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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 %
MIG
201
McGuire Investment Group
Rhode Island
$16.2M -$382K -1,699 -2%
CTI
202
Community Trust & Investment
Kentucky
$16.1M +$241K +1,071 +2%
NPA
203
Nichols & Pratt Advisers
Massachusetts
$16.1M +$2.96M +13,180 +23%
Russell Investments Group
204
Russell Investments Group
United Kingdom
$16M -$2.15M -9,596 -12%
MWM
205
Moran Wealth Management
Florida
$15.9M -$84.1K -374 -0.5%
NIG
206
NFJ Investment Group
Texas
$15.8M +$7.27M +32,365 +85%
GC
207
Gratus Capital
Georgia
$15.6M -$4.89M -21,744 -24%
TAM
208
Todd Asset Management
Kentucky
$15.6M -$4.3M -19,127 -22%
EDRH
209
Edmond de Rothschild Holding
Switzerland
$15.3M +$1.72M +7,670 +13%
Baird Financial Group
210
Baird Financial Group
Wisconsin
$15.1M -$428K -1,904 -3%
DCM
211
Dupont Capital Management
Delaware
$15.1M +$144K +641 +1%
HIMC
212
Heritage Investors Management Corp
Maryland
$14.8M +$1.69M +7,503 +13%
CQS
213
Credential Qtrade Securities
$14.3M +$12.7M +56,456 +778%
BCI
214
Brinker Capital Investments
Pennsylvania
$14.2M +$14.2M +63,385 New
OPS
215
Orion Portfolio Solutions
Nebraska
$14.2M +$14.2M +63,385 New
Osaic Holdings
216
Osaic Holdings
Arizona
$14.2M +$767K +3,414 +6%
BCP
217
Bayberry Capital Partners
New York
$13.9M +$13.9M +62,010 New
MAM
218
Mastrapasqua Asset Management
Tennessee
$13.7M -$70.4K -313 -0.5%
GFS
219
GYL Financial Synergies
Connecticut
$13.3M -$228K -1,014 -2%
CCM
220
Corsair Capital Management
New York
$13.2M -$489K -2,175 -4%
CWM
221
Curi Wealth Management
North Carolina
$13.1M -$777K -3,456 -6%
SMDAM
222
Sumitomo Mitsui DS Asset Management
Japan
$13M +$1.83M +8,122 +16%
GI
223
Gradient Investments
Minnesota
$13M -$40.2K -179 -0.3%
Bank Julius Baer & Co
224
Bank Julius Baer & Co
Switzerland
$13M -$8.86M -39,412 -41%
CAN
225
Cetera Advisor Networks
California
$12.6M -$163K -724 -1%
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