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IQVIA
IQV

Overview Fund Activity

881 hedge funds and large institutions have $35.3B invested in IQVIA in 2022 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 329 increasing their positions, 343 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
881
Holders Change
-11
Holders Change %
-1.23%
% of All Funds
14.9%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.57%
New
85
Increased
329
Reduced
343
Closed
84
Calls
$74.5M
Puts
$73.6M
Net Calls
+$925K
Net Calls Change
+$29.3M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$248M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$183M
3
Morgan Stanley
Morgan Stanley
New York
+$179M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$157M
5
Millennium Management
Millennium Management
New York
+$148M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$457M
2
TP
Third Point
New York
-$254M
3
Goldman Sachs
Goldman Sachs
New York
-$174M
4
Invesco
Invesco
Georgia
-$145M
5
Two Sigma Investments
Two Sigma Investments
New York
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
801
Tyler-Stone Wealth Management
Ohio
$14K – – –
RA
802
Rational Advisors
New York
$14K +$215 +1 +2%
Jones Financial Companies
803
Jones Financial Companies
Missouri
$14K +$1.33K +6 +11%
PFS
804
Prospera Financial Services
Texas
$13K -$28.9K -131 -69%
TWM
805
Tradition Wealth Management
Minnesota
$13K – – –
AF
806
Advisornet Financial
Minnesota
$13K +$7.49K +34 +136%
BIA
807
Bell Investment Advisors
California
$13K +$13K +59 New
LFG
808
Larson Financial Group
Missouri
$13K +$13K +60 New
O
809
Ossiam
France
$12K -$253K -1,158 -95%
CAC
810
Core Alternative Capital
Georgia
$12K +$2.95K +14 +33%
CA
811
CoreCap Advisors
Michigan
$12K +$12K +54 New
EBA
812
Eagle Bay Advisors
New York
$11.9K +$11.9K +55 New
CAM
813
ClariVest Asset Management
California
$11K – – –
BWL
814
Bogart Wealth LLC
Virginia
$11K – – –
CA
815
Crewe Advisors
Utah
$11K +$11K +52 New
BC
816
Burleson & Co
California
$10K -$638 -3 -6%
MCM
817
Manchester Capital Management
Vermont
$10K – – –
LC
818
Legacy CG
Texas
$10K +$10K +45 New
OIA
819
Optimum Investment Advisors
Illinois
$9K – – –
ACM
820
Antonetti Capital Management
Florida
$8K – – –
HDIM
821
Hanson & Doremus Investment Management
Vermont
$8K – – –
MA
822
MUFG Americas
New York
$7K – – –
TIM
823
Tortoise Investment Management
New York
$7K – – –
PWMG
824
Prestige Wealth Management Group
New Jersey
$7K – – –
CWA
825
Carolina Wealth Advisors
South Carolina
$7K – – –
31 32
33
34 35