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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
NIMI
551
Natixis Investment Managers International
France
$620K -$223K -1,017 -23%
GTAM
552
Global Trust Asset Management
Florida
$613K -$9.86K -45 -1%
FPA
553
First Pacific Advisors
California
$613K
HI
554
Humankind Investments
New York
$609K +$11.4K +52 +2%
RCM
555
Ratan Capital Management
Florida
$605K -$110K -500 -13%
TI
556
Tidal Investments
Wisconsin
$602K +$24.5K +112 +3%
APWM
557
Atlas Private Wealth Management
New York
$595K -$30.7K -140 -4%
KFA
558
Kelleher Financial Advisors
New York
$594K -$847K -3,866 -54%
FB
559
Fulton Bank
Pennsylvania
$591K +$34K +155 +5%
BA
560
Bridgewater Associates
Connecticut
$586K -$3.01M -13,742 -81%
CCM
561
Cinctive Capital Management
New York
$580K -$3.98M -18,160 -85%
GLA
562
Great Lakes Advisors
Illinois
$565K -$1.97K -9 -0.3%
GT
563
Greenleaf Trust
Michigan
$565K -$219 -1 -0%
SAM
564
Strategy Asset Managers
California
$557K +$17.7K +81 +3%
CC
565
Centiva Capital
New York
$557K +$674K +3,076 New
AIM
566
Aigen Investment Management
New York
$556K +$673K +3,072 New
MC
567
Maverick Capital
Texas
$553K -$12.7K -58 -2%
PSP
568
Principal Street Partners
Tennessee
$553K +$7.89K +36 +1%
KF
569
Krilogy Financial
Missouri
$551K -$10.3K -47 -2%
AWM
570
Avitas Wealth Management
California
$548K +$5.26K +24 +0.8%
NL
571
NVWM LLC
Pennsylvania
$543K -$2.41K -11 -0.4%
SCI
572
S&CO Inc
Massachusetts
$543K
EMG
573
ETF Managers Group
New Jersey
$537K +$24.8K +113 +4%
TMAM
574
Tokio Marine Asset Management
Japan
$537K +$63.5K +290 +11%
TI
575
Trexquant Investment
Connecticut
$536K +$649K +2,961 New

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.