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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 %
MAM
701
Morse Asset Management
Connecticut
$270K +$270K +1,200 New
BCA
702
Bay Colony Advisors
Massachusetts
$268K +$37.3K +166 +16%
WJWM
703
Williams Jones Wealth Management
New York
$268K +$268K +1,192 New
BPA
704
Beacon Pointe Advisors
California
$265K -$31K -138 -10%
PCS
705
Personal CFO Solutions
New Jersey
$265K +$24.7K +110 +10%
SIM
706
Stratos Investment Management
Ohio
$264K – – –
SYBT
707
Stock Yards Bank & Trust
Kentucky
$263K -$63.2K -281 -19%
HNWAG
708
High Net Worth Advisory Group
Florida
$263K +$4.27K +19 +2%
CC
709
Callan Capital
California
$258K +$17.1K +76 +7%
SCM
710
Shelton Capital Management
Colorado
$258K – – –
CG
711
Caprock Group
Idaho
$257K -$40.9K -182 -14%
MC
712
Machina Capital
France
$256K +$256K +1,139 New
CFGS
713
Concourse Financial Group Securities
Alabama
$255K +$4.27K +19 +2%
CWM
714
Cahaba Wealth Management
Georgia
$254K -$29.2K -130 -10%
SAG
715
Spotlight Asset Group
Illinois
$251K +$251K +1,115 New
AP
716
Arlington Partners
Alabama
$245K +$245K +1,090 New
EWA
717
EverSource Wealth Advisors
Alabama
$243K +$144K +640 +144%
RCM
718
Raleigh Capital Management
North Carolina
$243K +$25.4K +113 +12%
CWS
719
Confluence Wealth Services
Pennsylvania
$238K +$1.57K +7 +0.7%
CIM
720
CIM Investment Management
Pennsylvania
$237K +$450 +2 +0.2%
BPFA
721
Barnes Pettey Financial Advisors
Mississippi
$236K – – –
SIA
722
Schechter Investment Advisors
Michigan
$235K -$9.22K -41 -4%
HSA
723
HBK Sorce Advisory
Pennsylvania
$235K +$2.7K +12 +1%
AFAS
724
Acorn Financial Advisory Services
Virginia
$233K – – –
AWA
725
Arkadios Wealth Advisors
Georgia
$230K -$57.5K -256 -20%
27 28
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