857 hedge funds and large institutions have $40B invested in IQVIA in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 351 increasing their positions, 320 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
857
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
15.05%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.56%
New
62
Increased
351
Reduced
320
Closed
41
Calls
$85M
Puts
$117M
Net Calls
-$32.3M
Net Calls Change
+$45.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
476
Pathstone Family Office
New Jersey
$1.2M +$215K +899 +22%
Acadian Asset Management
477
Acadian Asset Management
Massachusetts
$1.2M -$1.87M -7,842 -61%
William Blair & Company
478
William Blair & Company
Illinois
$1.19M +$23K +96 +2%
HighTower Advisors
479
HighTower Advisors
Illinois
$1.18M +$94.4K +395 +9%
LOIM
480
Liberty One Investment Management
Illinois
$1.17M -$60.6K -253 -5%
RIM
481
Redpoint Investment Management
Australia
$1.16M
BAMCO Inc
482
BAMCO Inc
New York
$1.14M +$334K +1,395 +41%
LA
483
Latitude Advisors
Florida
$1.14M +$556K +2,321 +95%
OAM
484
Optimal Asset Management
California
$1.13M
Northwestern Mutual Wealth Management
485
Northwestern Mutual Wealth Management
Wisconsin
$1.12M +$57.7K +241 +5%
AHC
486
Adell Harriman & Carpenter
Texas
$1.1M +$486K +2,030 +79%
FT
487
Fiduciary Trust
Massachusetts
$1.1M -$22.3K -93 -2%
UFF
488
USA Financial Formulas
Michigan
$1.09M +$1.09M +4,545 +227,250%
MC
489
Montag & Caldwell
Georgia
$1.08M -$245K -1,025 -18%
WAM
490
World Asset Management
Michigan
$1.06M -$85.3K -356 -7%
ESCM
491
Echo Street Capital Management
New York
$1.05M +$350K +1,461 +50%
Nomura Holdings
492
Nomura Holdings
Japan
$1.04M -$375K -1,553 -27%
IMRF
493
Illinois Municipal Retirement Fund
Illinois
$1.02M +$151K +630 +17%
PP
494
Paloma Partners
Connecticut
$1.01M -$12.9M -53,990 -93%
KA
495
Kintegral Advisory
New York
$1.01M
OAM
496
Oppenheimer Asset Management
New York
$1.01M +$78.2K +326 +8%
LWANC
497
Laurel Wealth Advisors (North Carolina)
North Carolina
$980K -$240K -1,000 -20%
ATPW
498
Ashton Thomas Private Wealth
Arizona
$977K +$75K +313 +8%
WP
499
WealthShield Partners
North Carolina
$966K +$97K +405 +11%
IWA
500
IVC Wealth Advisors
Pennsylvania
$962K -$12K -50 -1%