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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 %
SCF
651
Sante Capital Fund
Texas
$290K -$275K -1,266 -49%
SIM
652
Sentry Investment Management
Wisconsin
$288K -$56.1K -259 -16%
KFC
653
Klingenstein Fields & Co
New York
$287K – – –
AWP
654
Accretive Wealth Partners
New Jersey
$284K – – –
GPWA
655
Great Point Wealth Advisors
Massachusetts
$283K – – –
CIBC World Market
656
CIBC World Market
Ontario, Canada
$281K +$7.82K +36 +3%
AWA
657
Arkadios Wealth Advisors
Georgia
$279K -$19.8K -91 -7%
S
658
Seeyond
France
$277K -$5.64K -26 -2%
WPW
659
Waldron Private Wealth
Pennsylvania
$276K -$24.7K -114 -8%
IAA
660
Independent Advisor Alliance
North Carolina
$275K +$3.04K +14 +1%
Tudor Investment Corp
661
Tudor Investment Corp
Connecticut
$274K -$4.44M -20,479 -94%
AWM
662
Aprio Wealth Management
Georgia
$272K -$41.9K -193 -13%
AFM
663
Andesa Financial Management
Pennsylvania
$272K +$5.85K +27 +2%
GAA
664
Global Assets Advisory
Florida
$266K +$266K +1,266 New
M
665
Mirova
France
$264K +$264K +1,217 New
Kovitz Investment Group Partners
666
Kovitz Investment Group Partners
Illinois
$262K -$9.77K -45 -4%
CI
667
Conning Inc
Connecticut
$262K -$3.04K -14 -1%
RFC
668
Regions Financial Corp
Alabama
$262K +$2.82K +13 +1%
ZCA
669
Zeke Capital Advisors
Pennsylvania
$261K +$261K +1,204 New
CG
670
Caprock Group
Idaho
$260K -$19.8K -91 -7%
BWP
671
BSW Wealth Partners
Colorado
$259K -$12.2K -56 -4%
PWPS
672
Pinnacle Wealth Planning Services
Ohio
$259K +$14.1K +65 +6%
SWM
673
Spire Wealth Management
Virginia
$258K -$144K -665 -36%
CWM
674
Cahaba Wealth Management
Georgia
$257K -$55.5K -256 -18%
CCMG
675
Clark Capital Management Group
Pennsylvania
$253K -$23.6M -108,590 -99%
25 26
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