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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 %
S
626
SignatureFD
Georgia
$434K +$590 +3 +0.1%
VC
627
Veracity Capital
Georgia
$433K +$3.35K +17 +0.8%
TAM
628
Trust Asset Management
Texas
$432K – – –
GLR
629
Great Lakes Retirement
Ohio
$432K +$432K +2,194 New
MCA
630
MSH Capital Advisors
Arizona
$429K -$5.12K -26 -1%
FA
631
FDx Advisors
Illinois
$428K -$160K -814 -27%
RG
632
Rathbones Group
United Kingdom
$425K +$425K +2,160 New
IAA
633
Ironsides Asset Advisors
North Carolina
$422K – – –
9WM
634
9258 Wealth Management
Ohio
$422K +$50.6K +257 +14%
UCFA
635
United Capital Financial Advisors
Texas
$422K -$74.6K -379 -15%
GF
636
Gabelli Funds
New York
$419K -$31.5K -160 -7%
HT
637
Headlands Technologies
Illinois
$419K +$419K +2,130 New
AIP
638
Ameritas Investment Partners
Nebraska
$416K -$25.4K -129 -6%
MFG
639
MidWestOne Financial Group
Iowa
$415K +$93.9K +477 +29%
TFA
640
Tranquilli Financial Advisor
New Jersey
$414K +$11.2K +57 +3%
JGUA
641
John G. Ullman & Associates
New York
$413K – – –
Credit Agricole
642
Credit Agricole
France
$413K +$413K +2,100 New
CCB
643
Cutter & Co Brokerage
Missouri
$413K – – –
BB
644
Busey Bank
Illinois
$409K -$1.38K -7 -0.3%
NFC
645
Northeast Financial Consultants
Connecticut
$409K – – –
RCG
646
Regatta Capital Group
California
$405K +$10.6K +54 +3%
MNBTD
647
Moody National Bank Trust Division
Texas
$405K -$8.85K -45 -2%
MAP
648
Moody Aldrich Partners
Massachusetts
$405K +$405K +2,049 New
OL
649
Optas LLC
Texas
$403K +$80.9K +411 +25%
AWAP
650
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$401K +$1.57K +8 +0.4%
24 25
26
27 28