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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 %
BCM
826
Blume Capital Management
California
$22.5K – – –
CB
827
Community Bank
New York
$22.5K – – –
UB
828
UMB Bank
Missouri
$22K – – –
FMP
829
Financial Management Professionals
Texas
$21K +$4.97K +22 +31%
EARNEST Partners
830
EARNEST Partners
Georgia
$20.5K – – –
FCAG
831
First Capital Advisors Group
New Jersey
$20K +$20K +89 New
NFSG
832
Newbridge Financial Services Group
Florida
$19.3K – – –
RTC
833
Riverview Trust Company
Washington
$19.1K – – –
CUAMC
834
China Universal Asset Management Company
China
$18.9K – – –
AF
835
Advisornet Financial
Minnesota
$18.2K +$2.47K +11 +16%
WPA
836
West Paces Advisors
Georgia
$17.1K – – –
TAIM
837
TD Ameritrade Investment Management
Nebraska
$17K -$3.09K -14 -15%
BWA
838
BDO Wealth Advisors
Florida
$16.6K +$4.5K +20 +37%
BWL
839
Bogart Wealth LLC
Virginia
$16.4K – – –
OLVIG
840
Oliver Lagore Vanvalin Investment Group
Michigan
$15.3K – – –
Fuller & Thaler Asset Management
841
Fuller & Thaler Asset Management
California
$15.1K – – –
TSWM
842
Tyler-Stone Wealth Management
Ohio
$15K +$15K +65 New
RA
843
Rational Advisors
New York
$14.8K – – –
CAC
844
Core Alternative Capital
Georgia
$14.8K +$1.57K +7 +12%
EL
845
EMFO LLC
Florida
$14.6K – – –
ME
846
McIlrath & Eck
Washington
$14.6K – – –
CMA
847
Cedar Mountain Advisors
Oregon
$14.6K – – –
ADL
848
Asset Dedication LLC
California
$14K -$2.19K -10 -14%
SWA
849
Sutton Wealth Advisors
Florida
$13.7K +$225 +1 +2%
HCP
850
Hexagon Capital Partners
Arkansas
$13.5K -$5.84K -26 -30%
32 33
34
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