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IQVIA
IQV

Overview Fund Activity

884 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, 326 increasing their positions, 336 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
884
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.29%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.42%
New
86
Increased
326
Reduced
336
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M

Top Buyers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$228M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$187M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$156M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$83.5M
5
Marshall Wace
Marshall Wace
United Kingdom
+$64.4M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$193M
2
Citadel Advisors
Citadel Advisors
Florida
-$160M
3
Millennium Management
Millennium Management
New York
-$114M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$84.7M
5
LP
Longview Partners
Guernsey
-$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
826
Antonetti Capital Management
Florida
$6K – – –
CWA
827
Carolina Wealth Advisors
South Carolina
$6K – – –
TWA
828
TCI Wealth Advisors
Arizona
$6K +$727 +4 +14%
NFSG
829
Newbridge Financial Services Group
Florida
$6K +$2.52K +13 +72%
BTI
830
Blue Trust Inc
Georgia
$6K +$3.6K +15 +150%
WAM
831
Worth Asset Management
Texas
$5K -$9.31K -54 -65%
CMP
832
Coston McIsaac & Partners
Maine
$5K – – –
MA
833
MUFG Americas
New York
$5K – – –
TIM
834
Tortoise Investment Management
New York
$5K – – –
PWMG
835
Prestige Wealth Management Group
New Jersey
$5K – – –
CAL
836
Capital Advisors Ltd
Ohio
$5K +$3.45K +20 +222%
SC
837
Schubert & Co
Texas
$4K -$364 -2 -8%
HI
838
Hudock Inc
Pennsylvania
$4K – – –
HWA
839
HHM Wealth Advisors
Tennessee
$4K – – –
BBPWM
840
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
KC
841
Kenfarb & Co
Kentucky
$4K – – –
FRA
842
Front Row Advisors
California
$4K – – –
AAP
843
Arax Advisory Partners
Colorado
$4K +$4K +23 New
BCWM
844
Bartlett & Co Wealth Management
Ohio
$3.44K – – –
GEA
845
Glen Eagle Advisors
New Jersey
$3.44K +$3.44K +19 New
PI
846
PFS Investments
Georgia
$3.27K +$51 +279 +2%
AssetMark Inc
847
AssetMark Inc
California
$3K -$1.4K -7 -32%
WB
848
Webster Bank
Connecticut
$3K – – –
BC
849
Bartlett & Co
Ohio
$3K – – –
TFM
850
TFC Financial Management
Massachusetts
$3K – – –
32 33
34
35 36