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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 %
GWSG
801
GPS Wealth Strategies Group
Colorado
$66.3K – – –
BHWM
802
Bay Harbor Wealth Management
Maryland
$65.7K +$590 +3 +0.9%
MCM
803
MV Capital Management
Maryland
$63.2K +$394 +2 +0.6%
IUHSA
804
Itau Unibanco Holding S.A.
Brazil
$62.4K -$197 -1 -0.3%
WTG
805
West Tower Group
Virginia
$58.2K +$58.2K +296 New
SLF
806
Sun Life Financial
Ontario, Canada
$57K – – –
HFM
807
Harvest Fund Management
China
$56K +$5.9K +30 +12%
CWP
808
Concord Wealth Partners
Virginia
$55.1K – – –
IA
809
IFP Advisors
Florida
$52.2K -$63.8K -324 -55%
Twin Tree Management
810
Twin Tree Management
Texas
$48.8K -$2.66M -13,505 -98%
SOS
811
Silver Oak Securities
Tennessee
$48.8K -$435K -2,209 -90%
GM
812
GeoWealth Management
Illinois
$48K +$21.4K +108 +81%
TWM
813
Tradition Wealth Management
Minnesota
$46K – – –
LS
814
Livforsakringsbolaget Skandia
Sweden
$45.8K – – –
DMBA
815
Deseret Mutual Benefit Administrators
Utah
$45.3K -$2.36K -12 -5%
CBT
816
CoreFirst Bank & Trust
Kansas
$44.3K +$44.3K +225 New
LOIP
817
Live Oak Investment Partners
Texas
$39.7K -$45.4K – –
BWM
818
Baystate Wealth Management
Massachusetts
$39.4K -$5.31K -27 -12%
CT
819
Colonial Trust
South Carolina
$39.2K – – –
QC
820
Quent Capital
New York
$38.8K +$4.53K +23 +13%
FWM
821
Focused Wealth Management
New York
$36.6K – – –
AWM
822
AllSquare Wealth Management
New York
$35.6K – – –
CBT
823
Central Bank & Trust
Kentucky
$33.1K -$15.1K -77 -31%
ZB
824
Zions Bancorporation
Utah
$30.1K +$394 +2 +1%
DJSG
825
D.J. St. Germain
Massachusetts
$28.9K – – –
31 32
33
34 35