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887 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, 327 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 74

1.61% more ownership

Funds ownership: 86.08%87.69% (+1.6%)

0% more funds holding

Funds holding: 884887 (+3)

3% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 338

16% less capital invested

Capital invested by funds: $35.3B → $29.7B (-$5.65B)

29% less funds holding in top 10

Funds holding in top 10: 3424 (-10)

54% less call options, than puts

Call options by funds: $35.5M | Put options by funds: $77.6M

Holders
887
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.28%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.41%
New
86
Increased
327
Reduced
338
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
851
Bartlett & Co
Ohio
$3K
RCM
852
Raleigh Capital Management
North Carolina
$3K
TFM
853
TFC Financial Management
Massachusetts
$3K
WB
854
Webster Bank
Connecticut
$3K
DI
855
Disciplined Investments
Oklahoma
$3K +$657 +3 +23%
MFT
856
Moisand Fitzgerald Tamayo
Florida
$3K +$3.29K +15 New
SIS
857
Sound Income Strategies
Florida
$2K -$3.29K -15 -60%
CTB
858
Country Trust Bank
Illinois
$2K
SC
859
Sierra Capital
Florida
$2K
SFO
860
Standard Family Office
South Dakota
$2K
S
861
Surevest
California
$2K
BHWM
862
Bay Harbor Wealth Management
Maryland
$2K +$219 +1 +9%
ANBT
863
American National Bank & Trust
Texas
$2K +$2.63K +12 New
NC
864
NewSquare Capital
Pennsylvania
$2K +$2.63K +12 New
SSB
865
Sandy Spring Bank
Maryland
$2K +$2.85K +13 New
MOS
866
MGO One Seven
Ohio
$1.98K +$199K +907 +58%
MGIM
867
M&G Investment Management
United Kingdom
$1.4K +$10.1K +46 +0.6%
AA
868
Addison Advisors
Vermont
$1K
BWM
869
BerganKDV Wealth Management
Minnesota
$1K
CWM
870
CarsonAllaria Wealth Management
Illinois
$1K
EIP
871
Ellis Investment Partners
Pennsylvania
$1K
MA
872
MCF Advisors
Kentucky
$1K
RCC
873
Red Cedar Capital
Nebraska
$1K
TFGT
874
TS Financial Group (TSFG)
Illinois
$1K
UFF
875
USA Financial Formulas
Michigan
$1K

IQV Hedge Fund Activity: Q3 2022 in Review

887 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2022, worth a combined $29.7B — down 16% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IQV positions and 74 closed out — a net gain of 12 holders — while 327 added to existing stakes and 338 trimmed.

The largest buyer was Mitsubishi UFJ Asset Management, adding an estimated $275M. The largest seller was Allianz Asset Management, cutting an estimated $233M.

  • 887 institutional investors held IQVIA (IQV) as of Q3 2022, up from 884 in Q2 2022.
  • Funds reported $29.7B of IQVIA stock for Q3 2022, down 16% quarter-over-quarter.
  • 86 funds opened new IQVIA positions in Q3 2022 and 74 closed out, a net change of +12 holders.
  • The largest IQVIA buyer in Q3 2022 was Mitsubishi UFJ Asset Management, an estimated $275M added.
  • The largest IQVIA seller in Q3 2022 was Allianz Asset Management, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2022.