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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 %
LRIA
751
Leonard Rickey Investment Advisors
Washington
$207K +$17.3K +88 +9%
BPFA
752
Barnes Pettey Financial Advisors
Mississippi
$206K – – –
BRC
753
Bishop Rock Capital
New York
$205K -$251K -1,277 -55%
IWP
754
Icon Wealth Partners
Texas
$205K +$8.85K +45 +5%
AWA
755
Arkadios Wealth Advisors
Georgia
$204K +$2.76K +14 +1%
FAFN
756
First Affirmative Financial Network
Colorado
$203K +$19.5K +99 +11%
CIM
757
CIM Investment Management
Pennsylvania
$202K -$5.51K -28 -3%
AFAS
758
Acorn Financial Advisory Services
Virginia
$202K -$2.56K -13 -1%
BFEC
759
Benjamin F. Edwards & Company
Missouri
$199K +$76.6K +389 +63%
WBC
760
Westpac Banking Corp
Australia
$189K +$22.4K +114 +13%
SWM
761
Spire Wealth Management
Virginia
$183K -$2.51M -12,767 -93%
VSQM
762
V-Square Quantitative Management
Illinois
$181K +$181K +920 New
AIM
763
Anchor Investment Management
South Carolina
$177K – – –
ACA
764
Atlas Capital Advisors
Wyoming
$175K – – –
LC
765
Lindbrook Capital
California
$166K -$7.67K -39 -4%
TPCW
766
TD Private Client Wealth
New York
$166K -$3.4K -17 -2%
BBHC
767
Brown Brothers Harriman & Co
New York
$158K +$50K +254 +46%
JWM
768
Janiczek Wealth Management
Colorado
$158K +$158K +801 New
QCG
769
Quadrant Capital Group
Ohio
$156K +$11.4K +58 +8%
HIA
770
Harbor Investment Advisory
Maryland
$145K -$14.4K -73 -9%
AF
771
Allworth Financial
California
$136K +$5.12K +26 +4%
HNB
772
Huntington National Bank
Ohio
$132K +$11.6K +59 +10%
CA
773
Clearstead Advisors
Ohio
$131K +$72.4K +368 +123%
JSAM
774
J. Safra Asset Management
New York
$124K -$27.3K -139 -18%
CTC
775
Central Trust Company
Missouri
$122K +$42.7K +217 +54%
29 30
31
32 33