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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 %
CAM
926
ClariVest Asset Management
California
$1K -$5.38K -43 -84%
AW
927
Avion Wealth
Texas
$1K +$545 +6 +120%
WWM
928
Wolff Wiese Magana
California
$984 – – –
PCTC
929
Perkins Coie Trust Company
Washington
$983 +$983 +5 New
SSB
930
Sandy Spring Bank
Maryland
$787 -$10.4K -53 -93%
MIM
931
Macroview Investment Management
Maryland
$787 +$787 +4 New
GFPC
932
Global Financial Private Client
Florida
$776 – – –
TWD
933
True Wealth Design
Ohio
$591 – – –
CWM
934
CarsonAllaria Wealth Management
Illinois
$590 – – –
WA
935
WestEnd Advisors
North Carolina
$590 +$590 +3 New
UFF
936
USA Financial Formulas
Michigan
$394 -$394 -2 -50%
SWA
937
SOA Wealth Advisors
New York
$197 – – –
CPG
938
Cornerstone Planning Group
New Jersey
$197 +$197 +1 New
DFO
939
Duquesne Family Office
New York
– -$44.7M -198,760 Closed
Balyasny Asset Management
940
Balyasny Asset Management
Illinois
– -$40.4M -179,942 Closed
RG
941
Redmile Group
California
– -$21.2M -94,409 Closed
KWILP
942
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$6.44M -28,648 Closed
Holocene Advisors
943
Holocene Advisors
New York
– -$5.91M -26,290 Closed
WP
944
Woodline Partners
California
– -$5.8M -25,806 Closed
WorldQuant Millennium Advisors
945
WorldQuant Millennium Advisors
New York
– -$4.47M -19,879 Closed
MAM
946
Meeder Asset Management
Ohio
– -$3.98M -17,717 Closed
NONA
947
Ninety One North America
New York
– -$3.41M -15,161 Closed
CCM
948
Cinctive Capital Management
New York
– -$3.15M -14,001 Closed
PI
949
PEAK6 Investments
Illinois
– -$2.02M -8,986 Closed
Jacobs Levy Equity Management
950
Jacobs Levy Equity Management
New Jersey
– -$1.91M -8,502 Closed
36 37
38
39 40