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887 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, 327 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 74

1.61% more ownership

Funds ownership: 86.08%87.69% (+1.6%)

0% more funds holding

Funds holding: 884887 (+3)

3% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 338

16% less capital invested

Capital invested by funds: $35.3B → $29.7B (-$5.65B)

29% less funds holding in top 10

Funds holding in top 10: 3424 (-10)

54% less call options, than puts

Call options by funds: $35.5M | Put options by funds: $77.6M

Holders
887
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.28%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.41%
New
86
Increased
327
Reduced
338
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
676
Allred Capital Management
Texas
$265K
SS
677
Simplicity Solutions
Minnesota
$264K +$9.2K +42 +3%
GIA
678
Gladstone Institutional Advisory
Florida
$263K -$16K -73 -5%
PWPS
679
Pinnacle Wealth Planning Services
Ohio
$262K +$56.1K +256 +21%
LSA
680
Leonteq Securities AG
Switzerland
$262K +$43.2K +197 +16%
EFSCE
681
Enterprise Financial Services Corp (EFSC)
Missouri
$260K +$12K +55 +4%
MA
682
Mutual Advisors
Nebraska
$260K +$84.3K +385 +37%
WPC
683
Wedmont Private Capital
Pennsylvania
$259K -$125K -572 -29%
ATPW
684
Ashton Thomas Private Wealth
Arizona
$259K -$17.7K -81 -5%
AAS
685
Avantax Advisory Services
Texas
$255K -$2.19K -10 -0.7%
AWM
686
Apollon Wealth Management
South Carolina
$255K +$308K +1,407 New
DAS
687
Dynamic Advisor Solutions
Arizona
$253K -$1.53K -7 -0.5%
BBNA
688
Bremer Bank National Association
Minnesota
$249K -$22.6K -103 -7%
GDP
689
Great Diamond Partners
Maine
$245K -$4.38K -20 -1%
AWA
690
Arkadios Wealth Advisors
Georgia
$245K +$15.3K +70 +5%
FFM
691
Forum Financial Management
Illinois
$241K +$42.5K +194 +17%
SLAM
692
Swiss Life Asset Management
$240K -$307K -1,402 -51%
KFC
693
Klingenstein Fields & Co
New York
$239K
WFA
694
Wipfli Financial Advisors
Wisconsin
$238K +$288K +1,314 New
AWP
695
Accretive Wealth Partners
New Jersey
$237K
GPWA
696
Great Point Wealth Advisors
Massachusetts
$236K
WPW
697
Waldron Private Wealth
Pennsylvania
$235K +$5.7K +26 +2%
CWM
698
Cahaba Wealth Management
Georgia
$235K +$25.6K +117 +10%
PWS
699
Precision Wealth Strategies
Missouri
$234K -$36.4K -166 -11%
DT
700
Diversified Trust
Tennessee
$226K +$273K +1,248 New

IQV Hedge Fund Activity: Q3 2022 in Review

887 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2022, worth a combined $29.7B — down 16% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IQV positions and 74 closed out — a net gain of 12 holders — while 327 added to existing stakes and 338 trimmed.

The largest buyer was Mitsubishi UFJ Asset Management, adding an estimated $275M. The largest seller was Allianz Asset Management, cutting an estimated $233M.

  • 887 institutional investors held IQVIA (IQV) as of Q3 2022, up from 884 in Q2 2022.
  • Funds reported $29.7B of IQVIA stock for Q3 2022, down 16% quarter-over-quarter.
  • 86 funds opened new IQVIA positions in Q3 2022 and 74 closed out, a net change of +12 holders.
  • The largest IQVIA buyer in Q3 2022 was Mitsubishi UFJ Asset Management, an estimated $275M added.
  • The largest IQVIA seller in Q3 2022 was Allianz Asset Management, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2022.