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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 %
HIA
751
Harbor Investment Advisory
Maryland
$183K -$105K -465 -36%
AA
752
Ancora Advisors
Ohio
$180K +$45.2K +201 +33%
JSAM
753
J. Safra Asset Management
New York
$173K +$21.6K +96 +14%
QCG
754
Quadrant Capital Group
Ohio
$165K -$4.05K -18 -2%
MPWT
755
MassMutual Private Wealth & Trust
Connecticut
$159K +$21.8K +97 +16%
AF
756
Allworth Financial
California
$149K +$24.1K +107 +19%
PP
757
Paloma Partners
Connecticut
$145K +$145K +646 New
BFEC
758
Benjamin F. Edwards & Company
Missouri
$140K -$12.9K -57 -8%
HNB
759
Huntington National Bank
Ohio
$137K +$40K +178 +41%
ST
760
Smithfield Trust
Pennsylvania
$136K +$2.47K +11 +2%
AA
761
Alta Advisers
United Kingdom
$135K – – –
TWC
762
TD Waterhouse Canada
Ontario, Canada
$135K -$2.66K -12 -2%
IA
763
IFP Advisors
Florida
$132K -$3.37K -15 -2%
CTA
764
Colonial Trust Advisors
South Carolina
$127K – – –
SS
765
Sunbelt Securities
Texas
$125K +$8.99K +40 +8%
BBHC
766
Brown Brothers Harriman & Co
New York
$124K -$29.7K -132 -19%
SIC
767
Salem Investment Counselors
North Carolina
$123K -$804K -3,578 -87%
LJHT
768
Laurie J. Hall Trustee
$121K – – –
PTC
769
Private Trust Company
Ohio
$112K +$25.2K +112 +29%
TH
770
TCTC Holdings
Texas
$111K – – –
OP
771
ORG Partners
Indiana
$98.2K +$98.2K +444 New
HA
772
Homestead Advisers
Virginia
$97.3K – – –
HPC
773
HM Payson & Co
Maine
$91.7K – – –
OC
774
Oakworth Capital
Alabama
$90.8K +$8.77K +39 +11%
CTC
775
Central Trust Company
Missouri
$90.6K -$39.6K -176 -30%
29 30
31
32 33