -$29.3K -135 -5%
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