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IQVIA
IQV

Overview Fund Activity

936 hedge funds and large institutions have $32.2B invested in IQVIA in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 355 increasing their positions, 347 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
936
Holders Change
+11
Holders Change %
+1.19%
% of All Funds
14.92%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
98
Increased
355
Reduced
347
Closed
71
Calls
$60.8M
Puts
$67.9M
Net Calls
-$7.06M
Net Calls Change
+$6.97M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$1.24B
2
ATN
AMF Tjänstepension
Sweden
+$148M
3
EAM
Eagle Asset Management
Florida
+$103M
4
DZ Bank
DZ Bank
Germany
+$55.4M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$51.5M

Top Sellers

1
LAM
L2 Asset Management
Massachusetts
-$1.56B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$247M
3
FCM
Farallon Capital Management
California
-$217M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$210M
5
BlackRock
BlackRock
New York
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSP
601
Principal Street Partners
Tennessee
$511K -$5.51K -28 -1%
HFS
602
Hantz Financial Services
Michigan
$508K +$7.88K +40 +2%
SCM
603
Stevens Capital Management
Pennsylvania
$506K +$506K +2,572 New
FI
604
Fosun International
China
$502K +$502K +2,550 New
MYAM
605
Meiji Yasuda Asset Management
Japan
$497K -$149K -756 -23%
LNWWM
606
Laird Norton Wetherby Wealth Management
California
$496K -$26.6K -135 -5%
Lido Advisors
607
Lido Advisors
California
$496K +$46.6K +237 +10%
AHC
608
Adell Harriman & Carpenter
Texas
$496K -$515K -2,615 -51%
DA
609
Duality Advisers
Florida
$491K +$491K +2,497 New
IWC
610
Integrated Wealth Concepts
Massachusetts
$486K +$8.26K +42 +2%
C1AG
611
Client 1st Advisory Group
Florida
$486K – – –
HI
612
Horizon Investments
North Carolina
$484K -$197 -1 -0%
JRP
613
Jasper Ridge Partners
California
$484K – – –
P
614
Pitcairn
Pennsylvania
$481K +$22.8K +116 +5%
MCA
615
Magnolia Capital Advisors
Mississippi
$481K -$5.67K -32 -1%
MWM
616
Meridian Wealth Management
Kentucky
$479K -$7.87K -40 -2%
PMG
617
ProVise Management Group
Florida
$478K +$147K +749 +45%
AP
618
AtonRa Partners
Switzerland
$472K -$87K -442 -16%
WPW
619
Waldron Private Wealth
Pennsylvania
$464K +$185K +939 +66%
BC
620
Bridgefront Capital
Texas
$462K +$462K +2,350 New
VCM
621
Virtue Capital Management
Tennessee
$459K – – –
BPA
622
Beacon Pointe Advisors
California
$450K +$218K +1,107 +94%
AA
623
ALPS Advisors
Colorado
$448K +$63.7K +324 +17%
SP
624
Symmetry Partners
Connecticut
$442K – – –
EF
625
Empowered Funds
Pennsylvania
$438K +$87.4K +444 +25%
23 24
25
26 27