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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 %
JFGIW
826
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.8K -$7.08K -36 -21%
MAM
827
Magellan Asset Management
Australia
$26.4K – – –
BLC
828
Brown, Lisle/Cummings
Rhode Island
$26K – – –
FMII
829
Farmers & Merchants Investments Inc
Nebraska
$25.6K +$984 +5 +4%
FFA
830
Farther Finance Advisors
California
$24.1K +$12.4K +63 +107%
DMKJ
831
David M. Knott Jr
$24K – – –
VAG
832
VisionPoint Advisory Group
Texas
$23.6K +$23.6K +120 New
BCM
833
BluePath Capital Management
Georgia
$23.6K +$23.6K +120 New
CYG
834
Clean Yield Group
Vermont
$23.3K – – –
GWSA
835
Global Wealth Strategies & Associates
Colorado
$23.2K – – –
Fuller & Thaler Asset Management
836
Fuller & Thaler Asset Management
California
$22.4K +$9.25K +47 +70%
CWC
837
Carolinas Wealth Consulting
North Carolina
$22.1K -$7.96K -44 -27%
C
838
Covestor
United Kingdom
$22K -$807 -4 -4%
JWA
839
JFS Wealth Advisors
Pennsylvania
$20.7K +$9.25K +47 +81%
CB
840
Community Bank
New York
$19.7K – – –
DSC
841
Duncker Streett & Co
Missouri
$19.7K – – –
BCM
842
Blume Capital Management
California
$19.7K – – –
UB
843
UMB Bank
Missouri
$19.3K – – –
FMP
844
Financial Management Professionals
Texas
$19K +$400 +2 +2%
EARNEST Partners
845
EARNEST Partners
Georgia
$17.9K – – –
NFSG
846
Newbridge Financial Services Group
Florida
$16.9K – – –
RTC
847
Riverview Trust Company
Washington
$16.7K – – –
CUAMC
848
China Universal Asset Management Company
China
$16.5K – – –
HI
849
Harbour Investments
Wisconsin
$16.3K -$27K -137 -62%
HCP
850
Hexagon Capital Partners
Arkansas
$15.7K +$3.94K +20 +33%
32 33
34
35 36