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IQVIA
IQV

922 hedge funds and large institutions have $33.2B invested in IQVIA in 2022 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 311 increasing their positions, 371 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 67

12% more capital invested

Capital invested by funds: $29.7B → $33.2B (+$3.52B)

4% more funds holding

Funds holding: 887 → 922 (+35)

0% more funds holding in top 10

Funds holding in top 10: 24 → 24 (0)

0.2% less ownership

Funds ownership: 87.69% → 87.49% (-0.2%)

1% less call options, than puts

Call options by funds: $39.8M | Put options by funds: $40M

16% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 371

Holders
922
Holders Change
+35
Holders Change %
+3.95%
% of All Funds
14.82%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
118
Increased
311
Reduced
371
Closed
67
Calls
$39.8M
Puts
$40M
Net Calls
-$245K
Net Calls Change
+$41.9M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$490M
2
DZ Bank
DZ Bank
Germany
+$398M
3
BlackRock
BlackRock
New York
+$93.3M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$72.8M
5
Cerity Partners
Cerity Partners
New York
+$54.1M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$241M
2
Morgan Stanley
Morgan Stanley
New York
-$137M
3
HL
Harding Loevner
New Jersey
-$124M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$113M
5
PI
Putnam Investments
Massachusetts
-$97.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
976
Sage Private Wealth Group
Illinois
– -$36K -201 Closed
HR
977
Howe & Rusling
New York
– -$29K -158 Closed
CIR
978
Clear Investment Research
Georgia
– -$27K -150 Closed
EW
979
Evoke Wealth
California
– -$21K -115 Closed
CL
980
COWA LLC
Oklahoma
– -$18K -102 Closed
AIP
981
Almanack Investment Partners
Pennsylvania
– -$12K -68 Closed
MA
982
MUFG Americas
New York
– -$5K -30 Closed
HI
983
Hudock Inc
Pennsylvania
– -$4K -25 Closed
AAP
984
Arax Advisory Partners
Colorado
– -$4K -23 Closed
SSB
985
Sandy Spring Bank
Maryland
– -$2K -13 Closed
ANBT
986
American National Bank & Trust
Texas
– -$2K -12 Closed
SFO
987
Standard Family Office
South Dakota
– -$2K -10 Closed
EIP
988
Ellis Investment Partners
Pennsylvania
– -$1K -7 Closed
MA
989
MCF Advisors
Kentucky
– -$1K -7 Closed
WWP
990
WR Wealth Planners
Missouri
– -$181 -1 Closed
36 37 38 39
40

IQV Hedge Fund Activity: Q4 2022 in Review

922 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2022, worth a combined $33.2B — up 12% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new IQV positions and 67 closed out — a net gain of 51 holders — while 311 added to existing stakes and 371 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $490M. The largest seller was Ameriprise, cutting an estimated $241M.

  • 922 institutional investors held IQVIA (IQV) as of Q4 2022, up from 887 in Q3 2022.
  • Funds reported $33.2B of IQVIA stock for Q4 2022, up 12% quarter-over-quarter.
  • 118 funds opened new IQVIA positions in Q4 2022 and 67 closed out, a net change of +51 holders.
  • The largest IQVIA buyer in Q4 2022 was Fidelity Investments, an estimated $490M added.
  • The largest IQVIA seller in Q4 2022 was Ameriprise, an estimated $241M sold.

Based on aggregated 13F filings for Q4 2022.