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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 %
IAN
501
Integrated Advisors Network
Texas
$617K +$313K +1,622 +103%
ASN
502
Advisory Services Network
Georgia
$611K – – –
GAM
503
Gotham Asset Management
New York
$602K +$602K +3,116 New
SM
504
Sciencast Management
New Jersey
$590K +$590K +2,889 New
ABC
505
Associated Banc-Corp
Wisconsin
$586K -$2.59M -24,027 -82%
PFO
506
Pathstone Family Office
New Jersey
$586K +$478K +2,473 +444%
PF
507
Phoenix Financial
Israel
$585K -$4.28M -22,459 -88%
YIH
508
Y-Intercept (HK)
Hong Kong
$584K +$584K +3,061 New
HAG
509
HighPoint Advisor Group
Illinois
$582K -$10.8K -52 -2%
CA
510
Capitolis Advisors
New York
$581K – – –
IA
511
IndexIQ Advisors
New York
$580K +$74.3K +385 +15%
IAA
512
Ironsides Asset Advisors
North Carolina
$579K – – –
SCI
513
S&CO Inc
Massachusetts
$579K – – –
VPIM
514
Vanguard Personalized Indexing Management
California
$577K +$208K +1,079 +57%
BAMCO Inc
515
BAMCO Inc
New York
$576K -$638K -3,302 -53%
QCM
516
Quest Capital Management
Texas
$566K -$386 -2 -0.1%
LS
517
Livforsakringsbolaget Skandia
Sweden
$566K – – –
EAMA
518
EFG Asset Management (Americas)
Florida
$563K +$99.8K +517 +22%
LRPA
519
L. Roy Papp & Associates
Arizona
$548K +$80K +414 +17%
AC
520
Athanor Capital
New York
$546K -$675K -3,492 -55%
AP
521
Advisor Partners
California
$539K -$27.6K -143 -5%
IA
522
IFP Advisors
Florida
$536K +$10.5K +54 +2%
BC
523
Bridgefront Capital
Texas
$535K +$535K +2,770 New
WSCM
524
Wellington Shields Capital Management
New York
$530K – – –
GC
525
Guardian Capital
Ontario, Canada
$522K +$522K +2,704 New
19 20
21
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