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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 %
SFA
626
Sequoia Financial Advisors
Ohio
$442K +$83.9K +373 +23%
AA
627
ALPS Advisors
Colorado
$439K +$439K +1,955 New
TSS
628
Two Sigma Securities
New York
$435K +$177K +787 +69%
PWP
629
Principle Wealth Partners
Connecticut
$432K – – –
9WM
630
9258 Wealth Management
Ohio
$424K +$70.6K +314 +20%
QCM
631
Quantinno Capital Management
New York
$424K +$424K +1,888 New
LFAS
632
Level Four Advisory Services
Texas
$418K -$58K -258 -12%
CGL
633
Clarius Group LLC
Washington
$413K +$41.8K +186 +11%
ECG
634
Edge Capital Group
Georgia
$405K -$10.8K -48 -3%
VAS
635
Vestmark Advisory Solutions
Massachusetts
$405K +$39.8K +177 +11%
VFA
636
Valeo Financial Advisors
Indiana
$403K -$53K -236 -12%
AAS
637
Avantax Advisory Services
Texas
$401K +$40.7K +181 +11%
EST
638
EA Series Trust
Pennsylvania
$401K +$401K +1,782 New
EF
639
Empowered Funds
Pennsylvania
$401K +$401K +1,782 New
EAMA
640
EFG Asset Management (Americas)
Florida
$390K -$42.5K -189 -10%
ECI
641
EFG Capital International
Florida
$390K +$390K +1,735 New
LJAC
642
L.J. Altfest & Co
New York
$388K -$6.29K -28 -2%
PMG
643
ProVise Management Group
Florida
$378K -$16.2K -72 -4%
ATPW
644
Ashton Thomas Private Wealth
Arizona
$373K +$68.8K +306 +23%
OL
645
Optas LLC
Texas
$368K +$17.5K +78 +5%
MFG
646
MidWestOne Financial Group
Iowa
$367K +$32.4K +144 +10%
LWM
647
Lyell Wealth Management
California
$367K -$460K -2,046 -56%
AWM
648
Ameliora Wealth Management
Switzerland
$366K -$328K -1,460 -47%
PWPS
649
Pinnacle Wealth Planning Services
Ohio
$364K +$67.4K +300 +23%
CCA
650
Checchi Capital Advisers
California
$364K -$22.9K -102 -6%
24 25
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