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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 %
LFG
851
Larson Financial Group
Missouri
$13.5K – – –
FFA
852
Farther Finance Advisors
California
$13.3K +$4.3K +19 +48%
JWA
853
JFS Wealth Advisors
Pennsylvania
$13K +$225 +1 +2%
SSB
854
Sandy Spring Bank
Maryland
$12.8K +$11.9K +53 +1,325%
EWM
855
Endurance Wealth Management
Rhode Island
$12K – – –
GKIM
856
GW&K Investment Management
Massachusetts
$12K +$11.8K +54 +5,400%
MCM
857
Manchester Capital Management
Vermont
$11.2K -$76.9K -342 -87%
RAM
858
Riggs Asset Management
Pennsylvania
$11.2K – – –
BCMLT
859
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.2K +$11.2K +50 New
CAM
860
ClariVest Asset Management
California
$11K – – –
WWP
861
WR Wealth Planners
Missouri
$10.6K +$225 +1 +2%
PWMG
862
Prestige Wealth Management Group
New Jersey
$9.22K – – –
RMA
863
Roffman Miller Associates
Pennsylvania
$8.99K +$8.99K +40 New
EBA
864
Eagle Bay Advisors
New York
$8.77K -$1.12K -5 -11%
HDIM
865
Hanson & Doremus Investment Management
Vermont
$8K -$24K -108 -75%
CAM
866
Close Asset Management
United Kingdom
$8K – – –
ACM
867
Antonetti Capital Management
Florida
$7.87K – – –
Jones Financial Companies
868
Jones Financial Companies
Missouri
$7.42K – – –
CWA
869
Carolina Wealth Advisors
South Carolina
$7.42K – – –
DAM
870
Delta Asset Management
Tennessee
$6.74K – – –
TIM
871
Tortoise Investment Management
New York
$6.74K – – –
GBT
872
Grove Bank & Trust
Florida
$6.74K – – –
AWM
873
Abound Wealth Management
Tennessee
$6.52K – – –
WAM
874
Worth Asset Management
Texas
$6.52K – – –
MFT
875
Moisand Fitzgerald Tamayo
Florida
$6.07K – – –
33 34
35
36 37