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IQVIA
IQV

Overview Fund Activity

881 hedge funds and large institutions have $35.3B invested in IQVIA in 2022 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 329 increasing their positions, 343 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
881
Holders Change
-11
Holders Change %
-1.23%
% of All Funds
14.9%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.57%
New
85
Increased
329
Reduced
343
Closed
84
Calls
$74.5M
Puts
$73.6M
Net Calls
+$925K
Net Calls Change
+$29.3M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$248M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$183M
3
Morgan Stanley
Morgan Stanley
New York
+$179M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$157M
5
Millennium Management
Millennium Management
New York
+$148M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$457M
2
TP
Third Point
New York
-$254M
3
Goldman Sachs
Goldman Sachs
New York
-$174M
4
Invesco
Invesco
Georgia
-$145M
5
Two Sigma Investments
Two Sigma Investments
New York
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
601
Wedmont Private Capital
Pennsylvania
$435K +$90.8K +418 +26%
RCA
602
Roberts Capital Advisors
Colorado
$434K – – –
ACM
603
AlphaCrest Capital Management
New York
$433K -$927K -4,271 -68%
TAM
604
Trust Asset Management
Texas
$433K +$23K +106 +6%
RFA
605
Resurgent Financial Advisors
Georgia
$431K +$27.8K +128 +7%
SFI
606
Siemens Fonds Invest
Germany
$430K -$3.47K -16 -0.8%
IAA
607
Ironsides Asset Advisors
North Carolina
$425K – – –
RCG
608
Regatta Capital Group
California
$421K -$18K -83 -4%
PWP
609
Principle Wealth Partners
Connecticut
$417K – – –
FMAEN1
610
Fund Management at Engine No 1
California
$415K +$64.1K +295 +18%
UCFA
611
United Capital Financial Advisors
Texas
$401K +$31.2K +144 +8%
MNBTD
612
Moody National Bank Trust Division
Texas
$400K +$400K +1,845 New
KOCAA
613
Knights of Columbus Asset Advisors
Connecticut
$398K -$7.82K -36 -2%
FLPIM
614
F.L. Putnam Investment Management
Massachusetts
$395K -$217 -1 -0.1%
II
615
Inspire Investing
Idaho
$394K -$28K -129 -7%
SAM
616
Simplify Asset Management
Nevada
$394K +$78.8K +363 +25%
SP
617
Symmetry Partners
Connecticut
$385K – – –
LJAC
618
L.J. Altfest & Co
New York
$377K +$377K +1,739 New
ARC
619
Advisor Resource Council
Texas
$377K +$377K +1,739 New
FWIA
620
Fort Washington Investment Advisors
Ohio
$376K – – –
SIM
621
Stratos Investment Management
Ohio
$376K – – –
FMLI
622
Fukoku Mutual Life Insurance
Japan
$375K +$108K +500 +41%
VWA
623
V Wealth Advisors
Kansas
$373K – – –
EAMA
624
EFG Asset Management (Americas)
Florida
$371K -$78.1K -360 -17%
ANTB
625
AMG National Trust Bank
Colorado
$360K -$51.8K -216 -13%
23 24
25
26 27