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IQVIA
IQV

Overview Fund Activity

884 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, 326 increasing their positions, 336 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
884
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.29%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.42%
New
86
Increased
326
Reduced
336
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M

Top Buyers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$228M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$187M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$156M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$83.5M
5
Marshall Wace
Marshall Wace
United Kingdom
+$64.4M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$193M
2
Citadel Advisors
Citadel Advisors
Florida
-$160M
3
Millennium Management
Millennium Management
New York
-$114M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$84.7M
5
LP
Longview Partners
Guernsey
-$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
776
Allworth Financial
California
$29K -$27.7K -155 -49%
HR
777
Howe & Rusling
New York
$29K +$367 +2 +1%
Bank of Montreal
778
Bank of Montreal
Ontario, Canada
$28.9K -$10.9K -58,723 -27%
CFO
779
CVA Family Office
Colorado
$28K -$21.7K -120 -44%
CIR
780
Clear Investment Research
Georgia
$27K +$27K +150 New
TAIM
781
TD Ameritrade Investment Management
Nebraska
$25K -$24.1K -131 -49%
ONST
782
Old North State Trust
North Carolina
$24K +$24K +135 New
HFM
783
Harvest Fund Management
China
$23K – – –
SWM
784
Spire Wealth Management
Virginia
$22K -$198K -1,070 -90%
DMKJ
785
David M. Knott Jr
$22K – – –
TFS
786
TrustCore Financial Services
Tennessee
$21K -$19K -104 -47%
DAC
787
Dividend Assets Capital
South Carolina
$21K – – –
CYG
788
Clean Yield Group
Vermont
$21K – – –
EW
789
Evoke Wealth
California
$21K +$1.1K +6 +6%
JFGIW
790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$7.74K +42 +58%
HCP
791
Hexagon Capital Partners
Arkansas
$19K -$9.94K -56 -34%
HGERS
792
Householder Group Estate & Retirement Specialist
Arizona
$19K +$19K +107 New
BLC
793
Brown, Lisle/Cummings
Rhode Island
$18.8K – – –
BCM
794
Blume Capital Management
California
$18K – – –
CB
795
Community Bank
New York
$18K – – –
UB
796
UMB Bank
Missouri
$18K +$1.1K +6 +7%
FF
797
FourThought Financial
Florida
$18K +$2.5K +14 +16%
CL
798
COWA LLC
Oklahoma
$18K +$18K +102 New
EARNEST Partners
799
EARNEST Partners
Georgia
$16K – – –
FMP
800
Financial Management Professionals
Texas
$16K +$899 +5 +6%
30 31
32
33 34