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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 %
CUAMC
801
China Universal Asset Management Company
China
$15K – – –
SWA
802
Sutton Wealth Advisors
Florida
$13.9K +$1.99K +11 +17%
ADL
803
Asset Dedication LLC
California
$13K – – –
AF
804
Advisornet Financial
Minnesota
$13K +$2.04K +11 +19%
JWA
805
JFS Wealth Advisors
Pennsylvania
$12K -$3.38K -18 -22%
EL
806
EMFO LLC
Florida
$12K – – –
ME
807
McIlrath & Eck
Washington
$12K – – –
CMA
808
Cedar Mountain Advisors
Oregon
$12K – – –
TSWM
809
Tyler-Stone Wealth Management
Ohio
$12K – – –
RA
810
Rational Advisors
New York
$12K +$182 +1 +2%
AIP
811
Almanack Investment Partners
Pennsylvania
$12K +$12K +68 New
LFG
812
Larson Financial Group
Missouri
$11K – – –
CA
813
Crewe Advisors
Utah
$11K +$1.62K +9 +17%
CAC
814
Core Alternative Capital
Georgia
$10K – – –
Jones Financial Companies
815
Jones Financial Companies
Missouri
$9K -$2.57K -14 -22%
BWL
816
Bogart Wealth LLC
Virginia
$9K – – –
CAM
817
ClariVest Asset Management
California
$9K – – –
BC
818
Burleson & Co
California
$9K – – –
RAM
819
Riggs Asset Management
Pennsylvania
$9K +$9K +50 New
AWM
820
Abound Wealth Management
Tennessee
$8.15K +$8.15K +45 New
MCM
821
Manchester Capital Management
Vermont
$8K – – –
EBA
822
Eagle Bay Advisors
New York
$7K -$2.63K -15 -27%
OIA
823
Optimum Investment Advisors
Illinois
$7K – – –
HDIM
824
Hanson & Doremus Investment Management
Vermont
$7K – – –
BIA
825
Bell Investment Advisors
California
$6K -$5.06K -27 -46%
31 32
33
34 35