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887 hedge funds and large institutions have $29.7B invested in IQVIA in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 74

1.61% more ownership

Funds ownership: 86.08%87.69% (+1.6%)

0% more funds holding

Funds holding: 884887 (+3)

3% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 338

16% less capital invested

Capital invested by funds: $35.3B → $29.7B (-$5.65B)

29% less funds holding in top 10

Funds holding in top 10: 3424 (-10)

54% less call options, than puts

Call options by funds: $35.5M | Put options by funds: $77.6M

Holders
887
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.28%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.41%
New
86
Increased
327
Reduced
338
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AWAP
626
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$386K -$14.2K -65 -3%
CCB
627
Cutter & Co Brokerage
Missouri
$385K +$5.48K +25 +1%
OWA
628
Outlook Wealth Advisors
Texas
$385K +$9.86K +45 +2%
DS
629
DRW Securities
Illinois
$383K +$464K +2,117 New
AFM
630
Andesa Financial Management
Pennsylvania
$381K +$184K +838 +67%
JGUA
631
John G. Ullman & Associates
New York
$380K
BB
632
Busey Bank
Illinois
$377K -$11K -50 -2%
NFC
633
Northeast Financial Consultants
Connecticut
$377K
CFM
634
Coronation Fund Managers
South Africa
$374K
LWP
635
Lumature Wealth Partners
Georgia
$369K -$26.3K -120 -6%
KCM
636
KRS Capital Management
Michigan
$364K
RCA
637
Roberts Capital Advisors
Colorado
$362K
IA
638
IFP Advisors
Florida
$358K +$104K +476 +18%
IAA
639
Ironsides Asset Advisors
North Carolina
$355K
SP
640
Symmetry Partners
Connecticut
$354K +$39.9K +182 +10%
ANTB
641
AMG National Trust Bank
Colorado
$351K +$95.7K +437 +29%
HI
642
Horizon Investments
North Carolina
$344K +$64.4K +294 +18%
Acadian Asset Management
643
Acadian Asset Management
Massachusetts
$339K +$408K +1,862 +14,323%
SFI
644
Siemens Fonds Invest
Germany
$335K -$29.8K -136 -7%
MNBTD
645
Moody National Bank Trust Division
Texas
$334K
FRM
646
Fox Run Management
Connecticut
$334K +$404K +1,842 New
FLPIM
647
F.L. Putnam Investment Management
Massachusetts
$328K -$2.85K -13 -0.7%
FMAEN1
648
Fund Management at Engine No 1
California
$325K -$25.6K -117 -6%
S
649
SignatureFD
Georgia
$324K -$70.3K -321 -15%
LJAC
650
L.J. Altfest & Co
New York
$322K +$8.76K +40 +2%

IQV Hedge Fund Activity: Q3 2022 in Review

887 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2022, worth a combined $29.7B — down 16% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IQV positions and 74 closed out — a net gain of 12 holders — while 327 added to existing stakes and 338 trimmed.

The largest buyer was Mitsubishi UFJ Asset Management, adding an estimated $275M. The largest seller was Allianz Asset Management, cutting an estimated $233M.

  • 887 institutional investors held IQVIA (IQV) as of Q3 2022, up from 884 in Q2 2022.
  • Funds reported $29.7B of IQVIA stock for Q3 2022, down 16% quarter-over-quarter.
  • 86 funds opened new IQVIA positions in Q3 2022 and 74 closed out, a net change of +12 holders.
  • The largest IQVIA buyer in Q3 2022 was Mitsubishi UFJ Asset Management, an estimated $275M added.
  • The largest IQVIA seller in Q3 2022 was Allianz Asset Management, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2022.