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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
$1.55B
2
ATN
AMF Tjänstepension
Sweden
$148M
3
EAM
Eagle Asset Management
Florida
$103M
4
DZ Bank
DZ Bank
Germany
$92.5M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$53.4M

Top Sellers

1
LAM
L2 Asset Management
Massachusetts
$2.29M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$653M
3
FCM
Farallon Capital Management
California
$544M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.01B
5
BlackRock
BlackRock
New York
$2.93B
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
901
PFS Partners
New Jersey
$4.53K – – –
GBT
902
Grove Bank & Trust
Florida
$4.53K -$1.38K -7 -23%
FRA
903
Front Row Advisors
California
$4.53K – – –
BBPWM
904
Blue Bell Private Wealth Management
Pennsylvania
$4.33K – – –
AssetMark Inc
905
AssetMark Inc
California
$4.33K +$1.77K +9 +69%
CSC
906
Caldwell Sutter Capital
California
$4.13K – – –
SIA
907
SkyView Investment Advisors
New Jersey
$4K – – –
RBC
908
Roble Belko & Company
Pennsylvania
$4K +$4K +20 New
TFM
909
TFC Financial Management
Massachusetts
$3.94K – – –
PC
910
Pier Capital
Connecticut
$3.54K – – –
RTL
911
Red Tortoise LLC
Georgia
$3.35K – – –
WB
912
Webster Bank
Connecticut
$3.15K – – –
TFGT
913
TS Financial Group (TSFG)
Illinois
$3K – – –
SIC
914
SJS Investment Consulting
Ohio
$2.95K +$590 +3 +25%
SIS
915
Sound Income Strategies
Florida
$2.36K -$1.18K -6 -33%
NC
916
NewSquare Capital
Pennsylvania
$2.36K – – –
LF
917
Lee Financial
Texas
$2.17K – – –
IRC
918
Investors Research Corp
Georgia
$2.16K +$2.16K +11 New
VNA
919
Valley National Advisers
Pennsylvania
$2K +$2K +10 New
RFG
920
RFP Financial Group
Georgia
$1.77K – – –
TCA
921
Trifecta Capital Advisors
Illinois
$1.77K +$590 +3 +50%
FSWA
922
Financial Synergies Wealth Advisors
Texas
$1.38K – – –
NSIM
923
North Star Investment Management
Illinois
$1.38K – – –
VCM
924
Versant Capital Management
Arizona
$1.38K – – –
ECM
925
Everence Capital Management
Indiana
$1.12K – – –
35 36
37
38 39