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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 %
MCA
626
MSH Capital Advisors
Arizona
$354K +$354K +1,632 New
HI
627
Horizon Investments
North Carolina
$348K -$33.4K -154 -9%
MOS
628
MGO One Seven
Ohio
$340K -$61.5K -283 -15%
CGL
629
Clarius Group LLC
Washington
$336K +$4.55K +21 +1%
9WM
630
9258 Wealth Management
Ohio
$332K +$33.9K +156 +11%
GIA
631
Gladstone Institutional Advisory
Florida
$330K -$4.33K -20 -1%
ATPW
632
Ashton Thomas Private Wealth
Arizona
$328K -$537K -2,475 -62%
AWM
633
Angeles Wealth Management
California
$325K – – –
SYBT
634
Stock Yards Bank & Trust
Kentucky
$325K +$325K +1,495 New
TFA
635
Tranquilli Financial Advisor
New Jersey
$324K +$39.7K +183 +14%
BBNA
636
Bremer Bank National Association
Minnesota
$321K -$1.74K -8 -0.5%
NRW
637
Nova R Wealth
Kansas
$321K -$433 -2 -0.1%
ZB
638
Zions Bancorporation
Utah
$321K +$13.7K +63 +4%
ACM
639
Allred Capital Management
Texas
$317K +$866 +4 +0.3%
PWS
640
Precision Wealth Strategies
Missouri
$311K +$13.1K +62 +4%
IA
641
IFP Advisors
Florida
$310K – – –
AAS
642
Avantax Advisory Services
Texas
$308K +$13.7K +63 +5%
SS
643
Simplicity Solutions
Minnesota
$307K +$94.2K +435 +44%
CWS
644
Cypress Wealth Services
California
$305K +$7.59K +35 +3%
HIA
645
Harbor Investment Advisory
Maryland
$305K +$125K +578 +70%
DAS
646
Dynamic Advisor Solutions
Arizona
$304K +$26K +120 +9%
BL
647
Balentine LLC
Georgia
$304K +$35.2K +162 +13%
EFSCE
648
Enterprise Financial Services Corp (EFSC)
Missouri
$300K +$20.8K +96 +7%
GDP
649
Great Diamond Partners
Maine
$297K -$14.3K -66 -5%
OWA
650
One Wealth Advisors
California
$297K -$869 -4 -0.3%
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