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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
$368M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.34B
4
FCM
Farallon Capital Management
California
$869M
5
Citadel Advisors
Citadel Advisors
Florida
$146M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$39.9M
2
DZ Bank
DZ Bank
Germany
$42.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.03B
4
American Century Companies
American Century Companies
Missouri
$181M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$219K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
876
Blue Trust Inc
Georgia
$6K -$10.7K -59 -64%
CMP
877
Coston McIsaac & Partners
Maine
$6K – – –
CAL
878
Capital Advisors Ltd
Ohio
$6K +$4.89K +22 +440%
KC
879
Kenfarb & Co
Kentucky
$5.39K – – –
BAAM
880
Baker Avenue Asset Management
California
$5.39K +$2.25K +10 +71%
MTIC
881
Missouri Trust & Investment Company
Missouri
$5.39K +$5.39K +24 New
BIA
882
Bell Investment Advisors
California
$5.17K -$225 -1 -4%
HWA
883
HHM Wealth Advisors
Tennessee
$5.17K – – –
PP
884
PFS Partners
New Jersey
$5.17K +$5.17K +23 New
FRA
885
Front Row Advisors
California
$5K – – –
SIA
886
SkyView Investment Advisors
New Jersey
$5K +$2.73K +12 +120%
BBPWM
887
Blue Bell Private Wealth Management
Pennsylvania
$4.95K – – –
CSC
888
Caldwell Sutter Capital
California
$4.72K +$4.05K +18 +600%
TFM
889
TFC Financial Management
Massachusetts
$4.5K +$1.35K +6 +43%
FCFS
890
First Command Financial Services
Texas
$4.5K +$4.5K +20 New
FCB
891
First Command Bank
Texas
$4.5K +$4.5K +20 New
BCWM
892
Bartlett & Co Wealth Management
Ohio
$4.27K – – –
KFI
893
Key Financial Inc
Pennsylvania
$4.27K +$4.27K +19 New
SIS
894
Sound Income Strategies
Florida
$4.05K – – –
PC
895
Pier Capital
Connecticut
$4.05K +$4.05K +18 New
BC
896
Bartlett & Co
Ohio
$4K – – –
RTL
897
Red Tortoise LLC
Georgia
$3.82K – – –
WB
898
Webster Bank
Connecticut
$3.6K – – –
KFP
899
KB Financial Partners
New Jersey
$3K -$58.8K -255 -95%
TFGT
900
TS Financial Group (TSFG)
Illinois
$3K +$1.39K +6 +86%
34 35
36
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