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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
CA
701
CGN Advisors
Kansas
$226K +$274K +1,250 New
CW
702
Cook Wealth
North Carolina
$220K +$29.6K +135 +14%
S
703
Seeyond
France
$219K -$14.9K -68 -5%
PWS
704
Peterson Wealth Services
Utah
$219K +$23.2K +106 +10%
RFC
705
Regions Financial Corp
Alabama
$216K -$2.85K -13 -1%
CG
706
Caprock Group
Idaho
$215K -$1.97K -9 -0.8%
Brown Advisory
707
Brown Advisory
Maryland
$215K +$49.7K +227 +24%
ZCA
708
Zeke Capital Advisors
Pennsylvania
$214K -$5.04K -23 -2%
IAA
709
Independent Advisor Alliance
North Carolina
$213K -$20.4K -93 -7%
CCMG
710
Clark Capital Management Group
Pennsylvania
$212K +$1.09K +5 +0.4%
MCWA
711
Meadow Creek Wealth Advisors
Georgia
$209K
HNWAG
712
High Net Worth Advisory Group
Florida
$208K
SCM
713
Shelton Capital Management
Colorado
$208K
AWM
714
Aprio Wealth Management
Georgia
$202K -$30.7K -140 -11%
PCS
715
Personal CFO Solutions
New Jersey
$201K +$35.1K +160 +17%
CFFP
716
Center for Financial Planning
Michigan
$198K
CFGS
717
Concourse Financial Group Securities
Alabama
$189K +$21K +96 +10%
PCM
718
Penserra Capital Management
California
$165K +$4.82K +22 +2%
QCG
719
Quadrant Capital Group
Ohio
$160K +$23K +105 +13%
AIM
720
Anchor Investment Management
South Carolina
$158K
M
721
Mirova
France
$158K -$74.9K -342 -28%
CM
722
Caption Management
Oklahoma
$147K +$177K +807 New
CA
723
Clearstead Advisors
Ohio
$144K +$14.7K +67 +9%
TPCW
724
TD Private Client Wealth
New York
$144K +$1.09K +5 +0.6%
AIM
725
Axiom Investment Management
New York
$143K +$173K +788 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.