IQV icon

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 %
UM
551
UniSuper Management
Australia
$714K +$714K +3,177 New
HCA
552
Harbor Capital Advisors
Illinois
$711K – – –
CAM
553
Congress Asset Management
Massachusetts
$709K -$643K -2,861 -48%
GC
554
Guardian Capital
Ontario, Canada
$702K -$22.3K -99 -3%
JFG
555
Jefferies Financial Group
New York
$701K – – –
OHWP
556
Oak Harbor Wealth Partners
North Carolina
$694K -$19.1K -85 -3%
MAS
557
Meeder Advisory Services
Ohio
$690K -$3.15K -14 -0.5%
TI
558
Tidal Investments
Wisconsin
$689K -$152K -676 -18%
APWM
559
Atlas Private Wealth Management
New York
$686K -$61.8K -275 -8%
VWA
560
V Wealth Advisors
Kansas
$679K – – –
SCA
561
Snowden Capital Advisors
New York
$674K -$43.8K -195 -6%
SCI
562
S&CO Inc
Massachusetts
$674K – – –
FA
563
FDx Advisors
Illinois
$672K +$175K +781 +35%
BIM
564
Baldwin Investment Management
Pennsylvania
$667K -$4.5K -20 -0.7%
YIH
565
Y-Intercept (HK)
Hong Kong
$661K -$949K -4,220 -59%
PA
566
Profund Advisors
Maryland
$653K +$14.8K +66 +2%
CCM
567
Coldstream Capital Management
Washington
$641K -$4.5K -20 -0.7%
AP
568
AtonRa Partners
Switzerland
$639K -$39.3K -175 -6%
GAM
569
Gotham Asset Management
New York
$637K -$949K -4,224 -60%
IIM
570
Intact Investment Management
Quebec, Canada
$629K – – –
GLA
571
Great Lakes Advisors
Illinois
$623K -$11K -49 -2%
MCA
572
Magnolia Capital Advisors
Mississippi
$617K +$225 +1 +0%
BCM
573
Brookstone Capital Management
Illinois
$616K -$98.6K -455 -14%
SB
574
Strategic Blueprint
Georgia
$607K +$61.4K +273 +11%
PTP
575
Platform Technology Partners
New York
$606K +$433 +2 +0.1%
21 22
23
24 25