IQV icon

IQVIA
IQV

Overview Fund Activity

884 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, 326 increasing their positions, 336 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
884
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.29%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.42%
New
86
Increased
326
Reduced
336
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M

Top Buyers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$228M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$187M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$156M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$83.5M
5
Marshall Wace
Marshall Wace
United Kingdom
+$64.4M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$193M
2
Citadel Advisors
Citadel Advisors
Florida
-$160M
3
Millennium Management
Millennium Management
New York
-$114M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$84.7M
5
LP
Longview Partners
Guernsey
-$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
901
AdvisorShares Investments
Maryland
– -$725K -3,340 Closed
ARI
902
Applied Research Investments
Delaware
– -$599K -2,762 Closed
ARC
903
Advisor Resource Council
Texas
– -$377K -1,739 Closed
CAM
904
Cresset Asset Management
Illinois
– -$248K -1,482 Closed
CWS
905
Cypress Wealth Services
California
– -$305K -1,407 Closed
BL
906
Balentine LLC
Georgia
– -$304K -1,401 Closed
OWA
907
One Wealth Advisors
California
– -$297K -1,367 Closed
SCF
908
Sante Capital Fund
Texas
– -$290K -1,336 Closed
CI
909
Conning Inc
Connecticut
– -$262K -1,208 Closed
Kovitz Investment Group Partners
910
Kovitz Investment Group Partners
Illinois
– -$262K -1,207 Closed
BWP
911
BSW Wealth Partners
Colorado
– -$259K -1,192 Closed
CSPIA
912
Cary Street Partners Investment Advisory
Virginia
– -$243K -1,119 Closed
Cetera Investment Advisers
913
Cetera Investment Advisers
Illinois
– -$240K -1,107 Closed
GIA
914
Gateway Investment Advisers
Ohio
– -$240K -1,107 Closed
NW
915
NewEdge Wealth
Pennsylvania
– -$237K -1,091 Closed
AFAS
916
Acorn Financial Advisory Services
Virginia
– -$229K -1,054 Closed
BPA
917
Beacon Pointe Advisors
California
– -$227K -1,040 Closed
CIM
918
CIM Investment Management
Pennsylvania
– -$225K -1,035 Closed
BWM
919
Buckley Wealth Management
Nevada
– -$225K -1,035 Closed
BAAM
920
Baker Avenue Asset Management
California
– -$223K -1,028 Closed
STA
921
Summit Trail Advisors
New York
– -$219K -1,011 Closed
CWS
922
Confluence Wealth Services
Pennsylvania
– -$243K -1,005 Closed
GF
923
Gabelli Funds
New York
– -$217K -1,000 Closed
FAIM
924
Financial Advocates Investment Management
Washington
– -$207K -955 Closed
PNAA
925
Pictet North America Advisors
Switzerland
– -$205K -943 Closed
34 35 36
37
38