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IQVIA
IQV

Overview Fund Activity

881 hedge funds and large institutions have $35.3B invested in IQVIA in 2022 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 329 increasing their positions, 343 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
881
Holders Change
-11
Holders Change %
-1.23%
% of All Funds
14.9%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.57%
New
85
Increased
329
Reduced
343
Closed
84
Calls
$74.5M
Puts
$73.6M
Net Calls
+$925K
Net Calls Change
+$29.3M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$248M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$183M
3
Morgan Stanley
Morgan Stanley
New York
+$179M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$157M
5
Millennium Management
Millennium Management
New York
+$148M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$457M
2
TP
Third Point
New York
-$254M
3
Goldman Sachs
Goldman Sachs
New York
-$174M
4
Invesco
Invesco
Georgia
-$145M
5
Two Sigma Investments
Two Sigma Investments
New York
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
751
Lansing Street Advisors
Pennsylvania
$64K – – –
SLF
752
Sun Life Financial
Ontario, Canada
$63K – – –
EWA
753
EverSource Wealth Advisors
Alabama
$63K +$30.2K +139 +92%
ACA
754
Atlas Capital Advisors
Wyoming
$62.9K – – –
ST
755
Smithfield Trust
Pennsylvania
$61K – – –
CFO
756
CVA Family Office
Colorado
$60K +$13.1K +60 +28%
TAIM
757
TD Ameritrade Investment Management
Nebraska
$58K -$12.8K -59 -18%
HA
758
Homestead Advisers
Virginia
$57K +$11.2K +52 +25%
VRM
759
Vectors Research Management
New York
$56K – – –
FMII
760
Farmers & Merchants Investments Inc
Nebraska
$56K +$34.1K +157 +155%
MCM
761
MV Capital Management
Maryland
$54K +$46.7K +217 +638%
HI
762
Harbour Investments
Wisconsin
$54K +$54K +249 New
1832 Asset Management
763
1832 Asset Management
Ontario, Canada
$52K -$15.8K -73 -23%
TFS
764
TrustCore Financial Services
Tennessee
$48K – – –
Bank of Montreal
765
Bank of Montreal
Ontario, Canada
$46.4K +$13K +59,867 +39%
SPWG
766
Sage Private Wealth Group
Illinois
$44K – – –
BWM
767
Baystate Wealth Management
Massachusetts
$43K – – –
TCWM
768
Total Clarity Wealth Management
Illinois
$41K +$41K +187 New
T
769
TOBAM
France
$41K +$41K +188 New
FWM
770
Focused Wealth Management
New York
$40K – – –
QC
771
Quent Capital
New York
$37K +$5.44K +25 +17%
HCP
772
Hexagon Capital Partners
Arkansas
$35K – – –
HR
773
Howe & Rusling
New York
$34K -$436 -2 -1%
HFM
774
Harvest Fund Management
China
$28K -$63.4K -292 -69%
DAC
775
Dividend Assets Capital
South Carolina
$26K – – –
29 30
31
32 33