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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 %
APM
651
Advanced Portfolio Management
New York
$400K -$400K -2,035 -50%
CANY
652
Caxton Associates (New York)
New York
$397K +$397K +2,019 New
SFA
653
Sequoia Financial Advisors
Ohio
$394K +$7.28K +37 +2%
KCM
654
KRS Capital Management
Michigan
$389K -$2.95K -15 -0.8%
GVAG
655
Great Valley Advisor Group
Delaware
$386K -$28.8K -146 -7%
CI
656
Cigna Investments
Connecticut
$386K -$53.7K -273 -12%
PCM
657
Penserra Capital Management
California
$386K -$26K -133 -6%
SAM
658
Simplify Asset Management
Nevada
$386K -$4.33K -22 -1%
AAS
659
Avantax Advisory Services
Texas
$381K +$30.3K +154 +9%
LFAS
660
Level Four Advisory Services
Texas
$379K +$13K +66 +4%
PWP
661
Principle Wealth Partners
Connecticut
$378K – – –
PAS
662
Park Avenue Securities
New York
$372K +$372K +1,889 New
ACM
663
Allred Capital Management
Texas
$366K +$56.9K +289 +18%
CHAM
664
Clear Harbor Asset Management
Connecticut
$354K +$354K +1,801 New
ECG
665
Edge Capital Group
Georgia
$354K – – –
XT
666
XTX Topco
Cayman Islands
$354K +$354K +1,799 New
CP
667
Cumberland Partners
Ontario, Canada
$352K -$1.03M -5,250 -75%
RFC
668
Regions Financial Corp
Alabama
$343K +$31.7K +161 +10%
LJAC
669
L.J. Altfest & Co
New York
$341K +$984 +5 +0.3%
DCM
670
Dupont Capital Management
Delaware
$339K -$12.9M -65,613 -97%
Brown Advisory
671
Brown Advisory
Maryland
$332K +$35K +178 +12%
PA
672
Pinnacle Associates
New York
$330K +$131K +665 +66%
VWA
673
V Wealth Advisors
Kansas
$330K -$265K -1,345 -45%
PGFC
674
Peapack-Gladstone Financial Corp
New Jersey
$328K -$165K -841 -34%
EAMA
675
EFG Asset Management (Americas)
Florida
$328K -$13.6K -69 -4%
25 26
27
28 29