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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 %
GA
701
Geller Advisors
New York
$296K -$18.7K -95 -6%
CCA
702
Checchi Capital Advisers
California
$294K -$24K -122 -8%
CGL
703
Clarius Group LLC
Washington
$291K -$70.6K -359 -20%
KPWS
704
Kestra Private Wealth Services
Texas
$291K +$18.5K +94 +7%
IAA
705
Independent Advisor Alliance
North Carolina
$291K +$590 +3 +0.2%
MYLI
706
Meiji Yasuda Life Insurance
Japan
$287K -$536K -2,725 -65%
AP
707
Arlington Partners
Alabama
$287K +$72.8K +370 +34%
AT
708
Arlington Trust
Alabama
$287K +$287K +1,460 New
RWPA
709
Richard W. Paul & Associates
Michigan
$283K -$11K -56 -4%
MYIA
710
Mount Yale Investment Advisors
Colorado
$283K -$787 -4 -0.3%
IA
711
Inspire Advisors
Idaho
$279K +$1.77K +9 +0.6%
AGWCA
712
Annis Gardner Whiting Capital Advisors
Florida
$275K +$275K +1,396 New
TF
713
Trek Financial
Arizona
$267K -$29.9K -152 -10%
FFM
714
Forum Financial Management
Illinois
$265K – – –
AA
715
Ancora Advisors
Ohio
$263K +$105K +535 +67%
GPWA
716
Great Point Wealth Advisors
Massachusetts
$260K +$197 +1 +0.1%
KFC
717
Klingenstein Fields & Co
New York
$260K – – –
EWA
718
EP Wealth Advisors
California
$259K -$204K -1,038 -44%
AA
719
AlphaQ Advisors
Florida
$254K -$30.3K -154 -11%
EFSCE
720
Enterprise Financial Services Corp (EFSC)
Missouri
$249K -$9.64K -49 -4%
BO
721
Bank OZK
Arkansas
$249K -$271K -1,375 -52%
GDP
722
Great Diamond Partners
Maine
$248K -$1.38K -7 -0.6%
TI
723
Trexquant Investment
Connecticut
$248K +$248K +1,259 New
AWM
724
Aprio Wealth Management
Georgia
$246K -$2.56K -13 -1%
ZIM
725
Zacks Investment Management
Illinois
$245K +$245K +1,248 New
27 28
29
30 31