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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 %
PAM
776
Paradigm Asset Management
New York
$89.5K – – –
Kayne Anderson Rudnick Investment Management
777
Kayne Anderson Rudnick Investment Management
California
$84.3K +$1.12K +5 +1%
RFA
778
Resurgent Financial Advisors
Georgia
$83.2K +$674 +3 +0.8%
PO
779
Private Ocean
California
$82.9K +$82.9K +369 New
GWS
780
Glassman Wealth Services
Virginia
$76.9K +$13.5K +60 +21%
GWSG
781
GPS Wealth Strategies Group
Colorado
$75.7K – – –
BHWM
782
Bay Harbor Wealth Management
Maryland
$74.4K -$5.17K -23 -6%
MCM
783
MV Capital Management
Maryland
$71.7K +$13.9K +62 +24%
IUHSA
784
Itau Unibanco Holding S.A.
Brazil
$71.5K -$5.94M -26,437 -99%
M
785
Mirova
France
$69.2K -$117K -522 -63%
IGWM
786
ICA Group Wealth Management
Colorado
$67.7K +$67.7K +301 New
CA
787
Clearstead Advisors
Ohio
$67.4K -$79.3K -353 -54%
PFBT
788
Parkside Financial Bank & Trust
Missouri
$65.9K +$10.8K +48 +20%
LSA
789
Lansing Street Advisors
Pennsylvania
$65.9K – – –
SLF
790
Sun Life Financial
Ontario, Canada
$65K – – –
CWP
791
Concord Wealth Partners
Virginia
$62.9K +$8.77K +39 +16%
CCA
792
Column Capital Advisors
Indiana
$59.8K – – –
CFO
793
CVA Family Office
Colorado
$57.3K -$15.7K -70 -22%
HFM
794
Harvest Fund Management
China
$57K -$73.1K -327 -56%
CBT
795
Central Bank & Trust
Kentucky
$55.1K – – –
SSG
796
Summit Securities Group
New York
$55K -$27.6K -122 -33%
DMBA
797
Deseret Mutual Benefit Administrators
Utah
$54.4K – – –
TWM
798
Tradition Wealth Management
Minnesota
$53K +$898 +4 +2%
LS
799
Livforsakringsbolaget Skandia
Sweden
$52.3K – – –
BWM
800
Baystate Wealth Management
Massachusetts
$51K – – –
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