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887 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, 327 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 74

1.61% more ownership

Funds ownership: 86.08%87.69% (+1.6%)

0% more funds holding

Funds holding: 884887 (+3)

3% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 338

16% less capital invested

Capital invested by funds: $35.3B → $29.7B (-$5.65B)

29% less funds holding in top 10

Funds holding in top 10: 3424 (-10)

54% less call options, than puts

Call options by funds: $35.5M | Put options by funds: $77.6M

Holders
887
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.28%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.41%
New
86
Increased
327
Reduced
338
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
801
COWA LLC
Oklahoma
$18K +$22.3K +102 New
EARNEST Partners
802
EARNEST Partners
Georgia
$16K
FMP
803
Financial Management Professionals
Texas
$16K +$1.09K +5 +6%
CUAMC
804
China Universal Asset Management Company
China
$15K
SWA
805
Sutton Wealth Advisors
Florida
$13.9K +$2.41K +11 +17%
ADL
806
Asset Dedication LLC
California
$13K
AF
807
Advisornet Financial
Minnesota
$13K +$2.41K +11 +19%
JWA
808
JFS Wealth Advisors
Pennsylvania
$12K -$3.94K -18 -22%
CMA
809
Cedar Mountain Advisors
Oregon
$12K
EL
810
EMFO LLC
Florida
$12K
ME
811
McIlrath & Eck
Washington
$12K
TSWM
812
Tyler-Stone Wealth Management
Ohio
$12K
RA
813
Rational Advisors
New York
$12K +$219 +1 +2%
AIP
814
Almanack Investment Partners
Pennsylvania
$12K +$14.9K +68 New
LFG
815
Larson Financial Group
Missouri
$11K
CA
816
Crewe Advisors
Utah
$11K +$1.97K +9 +17%
CAC
817
Core Alternative Capital
Georgia
$10K
Jones Financial Companies
818
Jones Financial Companies
Missouri
$9K -$3.07K -14 -22%
BWL
819
Bogart Wealth LLC
Virginia
$9K
BC
820
Burleson & Co
California
$9K
CAM
821
ClariVest Asset Management
California
$9K
RAM
822
Riggs Asset Management
Pennsylvania
$9K +$11K +50 New
AWM
823
Abound Wealth Management
Tennessee
$8.15K +$9.86K +45 New
MCM
824
Manchester Capital Management
Vermont
$8K
EBA
825
Eagle Bay Advisors
New York
$7K -$3.29K -15 -27%

IQV Hedge Fund Activity: Q3 2022 in Review

887 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2022, worth a combined $29.7B — down 16% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IQV positions and 74 closed out — a net gain of 12 holders — while 327 added to existing stakes and 338 trimmed.

The largest buyer was Mitsubishi UFJ Asset Management, adding an estimated $275M. The largest seller was Allianz Asset Management, cutting an estimated $233M.

  • 887 institutional investors held IQVIA (IQV) as of Q3 2022, up from 884 in Q2 2022.
  • Funds reported $29.7B of IQVIA stock for Q3 2022, down 16% quarter-over-quarter.
  • 86 funds opened new IQVIA positions in Q3 2022 and 74 closed out, a net change of +12 holders.
  • The largest IQVIA buyer in Q3 2022 was Mitsubishi UFJ Asset Management, an estimated $275M added.
  • The largest IQVIA seller in Q3 2022 was Allianz Asset Management, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2022.