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IQVIA
IQV

Overview Fund Activity

884 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, 326 increasing their positions, 336 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
884
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.29%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.42%
New
86
Increased
326
Reduced
336
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M

Top Buyers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$228M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$187M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$156M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$83.5M
5
Marshall Wace
Marshall Wace
United Kingdom
+$64.4M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$193M
2
Citadel Advisors
Citadel Advisors
Florida
-$160M
3
Millennium Management
Millennium Management
New York
-$114M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$84.7M
5
LP
Longview Partners
Guernsey
-$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
701
Peterson Wealth Services
Utah
$219K +$19.2K +106 +10%
RFC
702
Regions Financial Corp
Alabama
$216K -$2.35K -13 -1%
CG
703
Caprock Group
Idaho
$215K -$1.63K -9 -0.8%
Brown Advisory
704
Brown Advisory
Maryland
$215K +$41.1K +227 +24%
ZCA
705
Zeke Capital Advisors
Pennsylvania
$214K -$4.17K -23 -2%
IAA
706
Independent Advisor Alliance
North Carolina
$213K -$16.9K -93 -7%
CCMG
707
Clark Capital Management Group
Pennsylvania
$212K +$905 +5 +0.4%
MCWA
708
Meadow Creek Wealth Advisors
Georgia
$209K – – –
HNWAG
709
High Net Worth Advisory Group
Florida
$208K – – –
SCM
710
Shelton Capital Management
Colorado
$208K – – –
AWM
711
Aprio Wealth Management
Georgia
$202K -$25.4K -140 -11%
PCS
712
Personal CFO Solutions
New Jersey
$201K +$29K +160 +17%
CFFP
713
Center for Financial Planning
Michigan
$198K – – –
CFGS
714
Concourse Financial Group Securities
Alabama
$189K +$17.3K +96 +10%
PCM
715
Penserra Capital Management
California
$165K +$3.97K +22 +2%
QCG
716
Quadrant Capital Group
Ohio
$160K +$19K +105 +13%
AIM
717
Anchor Investment Management
South Carolina
$158K – – –
M
718
Mirova
France
$158K -$61.8K -342 -28%
CM
719
Caption Management
Oklahoma
$147K +$147K +807 New
CA
720
Clearstead Advisors
Ohio
$144K +$12.1K +67 +9%
TPCW
721
TD Private Client Wealth
New York
$144K +$906 +5 +0.6%
AIM
722
Axiom Investment Management
New York
$143K +$143K +788 New
SSG
723
Summit Securities Group
New York
$142K +$70.5K +389 +98%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
724
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$142K +$142K +781 +78,100%
LC
725
Lindbrook Capital
California
$129K -$1.27K -7 -1%
27 28
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