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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 %
RL
876
Rogco LP
Oklahoma
$7.87K +$7.87K +40 New
AWM
877
Avior Wealth Management
Nebraska
$7.67K +$6.49K +33 +550%
CFD
878
Creative Financial Designs
Indiana
$7.67K +$7.67K +39 New
CHC
879
City Holding Co
West Virginia
$7.28K +$7.28K +37 New
HDIM
880
Hanson & Doremus Investment Management
Vermont
$7K – – –
CAM
881
Close Asset Management
United Kingdom
$7K – – –
ACM
882
Antonetti Capital Management
Florida
$6.89K – – –
HGERS
883
Householder Group Estate & Retirement Specialist
Arizona
$6.89K +$6.89K +35 New
TIM
884
Tortoise Investment Management
New York
$6.49K +$590 +3 +10%
CWA
885
Carolina Wealth Advisors
South Carolina
$6.49K – – –
AWM
886
Abound Wealth Management
Tennessee
$6.1K +$394 +2 +7%
DAM
887
Delta Asset Management
Tennessee
$5.9K – – –
Group One Trading
888
Group One Trading
Illinois
$5.9K +$5.9K +30 New
AF
889
Advisornet Financial
Minnesota
$5.71K -$10.2K -52 -64%
CB
890
CNB Bank
Pennsylvania
$5.51K +$5.51K +28 New
SL
891
Salomon & Ludwin
Virginia
$5.51K +$5.51K +28 New
MFT
892
Moisand Fitzgerald Tamayo
Florida
$5.31K – – –
BIA
893
Bell Investment Advisors
California
$5.31K +$787 +4 +17%
CAL
894
Capital Advisors Ltd
Ohio
$5K -$870 -4 -15%
CMP
895
Coston McIsaac & Partners
Maine
$5K – – –
IBOK
896
Independence Bank of Kentucky
Kentucky
$4.92K +$2.76K +14 +127%
MTIC
897
Missouri Trust & Investment Company
Missouri
$4.72K – – –
KC
898
Kenfarb & Co
Kentucky
$4.72K – – –
VWM
899
Venturi Wealth Management
Texas
$4.72K +$4.13K +21 +700%
HWA
900
HHM Wealth Advisors
Tennessee
$4.53K – – –
34 35
36
37 38