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IQVIA
IQV

Overview Fund Activity

771 hedge funds and large institutions have $32.5B invested in IQVIA in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 311 increasing their positions, 249 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+14
Holders Change %
+1.85%
% of All Funds
13.58%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
86
Increased
311
Reduced
249
Closed
63
Calls
$70.8M
Puts
$118M
Net Calls
-$47.3M
Net Calls Change
-$62.9M

Top Buyers

1
CCM
Cantillon Capital Management
New York
+$184M
2
CS
Credit Suisse
Switzerland
+$162M
3
HL
Harding Loevner
New Jersey
+$159M
4
Fidelity International
Fidelity International
Bermuda
+$116M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$96.5M

Top Sellers

1
LP
Longview Partners
Guernsey
-$232M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$96.1M
3
SCM
Steadfast Capital Management
New York
-$89.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$83.2M
5
HM
HealthCor Management
New York
-$77.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
451
Blueshift Asset Management
New Jersey
$988K +$988K +5,113 New
William Blair & Company
452
William Blair & Company
Illinois
$986K +$6.57K +34 +0.7%
LOIM
453
Liberty One Investment Management
Illinois
$977K +$18.4K +95 +2%
OAM
454
Oppenheimer Asset Management
New York
$971K +$126K +650 +15%
LWANC
455
Laurel Wealth Advisors (North Carolina)
North Carolina
$969K -$22.2K -115 -2%
Rockefeller Capital Management
456
Rockefeller Capital Management
New York
$929K -$204K -1,057 -18%
FTDI
457
First Trust Direct Indexing
Massachusetts
$925K +$15.3K +79 +2%
OAM
458
Optimal Asset Management
California
$908K +$58K +300 +7%
BFG
459
Beacon Financial Group
Texas
$893K – – –
BRWA
460
B. Riley Wealth Advisors
Florida
$877K +$35.8K +185 +4%
PA
461
Parallel Advisors
California
$874K +$230K +1,190 +36%
OPS
462
Orion Portfolio Solutions
Nebraska
$854K +$83.8K +434 +11%
BOM
463
Bank of Marin
California
$842K +$11.6K +60 +1%
CTC
464
Central Trust Company
Missouri
$838K +$737K +3,815 +727%
SSWM
465
Smith Salley Wealth Management
North Carolina
$831K +$3.48K +18 +0.4%
PCM
466
Prelude Capital Management
New York
$831K +$831K +4,300 New
Verition Fund Management
467
Verition Fund Management
Connecticut
$825K +$825K +4,272 New
IWA
468
IVC Wealth Advisors
Pennsylvania
$824K – – –
BBVA
469
Banco Bilbao Vizcaya Argentaria
Spain
$821K +$11.6K +60 +1%
KA
470
Kintegral Advisory
New York
$815K – – –
BIM
471
Baldwin Investment Management
Pennsylvania
$780K -$46K -238 -6%
SM
472
SG3 Management
Puerto Rico
$773K +$773K +4,000 New
PGCM
473
Prescott Group Capital Management
Oklahoma
$773K +$773K +4,000 New
SXL
474
Summit X LLC
Missouri
$770K +$13.9K +72 +2%
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$765K +$52.9K +274 +7%
17 18
19
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