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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 %
CC
676
Courier Capital
New York
$310K – – –
FFM
677
Forum Financial Management
Illinois
$303K +$1.12K +5 +0.4%
TF
678
TIAA FSB
Florida
$301K +$301K +1,339 New
KFC
679
Klingenstein Fields & Co
New York
$297K – – –
GPWA
680
Great Point Wealth Advisors
Massachusetts
$297K +$2.25K +10 +0.8%
EWA
681
EP Wealth Advisors
California
$296K -$339K -2,695 -53%
EFSCE
682
Enterprise Financial Services Corp (EFSC)
Missouri
$296K -$9.44K -42 -3%
CFFP
683
Center for Financial Planning
Michigan
$295K – – –
AWP
684
Accretive Wealth Partners
New Jersey
$294K – – –
HWM
685
HB Wealth Management
Georgia
$293K +$293K +1,305 New
E
686
Ergoteles
New York
$290K -$5.94M -26,414 -95%
SIM
687
Sentry Investment Management
Wisconsin
$289K -$468K -2,080 -62%
DAS
688
Dynamic Advisor Solutions
Arizona
$289K -$5.62K -25 -2%
BL
689
Balentine LLC
Georgia
$288K +$288K +1,283 New
GDP
690
Great Diamond Partners
Maine
$285K -$12.1K -54 -4%
VIA
691
Vident Investment Advisory
Georgia
$285K -$136K -607 -32%
WPC
692
Wedmont Private Capital
Pennsylvania
$284K +$663 +3 +0.2%
CI
693
CX Institutional
Indiana
$284K +$284K +1,262 New
AWM
694
Aprio Wealth Management
Georgia
$284K +$1.35K +6 +0.5%
OAM
695
Ostrum Asset Management
France
$283K +$225 +1 +0.1%
HI
696
Humankind Investments
New York
$280K -$551K -2,451 -66%
BBNA
697
Bremer Bank National Association
Minnesota
$277K – – –
AFT
698
Alpha Family Trust
California
$274K +$274K +1,220 New
PWS
699
Peterson Wealth Services
Utah
$272K +$4.95K +22 +2%
IAIM
700
Industrial Alliance Investment Management
Quebec, Canada
$270K -$5.74M -25,490 -96%
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