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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
OC
751
Oakworth Capital
Alabama
$66K
HA
752
Homestead Advisers
Virginia
$66K +$21.7K +99 +38%
PTC
753
Private Trust Company
Ohio
$65K
SOW
754
State of Wyoming
Wyoming
$63K -$28.5K -130 -27%
JGIA
755
Jackson Grant Investment Advisers
Connecticut
$62K
CCA
756
Column Capital Advisors
Indiana
$60K
GWS
757
Glassman Wealth Services
Virginia
$57K +$4.16K +19 +6%
HI
758
Harbour Investments
Wisconsin
$54K
ECU
759
Eisler Capital (UK)
United Kingdom
$54K +$65.7K +300 New
LSA
760
Lansing Street Advisors
Pennsylvania
$53K
MCM
761
MV Capital Management
Maryland
$53K +$9.42K +43 +17%
ST
762
Smithfield Trust
Pennsylvania
$52K
SLF
763
Sun Life Financial
Ontario, Canada
$52K
PFBT
764
Parkside Financial Bank & Trust
Missouri
$51K -$3.29K -15 -5%
FMII
765
Farmers & Merchants Investments Inc
Nebraska
$51K +$5.26K +24 +9%
SOS
766
Silver Oak Securities
Tennessee
$48.8K +$54.3K +248 New
C
767
Covestor
United Kingdom
$48K -$61.6K -281 -51%
Credit Agricole
768
Credit Agricole
France
$46K -$27.2K -124 -33%
CBT
769
Central Bank & Trust
Kentucky
$45K -$156K -712 -74%
1832 Asset Management
770
1832 Asset Management
Ontario, Canada
$45K +$1.53K +7 +3%
TCOV
771
Trust Company of Vermont
Vermont
$45K +$54.8K +250 New
LS
772
Livforsakringsbolaget Skandia
Sweden
$42K -$175K -800 -77%
TWM
773
Tradition Wealth Management
Minnesota
$42K +$37.7K +172 +287%
MPWT
774
MassMutual Private Wealth & Trust
Connecticut
$39K -$18.6K -85 -28%
BWM
775
Baystate Wealth Management
Massachusetts
$36K

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.