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887 hedge funds and large institutions have $29.7B invested in IQVIA in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 74

1.61% more ownership

Funds ownership: 86.08%87.69% (+1.6%)

0% more funds holding

Funds holding: 884887 (+3)

3% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 338

16% less capital invested

Capital invested by funds: $35.3B → $29.7B (-$5.65B)

29% less funds holding in top 10

Funds holding in top 10: 3424 (-10)

54% less call options, than puts

Call options by funds: $35.5M | Put options by funds: $77.6M

Holders
887
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.28%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.41%
New
86
Increased
327
Reduced
338
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
201
Nicholas Company
Wisconsin
$14.2M
Bank Julius Baer & Co
202
Bank Julius Baer & Co
Switzerland
$14.2M -$552K -2,521 -3%
Vontobel Holding
203
Vontobel Holding
Switzerland
$14.1M -$1.56M -7,120 -8%
Assenagon Asset Management
204
Assenagon Asset Management
Luxembourg
$14.1M +$4.37M +19,956 +34%
Man Group
205
Man Group
United Kingdom
$13.9M +$16.8M +76,707 New
Baird Financial Group
206
Baird Financial Group
Wisconsin
$13.6M -$462K -2,108 -3%
CCM
207
Chilton Capital Management
Texas
$13.4M +$16.2M +74,009 New
EB
208
Eastern Bank
Massachusetts
$13.2M -$55.4K -253 -0.3%
CWM
209
Curi Wealth Management
North Carolina
$13.2M +$1.37M +6,253 +9%
CCM
210
Corsair Capital Management
New York
$13M -$1.97K -9 -0%
Millennium Management
211
Millennium Management
New York
$12.7M -$138M -630,499 -90%
TCM
212
Tekla Capital Management
Massachusetts
$12.3M -$3.61M -16,486 -20%
SW
213
SVB Wealth
Massachusetts
$11.9M -$257K -1,175 -2%
QC
214
Quadrature Capital
United Kingdom
$11.8M +$13.2M +60,208 +1,229%
QIM
215
Quest Investment Management
Oregon
$11.5M +$2.11M +9,636 +18%
FPCM
216
Financial Partners Capital Management
New York
$11.5M -$132K -603 -0.9%
SSWM
217
Sheets Smith Wealth Management
North Carolina
$11.4M
Cerity Partners
218
Cerity Partners
New York
$11.4M +$9.2M +42,009 +200%
IAIM
219
Industrial Alliance Investment Management
Quebec, Canada
$11.3M +$213K +970 +2%
AIG
220
American International Group
New York
$11.2M -$451K -2,059 -3%
Retirement Systems of Alabama
221
Retirement Systems of Alabama
Alabama
$11.2M -$175K -799 -1%
BCI
222
Brinker Capital Investments
Pennsylvania
$11.2M +$2.31M +10,547 +21%
VLKIM
223
Van Lanschot Kempen Investment Management
Netherlands
$11.2M -$4.6K -21 -0%
MAM
224
Mastrapasqua Asset Management
Tennessee
$11M +$381K +1,740 +3%
ACP
225
Ashfield Capital Partners
California
$11M -$213K -970 -2%

IQV Hedge Fund Activity: Q3 2022 in Review

887 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2022, worth a combined $29.7B — down 16% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IQV positions and 74 closed out — a net gain of 12 holders — while 327 added to existing stakes and 338 trimmed.

The largest buyer was Mitsubishi UFJ Asset Management, adding an estimated $275M. The largest seller was Allianz Asset Management, cutting an estimated $233M.

  • 887 institutional investors held IQVIA (IQV) as of Q3 2022, up from 884 in Q2 2022.
  • Funds reported $29.7B of IQVIA stock for Q3 2022, down 16% quarter-over-quarter.
  • 86 funds opened new IQVIA positions in Q3 2022 and 74 closed out, a net change of +12 holders.
  • The largest IQVIA buyer in Q3 2022 was Mitsubishi UFJ Asset Management, an estimated $275M added.
  • The largest IQVIA seller in Q3 2022 was Allianz Asset Management, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2022.