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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 %
LNWWM
576
Laird Norton Wetherby Wealth Management
California
$597K -$1.35K -6 -0.2%
APC
577
Aspire Private Capital
North Carolina
$596K +$1.35K +6 +0.2%
AFM
578
Armstrong Fleming & Moore
District of Columbia
$595K +$595K +2,647 New
BO
579
Bank OZK
Arkansas
$593K -$628K -2,796 -51%
WF
580
Welch & Forbes
Massachusetts
$592K +$7.42K +33 +1%
PSP
581
Principal Street Partners
Tennessee
$590K +$37.8K +168 +7%
CA
582
Cetera Advisors
Colorado
$589K -$97.8K -435 -14%
HFS
583
Hantz Financial Services
Michigan
$571K -$359K -1,599 -39%
UH
584
Unigestion Holding
Switzerland
$569K -$93.2K -421 -14%
UCFA
585
United Capital Financial Advisors
Texas
$567K -$70.3K -313 -11%
PGFC
586
Peapack-Gladstone Financial Corp
New Jersey
$564K +$564K +2,509 New
MWM
587
Meridian Wealth Management
Kentucky
$556K -$899 -4 -0.2%
C1AG
588
Client 1st Advisory Group
Florida
$555K -$233K -1,036 -30%
HI
589
Horizon Investments
North Carolina
$553K +$48.8K +217 +10%
JRP
590
Jasper Ridge Partners
California
$553K – – –
SOS
591
Silver Oak Securities
Tennessee
$552K +$552K +2,457 New
IWC
592
Integrated Wealth Concepts
Massachusetts
$546K -$11.9K -53 -2%
FMAEN1
593
Fund Management at Engine No 1
California
$543K +$37.3K +166 +7%
LWP
594
Lumature Wealth Partners
Georgia
$527K +$45.2K +201 +9%
P
595
Pitcairn
Pennsylvania
$524K +$899 +4 +0.2%
MOS
596
MGO One Seven
Ohio
$524K +$25.4K +113 +5%
BRC
597
Bishop Rock Capital
New York
$521K -$708K -3,151 -58%
GF
598
Gabelli Funds
New York
$515K -$2.25K -10 -0.4%
Lido Advisors
599
Lido Advisors
California
$514K -$28.6K -127 -5%
SP
600
Symmetry Partners
Connecticut
$504K – – –
22 23
24
25 26