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 %
BRWA
551
B. Riley Wealth Advisors
Florida
$702K +$11K +56 +2%
OAM
552
Ostrum Asset Management
France
$699K +$451K +2,294 +182%
LOIM
553
Liberty One Investment Management
Illinois
$699K -$13.2K -67 -2%
KOCAA
554
Knights of Columbus Asset Advisors
Connecticut
$698K +$29.3K +149 +4%
IWA
555
IVC Wealth Advisors
Pennsylvania
$694K -$4.92K -25 -0.7%
AAM
556
Advisors Asset Management
Colorado
$694K +$66.7K +339 +11%
FB
557
Fulton Bank
Pennsylvania
$681K +$19.7K +100 +3%
OWA
558
Outlook Wealth Advisors
Texas
$679K +$16.7K +85 +3%
FT
559
Fiduciary Trust
Massachusetts
$677K -$61.6K -313 -8%
RCM
560
Ratan Capital Management
Florida
$658K – – –
OHWP
561
Oak Harbor Wealth Partners
North Carolina
$651K +$43.9K +223 +7%
BFM
562
Boothbay Fund Management
New York
$648K -$5.85M -29,749 -90%
PWM
563
Perigon Wealth Management
California
$647K -$23.2K -118 -3%
BOM
564
Bank of Marin
California
$645K -$40.9K -208 -6%
FFA
565
First Foundation Advisors
California
$643K -$59.2K -301 -8%
GTAM
566
Global Trust Asset Management
Florida
$638K -$26.6K -135 -4%
D.E. Shaw & Co
567
D.E. Shaw & Co
New York
$630K -$39.4K -200 -6%
HCA
568
Harbor Capital Advisors
Illinois
$623K – – –
CW
569
CreativeOne Wealth
Kansas
$620K -$331K -1,680 -35%
CAM
570
Congress Asset Management
Massachusetts
$620K -$984 -5 -0.2%
VFA
571
Valeo Financial Advisors
Indiana
$613K +$260K +1,323 +74%
GT
572
Greenleaf Trust
Michigan
$609K -$21.1K -107 -3%
MAS
573
Meeder Advisory Services
Ohio
$604K -$394 -2 -0.1%
GC
574
Guardian Capital
Ontario, Canada
$603K -$11.6K -59 -2%
MOS
575
MGO One Seven
Ohio
$603K +$144K +734 +31%
21 22
23
24 25