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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 %
ST
776
Smithfield Trust
Pennsylvania
$120K -$198 -1 -0.2%
AA
777
Alta Advisers
United Kingdom
$118K – – –
SOW
778
State of Wyoming
Wyoming
$116K +$91.3K +464 +368%
MPWT
779
MassMutual Private Wealth & Trust
Connecticut
$112K -$27.9K -142 -20%
CTA
780
Colonial Trust Advisors
South Carolina
$111K – – –
TWC
781
TD Waterhouse Canada
Ontario, Canada
$109K -$9.79K -50 -8%
SS
782
Sunbelt Securities
Texas
$109K -$590 -3 -0.5%
LJHT
783
Laurie J. Hall Trustee
$106K – – –
DGAM
784
Desjardins Global Asset Management
Quebec, Canada
$104K -$177K -898 -63%
TH
785
TCTC Holdings
Texas
$97.6K – – –
PTC
786
Private Trust Company
Ohio
$91.5K -$6.69K -34 -7%
WPWM
787
Western Pacific Wealth Management
Illinois
$86.6K +$86.6K +440 New
HA
788
Homestead Advisers
Virginia
$85.2K – – –
OP
789
ORG Partners
Indiana
$84.8K -$2.56K -13 -3%
HPC
790
HM Payson & Co
Maine
$80.3K – – –
PBK
791
Peoples Bank (Kansas)
Kansas
$79.1K +$79.1K +402 New
PAM
792
Paradigm Asset Management
New York
$78.3K – – –
UOTTAIMCU
793
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$75K +$75K +381 New
Kayne Anderson Rudnick Investment Management
794
Kayne Anderson Rudnick Investment Management
California
$73.8K – – –
OC
795
Oakworth Capital
Alabama
$71.8K -$7.67K -39 -10%
BAAM
796
Baker Avenue Asset Management
California
$69.8K +$65.1K +331 +1,379%
RFA
797
Resurgent Financial Advisors
Georgia
$68.9K -$3.94K -20 -5%
PFBT
798
Parkside Financial Bank & Trust
Missouri
$68.1K +$10.4K +53 +18%
CCA
799
Column Capital Advisors
Indiana
$68.1K +$15.7K +80 +30%
GWS
800
Glassman Wealth Services
Virginia
$66.7K -$590 -3 -0.9%
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