IQV icon

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
$932M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$671M
5
Millennium Management
Millennium Management
New York
$152M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$444M
2
TP
Third Point
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$203M
4
Invesco
Invesco
Georgia
$327M
5
Two Sigma Investments
Two Sigma Investments
New York
$5.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
851
MCF Advisors
Kentucky
$2K – – –
TFGT
852
TS Financial Group (TSFG)
Illinois
$2K – – –
S
853
Surevest
California
$2K – – –
BHWM
854
Bay Harbor Wealth Management
Maryland
$2K – – –
SC
855
Sierra Capital
Florida
$2K – – –
CTB
856
Country Trust Bank
Illinois
$2K – – –
TWP
857
TFO Wealth Partners
Ohio
$2K +$2K +8 New
CAL
858
Capital Advisors Ltd
Ohio
$2K +$2K +9 New
PMFA
859
Plante Moran Financial Advisors
Michigan
$2K +$2K +9 New
SFO
860
Standard Family Office
South Dakota
$2K +$2K +10 New
BTI
861
Blue Trust Inc
Georgia
$2K +$2K +10 New
FSWA
862
Financial Synergies Wealth Advisors
Texas
$1.74K +$1.74K +8 New
MGIM
863
M&G Investment Management
United Kingdom
$1.67K +$51 +235 +3%
DFCM
864
Dark Forest Capital Management
Puerto Rico
$1K -$26.5K -106 -96%
RCC
865
Red Cedar Capital
Nebraska
$1K – – –
CWM
866
CarsonAllaria Wealth Management
Illinois
$1K – – –
EIP
867
Ellis Investment Partners
Pennsylvania
$1K – – –
AA
868
Addison Advisors
Vermont
$1K – – –
UFF
869
USA Financial Formulas
Michigan
$1K – – –
BWM
870
BerganKDV Wealth Management
Minnesota
$1K – – –
LF
871
Lee Financial
Texas
$1K +$333 +2 +50%
GFPC
872
Global Financial Private Client
Florida
$860 – – –
BIM
873
Baldwin Investment Management
Pennsylvania
$736 -$54 -250 -7%
WA
874
WestEnd Advisors
North Carolina
$433 +$433 +2 New
TP
875
Third Point
New York
– -$254M -1,100,000 Closed
33 34
35
36 37