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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 %
CT
851
Cambridge Trust
Massachusetts
$15.3K +$15.3K +78 New
ADL
852
Asset Dedication LLC
California
$15K +$2.37K +12 +19%
RA
853
Rational Advisors
New York
$14.8K – – –
BWL
854
Bogart Wealth LLC
Virginia
$14.4K – – –
BTI
855
Blue Trust Inc
Georgia
$14K +$6.78K +31 +94%
SWA
856
Sutton Wealth Advisors
Florida
$14K +$1.97K +10 +16%
OLVIG
857
Oliver Lagore Vanvalin Investment Group
Michigan
$13.4K – – –
CT
858
Clearstead Trust
Maine
$13.4K +$13.4K +68 New
TSWM
859
Tyler-Stone Wealth Management
Ohio
$13K – – –
CAC
860
Core Alternative Capital
Georgia
$13K – – –
ME
861
McIlrath & Eck
Washington
$12.8K – – –
CMA
862
Cedar Mountain Advisors
Oregon
$12.8K – – –
EL
863
EMFO LLC
Florida
$12.8K – – –
Jones Financial Companies
864
Jones Financial Companies
Missouri
$12.4K +$5.9K +30 +91%
LFG
865
Larson Financial Group
Missouri
$11.8K – – –
BCMLT
866
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.2K – – –
WWP
867
WR Wealth Planners
Missouri
$11.2K +$1.97K +10 +21%
GKIM
868
GW&K Investment Management
Massachusetts
$11K +$196 +1 +2%
HI
869
Hoey Investments
Pennsylvania
$10.6K -$10.2K -52 -49%
SFG
870
Steward Financial Group
Texas
$10K +$10K +53 New
MCM
871
Manchester Capital Management
Vermont
$9.84K – – –
RAM
872
Riggs Asset Management
Pennsylvania
$9.84K – – –
EBA
873
Eagle Bay Advisors
New York
$9.25K +$1.57K +8 +21%
PWMG
874
Prestige Wealth Management Group
New Jersey
$8.07K – – –
BSB
875
Bangor Savings Bank
Maine
$7.87K +$7.87K +40 New
33 34
35
36 37