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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 %
GCP
976
GSA Capital Partners
United Kingdom
– -$367K -1,843 Closed
Group One Trading
977
Group One Trading
Illinois
– -$343K -1,723 Closed
PTC
978
Petrus Trust Company
Texas
– -$320K -1,610 Closed
NRW
979
Nova R Wealth
Kansas
– -$295K -1,485 Closed
AI
980
Atom Investors
Texas
– -$287K -1,443 Closed
BAM
981
Blueshift Asset Management
New Jersey
– -$265K -1,330 Closed
FIM
982
Freedom Investment Management
Connecticut
– -$257K -1,290 Closed
PI
983
PineBridge Investments
New York
– -$252K -1,265 Closed
GT
984
Glenview Trust
Kentucky
– -$221K -1,111 Closed
CI
985
Conning Inc
Connecticut
– -$212K -1,068 Closed
NW
986
NewEdge Wealth
Pennsylvania
– -$211K -1,062 Closed
SC
987
Scotia Capital
Ontario, Canada
– -$208K -1,045 Closed
KI
988
Kapitalo Investimentos
Brazil
– -$143K -721 Closed
CMBA
989
C.M. Bidwell & Associates
Hawaii
– -$90.5K -455 Closed
BAM
990
Belpointe Asset Management
Nevada
– -$77K -387 Closed
EI
991
Ellevest Inc
New York
– -$70K -352 Closed
JGIA
992
Jackson Grant Investment Advisers
Connecticut
– -$68.6K -345 Closed
TCWA
993
Ten Capital Wealth Advisors
Washington
– -$53.5K -269 Closed
HT
994
Headlands Technologies
Illinois
– -$44.6K -224 Closed
FGAM
995
Financial Gravity Asset Management
Texas
– -$1.99K -199 Closed
HCM
996
Hollencrest Capital Management
California
– -$39.6K -199 Closed
ONST
997
Old North State Trust
North Carolina
– -$27K -135 Closed
TCOV
998
Trust Company of Vermont
Vermont
– -$23.9K -120 Closed
DAC
999
Dividend Assets Capital
South Carolina
– -$24K -118 Closed
ST
1000
Sageworth Trust
Pennsylvania
– -$20.3K -102 Closed
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