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IQVIA
IQV

Overview Fund Activity

884 hedge funds and large institutions have $29.7B invested in IQVIA in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 326 increasing their positions, 336 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
884
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.29%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.42%
New
86
Increased
326
Reduced
336
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M

Top Buyers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$228M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$187M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$156M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$83.5M
5
Marshall Wace
Marshall Wace
United Kingdom
+$64.4M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$193M
2
Citadel Advisors
Citadel Advisors
Florida
-$160M
3
Millennium Management
Millennium Management
New York
-$114M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$84.7M
5
LP
Longview Partners
Guernsey
-$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
676
Simplicity Solutions
Minnesota
$264K +$7.6K +42 +3%
GIA
677
Gladstone Institutional Advisory
Florida
$263K -$13.2K -73 -5%
PWPS
678
Pinnacle Wealth Planning Services
Ohio
$262K +$46.3K +256 +21%
EFSCE
679
Enterprise Financial Services Corp (EFSC)
Missouri
$260K +$9.95K +55 +4%
MA
680
Mutual Advisors
Nebraska
$260K +$69.8K +385 +37%
WPC
681
Wedmont Private Capital
Pennsylvania
$259K -$104K -572 -29%
ATPW
682
Ashton Thomas Private Wealth
Arizona
$259K -$14.7K -81 -5%
AAS
683
Avantax Advisory Services
Texas
$255K -$1.81K -10 -0.7%
AWM
684
Apollon Wealth Management
South Carolina
$255K +$255K +1,407 New
DAS
685
Dynamic Advisor Solutions
Arizona
$253K -$1.27K -7 -0.5%
BBNA
686
Bremer Bank National Association
Minnesota
$249K -$18.6K -103 -7%
GDP
687
Great Diamond Partners
Maine
$245K -$3.62K -20 -1%
AWA
688
Arkadios Wealth Advisors
Georgia
$245K +$12.7K +70 +5%
FFM
689
Forum Financial Management
Illinois
$241K +$35.2K +194 +17%
KFC
690
Klingenstein Fields & Co
New York
$239K – – –
WFA
691
Wipfli Financial Advisors
Wisconsin
$238K +$238K +1,314 New
AWP
692
Accretive Wealth Partners
New Jersey
$237K – – –
GPWA
693
Great Point Wealth Advisors
Massachusetts
$236K – – –
WPW
694
Waldron Private Wealth
Pennsylvania
$235K +$4.7K +26 +2%
CWM
695
Cahaba Wealth Management
Georgia
$235K +$21.1K +117 +10%
PWS
696
Precision Wealth Strategies
Missouri
$234K -$29.9K -166 -11%
DT
697
Diversified Trust
Tennessee
$226K +$226K +1,248 New
CA
698
CGN Advisors
Kansas
$226K +$226K +1,250 New
CW
699
Cook Wealth
North Carolina
$220K +$27.1K +135 +14%
S
700
Seeyond
France
$219K -$12.3K -68 -5%
26 27
28
29 30