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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 %
GSC
726
Ground Swell Capital
South Carolina
$241K +$241K +1,227 New
AFT
727
Alpha Family Trust
California
$240K – – –
SIA
728
Schechter Investment Advisors
Michigan
$240K +$34.2K +174 +17%
BBNA
729
Bremer Bank National Association
Minnesota
$239K -$3.74K -19 -2%
PWS
730
Peterson Wealth Services
Utah
$237K -$394 -2 -0.2%
PCS
731
Personal CFO Solutions
New Jersey
$234K +$1.97K +10 +0.8%
SIM
732
Stratos Investment Management
Ohio
$231K – – –
WJWM
733
Williams Jones Wealth Management
New York
$229K -$5.9K -30 -3%
TIAA Trust, National Association
734
TIAA Trust, National Association
North Carolina
$228K +$228K +1,161 New
HI
735
Humankind Investments
New York
$227K -$18.3K -93 -7%
HNWAG
736
High Net Worth Advisory Group
Florida
$226K -$3.74K -19 -2%
SIC
737
Salem Investment Counselors
North Carolina
$226K +$118K +600 +109%
SCM
738
Shelton Capital Management
Colorado
$225K – – –
EWA
739
EverSource Wealth Advisors
Alabama
$225K +$12.2K +62 +6%
CG
740
Caprock Group
Idaho
$222K -$3.15K -16 -1%
CWM
741
Cahaba Wealth Management
Georgia
$221K -$2.16K -11 -1%
TC
742
TownSquare Capital
Utah
$220K +$26K +132 +13%
SAG
743
Spotlight Asset Group
Illinois
$219K – – –
STA
744
Summit Trail Advisors
New York
$219K +$219K +1,115 New
AWP
745
Accretive Wealth Partners
New Jersey
$218K -$39.4K -200 -15%
RCM
746
Raleigh Capital Management
North Carolina
$218K +$5.51K +28 +3%
CWS
747
Confluence Wealth Services
Pennsylvania
$211K +$2.56K +13 +1%
CFGS
748
Concourse Financial Group Securities
Alabama
$211K -$12K -61 -5%
CSPIA
749
Cary Street Partners Investment Advisory
Virginia
$211K +$19.1K +97 +10%
SIM
750
Sentry Investment Management
Wisconsin
$209K -$43.6K -222 -17%
28 29
30
31 32