IQV icon

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 %
PA
726
Pinnacle Associates
New York
$228K -$12.8K -57 -5%
ICP
727
Interchange Capital Partners
Pennsylvania
$227K +$227K +1,008 New
IWP
728
Icon Wealth Partners
Texas
$224K – – –
TIMH
729
Tilt Investment Management Holdings
New York
$224K +$224K +995 New
SL
730
Sentinus LLC
Illinois
$222K +$222K +988 New
TC
731
TownSquare Capital
Utah
$222K -$85.9K -382 -28%
ANTB
732
AMG National Trust Bank
Colorado
$221K -$173K -771 -44%
WG
733
Winton Group
United Kingdom
$220K +$220K +979 New
BWM
734
Buckley Wealth Management
Nevada
$220K +$220K +978 New
CSPIA
735
Cary Street Partners Investment Advisory
Virginia
$219K +$4.72K +21 +2%
Winslow Capital Management
736
Winslow Capital Management
Minnesota
$219K -$231M -1,025,747 -100%
LRIA
737
Leonard Rickey Investment Advisors
Washington
$217K +$217K +966 New
CW
738
Cook Wealth
North Carolina
$216K +$216K +961 New
BHCM
739
Brevan Howard Capital Management
Jersey
$213K +$213K +946 New
FAFN
740
First Affirmative Financial Network
Colorado
$209K +$209K +931 New
GLA
741
Good Life Advisors
Pennsylvania
$206K -$22.7K -101 -10%
QI
742
Qtron Investments
Massachusetts
$205K +$205K +913 New
FI
743
Fractal Investments
Connecticut
$205K +$205K +910 New
AIM
744
Anchor Investment Management
South Carolina
$202K – – –
CWS
745
Cypress Wealth Services
California
$200K +$200K +905 New
ACA
746
Atlas Capital Advisors
Wyoming
$200K +$135K +600 +207%
LC
747
Lindbrook Capital
California
$199K +$33.3K +148 +20%
Capstone Investment Advisors
748
Capstone Investment Advisors
New York
$193K -$1.37M -6,113 -88%
TPCW
749
TD Private Client Wealth
New York
$193K +$3.66K +16 +2%
WBC
750
Westpac Banking Corp
Australia
$190K -$3.22M -14,329 -94%
28 29
30
31 32