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IQVIA
IQV

Overview Fund Activity

892 hedge funds and large institutions have $38.1B invested in IQVIA in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 348 increasing their positions, 327 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
-41
Holders Change %
-4.39%
% of All Funds
14.12%
Holding in Top 10
32
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.81%
% of All Funds
0.51%
New
80
Increased
348
Reduced
327
Closed
109
Calls
$84.6M
Puts
$113M
Net Calls
-$28.4M
Net Calls Change
-$37.9M

Top Buyers

1
NCMU
NAYA Capital Management (UK)
United Kingdom
$203M
2
Parnassus Investments
Parnassus Investments
California
$176M
3
Boston Partners
Boston Partners
Massachusetts
$124M
4
Amundi
Amundi
France
$466M
5
Morgan Stanley
Morgan Stanley
New York
$802M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$58.3M
2
Bessemer Group
Bessemer Group
New Jersey
$282M
3
ATN
AMF Tjänstepension
Sweden
$0
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$72K
5
Millennium Management
Millennium Management
New York
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
976
Amplius Wealth Advisors
Pennsylvania
– -$45K -160 Closed
ONST
977
Old North State Trust
North Carolina
– -$38K -135 Closed
CCA
978
Catalyst Capital Advisors
New York
– -$38K -134 Closed
GLLW
979
Graves Light Lenhart Wealth
Virginia
– -$28K -101 Closed
CA
980
CoreCap Advisors
Michigan
– -$20K -72 Closed
EBA
981
Eagle Bay Advisors
New York
– -$20K -72 Closed
PMFA
982
Plante Moran Financial Advisors
Michigan
– -$18K -63 Closed
DWA
983
Delos Wealth Advisors
Texas
– -$17K -61 Closed
AII
984
AGF Investments Inc
Ontario, Canada
– -$17K -59 Closed
RPCONE
985
Retirement Planning Company of New England
Rhode Island
– -$13K -48 Closed
DAM
986
Delta Asset Management
Tennessee
– -$8K -30 Closed
KFS
987
Kelly Financial Services
Massachusetts
– -$6.21K -22 Closed
EWM
988
Edge Wealth Management
New York
– -$4K -14 Closed
SFO
989
Standard Family Office
South Dakota
– -$4K -14 Closed
AP
990
Arlington Partners
Alabama
– -$2K -7 Closed
MBFW
991
Morton Brown Family Wealth
Pennsylvania
– -$2K -6 Closed
CSWM
992
Cassady Schiller Wealth Management
Ohio
– -$1K -5 Closed
BA
993
Bivin & Associates
Oklahoma
– -$1K -5 Closed
RCM
994
Raleigh Capital Management
North Carolina
– -$1K -4 Closed
CAL
995
Capital Advisors Ltd
Ohio
– -$1K -3 Closed
GAM
996
Gemmer Asset Management
California
– -$1K -3 Closed
TSW
997
Thompson Siegel & Walmsley
Virginia
– -$1K -3 Closed
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