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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 %
KC
826
Kenfarb & Co
Kentucky
$6K – – –
TWA
827
TCI Wealth Advisors
Arizona
$6K – – –
GKIM
828
GW&K Investment Management
Massachusetts
$6K +$1.93K +9 +47%
CMP
829
Coston McIsaac & Partners
Maine
$6K +$6K +29 New
SIS
830
Sound Income Strategies
Florida
$5K -$3.8K -19 -43%
BBPWM
831
Blue Bell Private Wealth Management
Pennsylvania
$5K – – –
AFG
832
Albion Financial Group
Utah
$5K – – –
HI
833
Hudock Inc
Pennsylvania
$5K – – –
FRA
834
Front Row Advisors
California
$5K – – –
HWA
835
HHM Wealth Advisors
Tennessee
$5K – – –
AssetMark Inc
836
AssetMark Inc
California
$5K +$227 +1 +5%
SC
837
Schubert & Co
Texas
$5K +$2.71K +13 +118%
BCWM
838
Bartlett & Co Wealth Management
Ohio
$4.12K +$4.12K +19 New
NFSG
839
Newbridge Financial Services Group
Florida
$4K -$2.89K -13 -42%
BWA
840
BDO Wealth Advisors
Florida
$4K – – –
BC
841
Bartlett & Co
Ohio
$4K +$4K +19 New
WB
842
Webster Bank
Connecticut
$3K -$3K -16 -50%
DI
843
Disciplined Investments
Oklahoma
$3K – – –
Acadian Asset Management
844
Acadian Asset Management
Massachusetts
$3K – – –
TFM
845
TFC Financial Management
Massachusetts
$3K – – –
SBL
846
Sargent Bickham Lagudis
Colorado
$3K +$3K +12 New
DWP
847
Destiny Wealth Partners
Florida
$3K +$3K +13 New
RCM
848
Raleigh Capital Management
North Carolina
$3K +$3K +16 New
BPC
849
Banque Pictet & Cie
Switzerland
$2.96K +$2.19K +10,110 +286%
HNB
850
Huntington National Bank
Ohio
$2K -$6.6K -33 -77%
32 33
34
35 36