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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
HDIM
826
Hanson & Doremus Investment Management
Vermont
$7K
OIA
827
Optimum Investment Advisors
Illinois
$7K
BIA
828
Bell Investment Advisors
California
$6K -$5.92K -27 -46%
ACM
829
Antonetti Capital Management
Florida
$6K
CWA
830
Carolina Wealth Advisors
South Carolina
$6K
TWA
831
TCI Wealth Advisors
Arizona
$6K +$876 +4 +14%
NFSG
832
Newbridge Financial Services Group
Florida
$6K +$2.85K +13 +72%
BTI
833
Blue Trust Inc
Georgia
$6K +$3.29K +15 +150%
WAM
834
Worth Asset Management
Texas
$5K -$11.8K -54 -65%
CMP
835
Coston McIsaac & Partners
Maine
$5K
MA
836
MUFG Americas
New York
$5K
PWMG
837
Prestige Wealth Management Group
New Jersey
$5K
TIM
838
Tortoise Investment Management
New York
$5K
CAL
839
Capital Advisors Ltd
Ohio
$5K +$4.38K +20 +222%
SC
840
Schubert & Co
Texas
$4K -$438 -2 -8%
BBPWM
841
Blue Bell Private Wealth Management
Pennsylvania
$4K
FRA
842
Front Row Advisors
California
$4K
HWA
843
HHM Wealth Advisors
Tennessee
$4K
HI
844
Hudock Inc
Pennsylvania
$4K
KC
845
Kenfarb & Co
Kentucky
$4K
AAP
846
Arax Advisory Partners
Colorado
$4K +$5.04K +23 New
BCWM
847
Bartlett & Co Wealth Management
Ohio
$3.44K
GEA
848
Glen Eagle Advisors
New Jersey
$3.44K +$4.16K +19 New
PI
849
PFS Investments
Georgia
$3.27K +$61.1K +279 +2%
AssetMark Inc
850
AssetMark Inc
California
$3K -$1.53K -7 -32%

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.