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887 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, 327 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 74

1.61% more ownership

Funds ownership: 86.08%87.69% (+1.6%)

0% more funds holding

Funds holding: 884887 (+3)

3% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 338

16% less capital invested

Capital invested by funds: $35.3B → $29.7B (-$5.65B)

29% less funds holding in top 10

Funds holding in top 10: 3424 (-10)

54% less call options, than puts

Call options by funds: $35.5M | Put options by funds: $77.6M

Holders
887
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.28%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.41%
New
86
Increased
327
Reduced
338
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
901
Ativo Capital Management
Illinois
-$1.18M -5,417 Closed
CC
902
Cipher Capital
New York
-$804K -3,706 Closed
CIC
903
Cornercap Investment Counsel
Georgia
-$804K -3,704 Closed
AI
904
AdvisorShares Investments
Maryland
-$725K -3,340 Closed
ARI
905
Applied Research Investments
Delaware
-$599K -2,762 Closed
ARC
906
Advisor Resource Council
Texas
-$377K -1,739 Closed
CAM
907
Cresset Asset Management
Illinois
-$248K -1,482 Closed
CWS
908
Cypress Wealth Services
California
-$305K -1,407 Closed
BL
909
Balentine LLC
Georgia
-$304K -1,401 Closed
OWA
910
One Wealth Advisors
California
-$297K -1,367 Closed
SCF
911
Sante Capital Fund
Texas
-$290K -1,336 Closed
CI
912
Conning Inc
Connecticut
-$262K -1,208 Closed
Kovitz Investment Group Partners
913
Kovitz Investment Group Partners
Illinois
-$262K -1,207 Closed
BWP
914
BSW Wealth Partners
Colorado
-$259K -1,192 Closed
CSPIA
915
Cary Street Partners Investment Advisory
Virginia
-$243K -1,119 Closed
Cetera Investment Advisers
916
Cetera Investment Advisers
Illinois
-$240K -1,107 Closed
GIA
917
Gateway Investment Advisers
Ohio
-$240K -1,107 Closed
NW
918
NewEdge Wealth
Pennsylvania
-$237K -1,091 Closed
AFAS
919
Acorn Financial Advisory Services
Virginia
-$229K -1,054 Closed
BPA
920
Beacon Pointe Advisors
California
-$227K -1,040 Closed
BWM
921
Buckley Wealth Management
Nevada
-$225K -1,035 Closed
CIM
922
CIM Investment Management
Pennsylvania
-$225K -1,035 Closed
BAAM
923
Baker Avenue Asset Management
California
-$223K -1,028 Closed
STA
924
Summit Trail Advisors
New York
-$219K -1,011 Closed
CWS
925
Confluence Wealth Services
Pennsylvania
-$243K -1,005 Closed

IQV Hedge Fund Activity: Q3 2022 in Review

887 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2022, worth a combined $29.7B — down 16% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IQV positions and 74 closed out — a net gain of 12 holders — while 327 added to existing stakes and 338 trimmed.

The largest buyer was Mitsubishi UFJ Asset Management, adding an estimated $275M. The largest seller was Allianz Asset Management, cutting an estimated $233M.

  • 887 institutional investors held IQVIA (IQV) as of Q3 2022, up from 884 in Q2 2022.
  • Funds reported $29.7B of IQVIA stock for Q3 2022, down 16% quarter-over-quarter.
  • 86 funds opened new IQVIA positions in Q3 2022 and 74 closed out, a net change of +12 holders.
  • The largest IQVIA buyer in Q3 2022 was Mitsubishi UFJ Asset Management, an estimated $275M added.
  • The largest IQVIA seller in Q3 2022 was Allianz Asset Management, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2022.