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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
$247M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$214M
3
AllianceBernstein
AllianceBernstein
Tennessee
$934M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$174M
5
Marshall Wace
Marshall Wace
United Kingdom
$75.7M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$5.43M
2
Citadel Advisors
Citadel Advisors
Florida
$48M
3
Millennium Management
Millennium Management
New York
$12.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$88.6M
5
LP
Longview Partners
Guernsey
$442M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
851
TFC Financial Management
Massachusetts
$3K – – –
DI
852
Disciplined Investments
Oklahoma
$3K +$563 +3 +23%
MFT
853
Moisand Fitzgerald Tamayo
Florida
$3K +$3K +15 New
SIS
854
Sound Income Strategies
Florida
$2K -$3K -15 -60%
SC
855
Sierra Capital
Florida
$2K – – –
SFO
856
Standard Family Office
South Dakota
$2K – – –
CTB
857
Country Trust Bank
Illinois
$2K – – –
S
858
Surevest
California
$2K – – –
BHWM
859
Bay Harbor Wealth Management
Maryland
$2K +$167 +1 +9%
NC
860
NewSquare Capital
Pennsylvania
$2K +$2K +12 New
ANBT
861
American National Bank & Trust
Texas
$2K +$2K +12 New
SSB
862
Sandy Spring Bank
Maryland
$2K +$2K +13 New
MOS
863
MGO One Seven
Ohio
$1.98K +$726 +907 +58%
MGIM
864
M&G Investment Management
United Kingdom
$1.4K +$8 +46 +0.6%
MA
865
MCF Advisors
Kentucky
$1K – – –
UFF
866
USA Financial Formulas
Michigan
$1K – – –
BWM
867
BerganKDV Wealth Management
Minnesota
$1K – – –
RCC
868
Red Cedar Capital
Nebraska
$1K – – –
EIP
869
Ellis Investment Partners
Pennsylvania
$1K – – –
CWM
870
CarsonAllaria Wealth Management
Illinois
$1K – – –
TFGT
871
TS Financial Group (TSFG)
Illinois
$1K – – –
AA
872
Addison Advisors
Vermont
$1K – – –
SIC
873
SJS Investment Consulting
Ohio
$1K +$1K +6 New
CFB
874
Cullen/Frost Bankers
Texas
$1K +$1K +7 New
FSWA
875
Financial Synergies Wealth Advisors
Texas
$906 -$544 -3 -38%
33 34
35
36 37