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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 %
AIP
601
Ameritas Investment Partners
Nebraska
$504K – – –
CI
602
Cigna Investments
Connecticut
$503K – – –
TRCT
603
Tower Research Capital (TRC)
New York
$501K -$351K -1,560 -41%
MCA
604
MSH Capital Advisors
Arizona
$496K +$6.97K +31 +1%
S
605
SignatureFD
Georgia
$495K +$48.1K +214 +11%
TAM
606
Trust Asset Management
Texas
$493K – – –
VC
607
Veracity Capital
Georgia
$491K +$9.44K +42 +2%
II
608
Inspire Investing
Idaho
$484K -$28.5K -127 -6%
IAA
609
Ironsides Asset Advisors
North Carolina
$482K – – –
GVAG
610
Great Valley Advisor Group
Delaware
$474K +$18.7K +83 +4%
MNBTD
611
Moody National Bank Trust Division
Texas
$473K – – –
JGUA
612
John G. Ullman & Associates
New York
$472K – – –
PCM
613
Penserra Capital Management
California
$472K +$254K +1,134 +117%
CCB
614
Cutter & Co Brokerage
Missouri
$472K – – –
BB
615
Busey Bank
Illinois
$469K +$1.57K +7 +0.3%
NFC
616
Northeast Financial Consultants
Connecticut
$468K – – –
CCIA
617
Campbell & Co Investment Adviser
Maryland
$463K +$148K +659 +47%
AWM
618
Apollon Wealth Management
South Carolina
$462K -$23.8K -106 -5%
TFA
619
Tranquilli Financial Advisor
New Jersey
$460K -$4.72K -21 -1%
VCM
620
Virtue Capital Management
Tennessee
$459K +$27.8K +126 +6%
AWAP
621
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$456K – – –
V
622
Veritable
Delaware
$453K -$170K -755 -27%
RCG
623
Regatta Capital Group
California
$451K +$6.29K +28 +1%
KCM
624
KRS Capital Management
Michigan
$447K – – –
SAM
625
Simplify Asset Management
Nevada
$445K -$1.36M -6,043 -75%
23 24
25
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