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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 %
Brown Advisory
701
Brown Advisory
Maryland
$208K -$10.4K -48 -5%
FAIM
702
Financial Advocates Investment Management
Washington
$207K +$207K +955 New
CFGS
703
Concourse Financial Group Securities
Alabama
$206K -$6.51K -30 -3%
PCS
704
Personal CFO Solutions
New Jersey
$206K +$206K +948 New
PNAA
705
Pictet North America Advisors
Switzerland
$205K -$19.6K -90 -9%
SCP
706
Sandhill Capital Partners
New York
$204K +$204K +940 New
LRIA
707
Leonard Rickey Investment Advisors
Washington
$202K +$3.26K +15 +2%
BFG
708
Berger Financial Group
Minnesota
$201K +$4.12K +19 +2%
FPS
709
Fieldpoint Private Securities
Connecticut
$200K -$227K -1,047 -53%
PCM
710
Penserra Capital Management
California
$193K -$216 -1 -0.1%
AIM
711
Anchor Investment Management
South Carolina
$190K – – –
EI
712
Ellevest Inc
New York
$179K +$55.4K +256 +45%
APA
713
American Portfolios Advisors
New York
$177K -$20.2K -93 -10%
QT
714
Quantbot Technologies
New York
$173K +$173K +800 New
TPCW
715
TD Private Client Wealth
New York
$171K -$4.77K -22 -3%
QCG
716
Quadrant Capital Group
Ohio
$169K +$18.2K +84 +12%
VVP
717
Venture Visionary Partners
Ohio
$160K +$160K +739 New
CA
718
Clearstead Advisors
Ohio
$158K +$92.9K +428 +143%
LC
719
Lindbrook Capital
California
$156K -$435 -2 -0.3%
BBHC
720
Brown Brothers Harriman & Co
New York
$141K +$7.81K +36 +6%
MW
721
Milestone Wealth
New York
$139K -$3.25K -15 -2%
BFEC
722
Benjamin F. Edwards & Company
Missouri
$137K -$38.1K -175 -22%
CTC
723
Central Trust Company
Missouri
$132K -$6.47K -30 -5%
AA
724
Ancora Advisors
Ohio
$129K +$1.31K +6 +1%
PCG
725
Private Capital Group
Connecticut
$125K -$18K -83 -13%
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