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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 %
Verition Fund Management
651
Verition Fund Management
Connecticut
$363K -$1.06M -4,721 -75%
QC
652
QCM Cayman
Texas
$360K +$360K +1,603 New
MA
653
Mutual Advisors
Nebraska
$360K +$10.8K +48 +3%
GA
654
Geller Advisors
New York
$360K +$360K +1,600 New
PF
655
Phoenix Financial
Israel
$356K +$55.5K +251 +18%
SW
656
SlateStone Wealth
Florida
$356K -$431K -1,917 -55%
RFC
657
Regions Financial Corp
Alabama
$355K +$31K +138 +10%
FMLI
658
Fukoku Mutual Life Insurance
Japan
$354K -$35.1K -156 -9%
ACM
659
Allred Capital Management
Texas
$353K +$7.64K +34 +2%
SFI
660
Siemens Fonds Invest
Germany
$352K – – –
MIM
661
MTM Investment Management
South Carolina
$344K – – –
Brown Advisory
662
Brown Advisory
Maryland
$339K +$73.5K +327 +28%
TF
663
Trek Financial
Arizona
$339K -$16.4K -73 -5%
PIMJS
664
PKO Investment Management Joint-Stock
Poland
$337K +$45K +200 +15%
RWPA
665
Richard W. Paul & Associates
Michigan
$336K -$5.17K -23 -2%
AWM
666
Angeles Wealth Management
California
$335K +$4.27K +19 +1%
GIA
667
Gladstone Institutional Advisory
Florida
$334K +$20.2K +90 +6%
IAA
668
Independent Advisor Alliance
North Carolina
$332K +$34.8K +155 +12%
AA
669
AlphaQ Advisors
Florida
$325K +$12.1K +54 +4%
MYIA
670
Mount Yale Investment Advisors
Colorado
$325K +$325K +1,444 New
DGAM
671
Desjardins Global Asset Management
Quebec, Canada
$321K +$176K +781 +121%
WPW
672
Waldron Private Wealth
Pennsylvania
$319K +$15.7K +70 +5%
IA
673
Inspire Advisors
Idaho
$317K +$49K +218 +18%
Renaissance Technologies
674
Renaissance Technologies
New York
$315K -$248K -1,100 -44%
KPWS
675
Kestra Private Wealth Services
Texas
$312K -$16.6K -74 -5%
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