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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 %
BAM
676
Blueshift Asset Management
New Jersey
$327K +$327K +1,662 New
BS
677
Banco Santander
Spain
$324K -$6.5M -33,037 -95%
ATPW
678
Ashton Thomas Private Wealth
Arizona
$322K -$3.94K -20 -1%
LWM
679
Lyell Wealth Management
California
$321K – – –
AWM
680
Ameliora Wealth Management
Switzerland
$321K – – –
PF
681
Phoenix Financial
Israel
$320K – – –
WPC
682
Wedmont Private Capital
Pennsylvania
$320K +$63.5K +318 +25%
PWPS
683
Pinnacle Wealth Planning Services
Ohio
$317K -$2.16K -11 -0.7%
HWM
684
HB Wealth Management
Georgia
$312K +$55.7K +283 +22%
BL
685
Balentine LLC
Georgia
$311K +$59K +300 +23%
AM
686
AGF Management
Ontario, Canada
$311K +$311K +1,581 New
GIA
687
Gladstone Institutional Advisory
Florida
$310K +$17.5K +89 +6%
FMLI
688
Fukoku Mutual Life Insurance
Japan
$310K – – –
SFI
689
Siemens Fonds Invest
Germany
$310K – – –
DAS
690
Dynamic Advisor Solutions
Arizona
$310K +$56.9K +289 +22%
CFFP
691
Center for Financial Planning
Michigan
$309K +$50.8K +258 +20%
DTL
692
Dynamic Technology Lab
Singapore
$307K -$483K -2,454 -61%
VA
693
Vident Advisory
Georgia
$307K +$307K +1,558 New
MIM
694
MTM Investment Management
South Carolina
$304K +$2.76K +14 +0.9%
SW
695
SlateStone Wealth
Florida
$303K -$8.85K -45 -3%
BIM
696
Bridges Investment Management
Nebraska
$301K -$338K -1,719 -53%
AWM
697
Angeles Wealth Management
California
$298K +$5.31K +27 +2%
NIM
698
NEOS Investment Management
Connecticut
$298K +$298K +1,516 New
CI
699
CX Institutional
Indiana
$298K +$49.8K +253 +20%
MC
700
Maverick Capital
Texas
$296K -$2.42M -12,306 -89%
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