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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 %
HI
801
Harbour Investments
Wisconsin
$49.4K +$4.27K +19 +9%
LOIP
802
Live Oak Investment Partners
Texas
$45.4K -$40.2K – –
CAL
803
Capital Analysts LLC
Pennsylvania
$45K -$12.7K -56 -22%
CT
804
Colonial Trust
South Carolina
$44.7K +$33.7K +150 +306%
FWM
805
Focused Wealth Management
New York
$41.8K – – –
QC
806
Quent Capital
New York
$39.1K – – –
JFGIW
807
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38.7K +$8.09K +36 +26%
CWC
808
Carolinas Wealth Consulting
North Carolina
$37.3K -$48.3K -215 -56%
AWM
809
AllSquare Wealth Management
New York
$36K – – –
ZB
810
Zions Bancorporation
Utah
$33.9K -$207K -922 -86%
DJSG
811
D.J. St. Germain
Massachusetts
$33K +$33K +147 New
MAM
812
Magellan Asset Management
Australia
$30.1K – – –
GM
813
GeoWealth Management
Illinois
$30K +$9.18K +41 +44%
BLC
814
Brown, Lisle/Cummings
Rhode Island
$29.7K – – –
SOW
815
State of Wyoming
Wyoming
$28.3K -$136K -603 -83%
FMII
816
Farmers & Merchants Investments Inc
Nebraska
$28.1K -$1.8K -8 -6%
DMKJ
817
David M. Knott Jr
$27K – – –
GWSA
818
Global Wealth Strategies & Associates
Colorado
$26.5K – – –
QL
819
Quarry LP
New York
$25.6K -$1.03M -4,565 -98%
CYG
820
Clean Yield Group
Vermont
$25.6K – – –
C
821
Covestor
United Kingdom
$25K -$1.77K -8 -7%
HI
822
Hoey Investments
Pennsylvania
$23.8K – – –
ANBT
823
American National Bank & Trust
Texas
$23.2K – – –
PIAS
824
PCA Investment Advisory Services
Ohio
$22.9K +$22.9K +102 New
DSC
825
Duncker Streett & Co
Missouri
$22.5K – – –
31 32
33
34 35