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IQVIA
IQV

Overview Fund Activity

884 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, 326 increasing their positions, 336 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
884
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.29%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.42%
New
86
Increased
326
Reduced
336
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M

Top Buyers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$228M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$187M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$156M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$83.5M
5
Marshall Wace
Marshall Wace
United Kingdom
+$64.4M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$193M
2
Citadel Advisors
Citadel Advisors
Florida
-$160M
3
Millennium Management
Millennium Management
New York
-$114M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$84.7M
5
LP
Longview Partners
Guernsey
-$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
576
CIBC World Markets
New York
$513K -$1.88M -10,384 -79%
CIBC World Market
577
CIBC World Market
Ontario, Canada
$509K +$275K +1,518 +117%
WF
578
Welch & Forbes
Massachusetts
$507K – – –
PTP
579
Platform Technology Partners
New York
$507K – – –
PAS
580
Park Avenue Securities
New York
$507K +$36.9K +204 +8%
MGP
581
Metis Global Partners
California
$506K -$724 -4 -0.1%
API
582
Advisor Partners II
California
$499K +$499K +2,753 New
RWM
583
Ritholtz Wealth Management
New York
$498K +$498K +2,749 New
CAC
584
Cowen and Company
New York
$492K +$492K +2,717 New
BC
585
Bowman & Company
Wisconsin
$487K +$15.2K +84 +3%
Lido Advisors
586
Lido Advisors
California
$485K -$37.5K -207 -7%
SCP
587
Stamos Capital Partners
California
$485K +$116K +640 +31%
Wealthfront Advisers
588
Wealthfront Advisers
California
$483K -$176K -975 -27%
SAM
589
Simplify Asset Management
Nevada
$478K +$149K +825 +45%
IIM
590
Intact Investment Management
Quebec, Canada
$471K -$54.3K -300 -10%
PMG
591
ProVise Management Group
Florida
$458K -$7.06K -39 -2%
IWC
592
Integrated Wealth Concepts
Massachusetts
$453K -$32.4K -179 -7%
SB
593
Strategic Blueprint
Georgia
$451K +$23.9K +132 +6%
AA
594
ALPS Advisors
Colorado
$451K +$451K +2,489 New
PG
595
Pendal Group
Australia
$447K +$447K +2,468 New
JRP
596
Jasper Ridge Partners
California
$445K – – –
RCG
597
Regatta Capital Group
California
$445K +$23.5K +108 +6%
MCA
598
Magnolia Capital Advisors
Mississippi
$439K -$7.97K -44 -2%
LNWWM
599
Laird Norton Wetherby Wealth Management
California
$439K -$6.15K -34 -1%
OHWP
600
Oak Harbor Wealth Partners
North Carolina
$439K +$29.3K +162 +7%
22 23
24
25 26