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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
V
576
Veritable
Delaware
$526K -$289K -1,320 -31%
CWM
577
CIBC World Markets
New York
$513K -$2.27M -10,384 -79%
CIBC World Market
578
CIBC World Market
Ontario, Canada
$509K +$333K +1,518 +117%
PTP
579
Platform Technology Partners
New York
$507K
WF
580
Welch & Forbes
Massachusetts
$507K
PAS
581
Park Avenue Securities
New York
$507K +$44.7K +204 +8%
MGP
582
Metis Global Partners
California
$506K -$876 -4 -0.1%
API
583
Advisor Partners II
California
$499K +$603K +2,753 New
RWM
584
Ritholtz Wealth Management
New York
$498K +$602K +2,749 New
CAC
585
Cowen and Company
New York
$492K +$595K +2,717 New
BC
586
Bowman & Company
Wisconsin
$487K +$18.4K +84 +3%
Lido Advisors
587
Lido Advisors
California
$485K -$45.3K -207 -7%
SCP
588
Stamos Capital Partners
California
$485K +$140K +640 +31%
Wealthfront Advisers
589
Wealthfront Advisers
California
$483K -$214K -975 -27%
SAM
590
Simplify Asset Management
Nevada
$478K +$181K +825 +45%
IIM
591
Intact Investment Management
Quebec, Canada
$471K -$65.7K -300 -10%
PMG
592
ProVise Management Group
Florida
$458K -$8.54K -39 -2%
IWC
593
Integrated Wealth Concepts
Massachusetts
$453K -$39.2K -179 -7%
SB
594
Strategic Blueprint
Georgia
$451K +$28.9K +132 +6%
AA
595
ALPS Advisors
Colorado
$451K +$545K +2,489 New
PG
596
Pendal Group
Australia
$447K +$541K +2,468 New
JRP
597
Jasper Ridge Partners
California
$445K
RCG
598
Regatta Capital Group
California
$445K +$23.7K +108 +6%
MCA
599
Magnolia Capital Advisors
Mississippi
$439K -$9.64K -44 -2%
LNWWM
600
Laird Norton Wetherby Wealth Management
California
$439K -$7.45K -34 -1%

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.