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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
SSG
726
Summit Securities Group
New York
$142K +$85.2K +389 +98%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
727
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$142K +$171K +781 +78,100%
LC
728
Lindbrook Capital
California
$129K -$1.53K -7 -1%
BBHC
729
Brown Brothers Harriman & Co
New York
$127K +$11.2K +51 +8%
APA
730
American Portfolios Advisors
New York
$125K -$27.8K -127 -16%
TWC
731
TD Waterhouse Canada
Ontario, Canada
$116K -$619K -2,824 -82%
MW
732
Milestone Wealth
New York
$116K
BFEC
733
Benjamin F. Edwards & Company
Missouri
$115K +$1.53K +7 +1%
AA
734
Alta Advisers
United Kingdom
$109K +$131K +600 New
AA
735
Ancora Advisors
Ohio
$106K -$1.31K -6 -1%
CTC
736
Central Trust Company
Missouri
$105K -$7.23K -33 -5%
EWA
737
EverSource Wealth Advisors
Alabama
$104K +$62.9K +287 +99%
LJHT
738
Laurie J. Hall Trustee
$101K
GWSG
739
GPS Wealth Strategies Group
Colorado
$84K
AWM
740
Activest Wealth Management
Florida
$83K +$100K +458 New
CMBA
741
C.M. Bidwell & Associates
Hawaii
$82K
DMBA
742
Deseret Mutual Benefit Administrators
Utah
$79K -$15.3K -70 -14%
CAL
743
Capital Analysts LLC
Pennsylvania
$78K
HNB
744
Huntington National Bank
Ohio
$76K +$90K +411 +4,110%
CWC
745
Carolinas Wealth Consulting
North Carolina
$75K +$19.7K +90 +28%
EI
746
Ellevest Inc
New York
$74K -$91.1K -416 -50%
HPC
747
HM Payson & Co
Maine
$74K
KFP
748
KB Financial Partners
New Jersey
$72K -$5.48K -25 -6%
ACA
749
Atlas Capital Advisors
Wyoming
$70.6K +$21.9K +100 +34%
Kayne Anderson Rudnick Investment Management
750
Kayne Anderson Rudnick Investment Management
California
$67K

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.