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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
SPWG
776
Sage Private Wealth Group
Illinois
$36K
QC
777
Quent Capital
New York
$36K +$6.35K +29 +17%
FWM
778
Focused Wealth Management
New York
$34K
AF
779
Allworth Financial
California
$29K -$34K -155 -49%
HR
780
Howe & Rusling
New York
$29K +$438 +2 +1%
Bank of Montreal
781
Bank of Montreal
Ontario, Canada
$28.9K -$12.9M -58,723 -27%
CFO
782
CVA Family Office
Colorado
$28K -$26.3K -120 -44%
CIR
783
Clear Investment Research
Georgia
$27K +$32.9K +150 New
TAIM
784
TD Ameritrade Investment Management
Nebraska
$25K -$28.7K -131 -49%
ONST
785
Old North State Trust
North Carolina
$24K +$29.6K +135 New
HFM
786
Harvest Fund Management
China
$23K
SWM
787
Spire Wealth Management
Virginia
$22K -$234K -1,070 -90%
DMKJ
788
David M. Knott Jr
$22K
TFS
789
TrustCore Financial Services
Tennessee
$21K -$22.8K -104 -47%
CYG
790
Clean Yield Group
Vermont
$21K
DAC
791
Dividend Assets Capital
South Carolina
$21K
EW
792
Evoke Wealth
California
$21K +$1.31K +6 +6%
JFGIW
793
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$9.2K +42 +58%
HCP
794
Hexagon Capital Partners
Arkansas
$19K -$12.3K -56 -34%
HGERS
795
Householder Group Estate & Retirement Specialist
Arizona
$19K +$23.4K +107 New
BLC
796
Brown, Lisle/Cummings
Rhode Island
$18.8K
BCM
797
Blume Capital Management
California
$18K
CB
798
Community Bank
New York
$18K
UB
799
UMB Bank
Missouri
$18K +$1.31K +6 +7%
FF
800
FourThought Financial
Florida
$18K +$3.07K +14 +16%

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.