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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 %
TWMP
676
Taylor Wealth Management Partners
Massachusetts
$253K -$434 -2 -0.2%
MCWA
677
Meadow Creek Wealth Advisors
Georgia
$251K -$4.13K -19 -2%
HNWAG
678
High Net Worth Advisory Group
Florida
$250K -$4.35K -20 -2%
SCM
679
Shelton Capital Management
Colorado
$249K – – –
CAM
680
Cresset Asset Management
Illinois
$248K -$113K -675 -31%
FFM
681
Forum Financial Management
Illinois
$246K -$2.39K -11 -1%
CWS
682
Confluence Wealth Services
Pennsylvania
$243K +$22.7K +94 +10%
CSPIA
683
Cary Street Partners Investment Advisory
Virginia
$243K +$243K +1,119 New
Cetera Investment Advisers
684
Cetera Investment Advisers
Illinois
$240K -$89.3K -412 -27%
PWS
685
Peterson Wealth Services
Utah
$240K +$13K +60 +6%
GIA
686
Gateway Investment Advisers
Ohio
$240K +$18.4K +85 +8%
CFFP
687
Center for Financial Planning
Michigan
$237K – – –
NW
688
NewEdge Wealth
Pennsylvania
$237K +$237K +1,091 New
DHFB
689
Dixon Hubard Feinour & Brown
Virginia
$230K -$39.1K -180 -15%
AFAS
690
Acorn Financial Advisory Services
Virginia
$229K -$2.61K -12 -1%
MA
691
Mutual Advisors
Nebraska
$228K -$38.7K -178 -15%
BPA
692
Beacon Pointe Advisors
California
$227K -$124K -568 -35%
BWM
693
Buckley Wealth Management
Nevada
$225K -$2.39K -11 -1%
CIM
694
CIM Investment Management
Pennsylvania
$225K -$1.74K -8 -0.8%
CW
695
Cook Wealth
North Carolina
$225K +$225K +961 New
LS
696
Livforsakringsbolaget Skandia
Sweden
$224K -$86.7K -400 -28%
BAAM
697
Baker Avenue Asset Management
California
$223K +$4.34K +20 +2%
STA
698
Summit Trail Advisors
New York
$219K -$303K -1,400 -58%
GF
699
Gabelli Funds
New York
$217K – – –
CBT
700
Central Bank & Trust
Kentucky
$208K -$69.1K -319 -25%
26 27
28
29 30