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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 %
BG
901
Bollard Group
Massachusetts
$3K +$3K +15 New
DI
902
Disciplined Investments
Oklahoma
$2.92K -$674 -3 -19%
AssetMark Inc
903
AssetMark Inc
California
$2.92K – – –
SIC
904
SJS Investment Consulting
Ohio
$2.7K +$450 +2 +20%
NC
905
NewSquare Capital
Pennsylvania
$2.7K – – –
LF
906
Lee Financial
Texas
$2.47K – – –
IBOK
907
Independence Bank of Kentucky
Kentucky
$2.47K +$2.47K +11 New
WP
908
WealthPLAN Partners
Nebraska
$2.25K – – –
RFG
909
RFP Financial Group
Georgia
$2.02K – – –
FA
910
Fiduciary Alliance
South Carolina
$1.8K +$1.8K +8 New
CCP
911
Cunning Capital Partners
North Carolina
$1.66K -$1.47M -7,400 Closed
FSWA
912
Financial Synergies Wealth Advisors
Texas
$1.57K -$225 -1 -13%
NSIM
913
North Star Investment Management
Illinois
$1.57K – – –
VCM
914
Versant Capital Management
Arizona
$1.57K +$1.57K +7 New
BWM
915
BerganKDV Wealth Management
Minnesota
$1.35K -$450 -2 -25%
TCA
916
Trifecta Capital Advisors
Illinois
$1.35K – – –
AWM
917
Avior Wealth Management
Nebraska
$1.35K – – –
WWM
918
Wolff Wiese Magana
California
$1.12K – – –
SF
919
Safeguard Financial
Wisconsin
$1K +$1K +3 New
AW
920
Avion Wealth
Texas
$1K +$1K +5 New
UFF
921
USA Financial Formulas
Michigan
$899 – – –
GFPC
922
Global Financial Private Client
Florida
$884 – – –
TWD
923
True Wealth Design
Ohio
$675 – – –
VWM
924
Venturi Wealth Management
Texas
$675 +$675 +3 New
CWM
925
CarsonAllaria Wealth Management
Illinois
$674 – – –
35 36
37
38 39