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IQVIA
IQV

Overview Fund Activity

846 hedge funds and large institutions have $40.9B invested in IQVIA in 2021 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 316 increasing their positions, 281 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+75
Holders Change %
+9.73%
% of All Funds
14.77%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.65%
New
127
Increased
316
Reduced
281
Closed
47
Calls
$108M
Puts
$185M
Net Calls
-$77.7M
Net Calls Change
-$30.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$237M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$214M
3
BlackRock
BlackRock
New York
+$193M
4
PI
Putnam Investments
Massachusetts
+$186M
5
Goldman Sachs
Goldman Sachs
New York
+$163M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$299M
2
FCM
Farallon Capital Management
California
-$291M
3
SCM
Steadfast Capital Management
New York
-$173M
4
Citadel Advisors
Citadel Advisors
Florida
-$164M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
501
ProVise Management Group
Florida
$971K -$405K -1,670 -29%
PGCM
502
Prescott Group Capital Management
Oklahoma
$969K – – –
SXL
503
Summit X LLC
Missouri
$965K -$4.61K -19 -0.5%
BCI
504
Brinker Capital Investments
Pennsylvania
$961K +$59.9K +247 +7%
Rafferty Asset Management
505
Rafferty Asset Management
New York
$961K +$86.7K +358 +10%
Creative Planning
506
Creative Planning
Kansas
$960K -$357K -1,472 -27%
ASN
507
Advisory Services Network
Georgia
$951K +$185K +763 +24%
OAM
508
Oppenheimer Asset Management
New York
$943K -$274K -1,132 -23%
CANY
509
Caxton Associates (New York)
New York
$934K +$934K +3,856 New
APWM
510
Atlas Private Wealth Management
New York
$927K +$484 +2 +0.1%
ATPW
511
Ashton Thomas Private Wealth
Arizona
$912K -$442K -1,826 -33%
BA
512
Bridgewater Associates
Connecticut
$905K +$905K +3,734 New
BIM
513
Baldwin Investment Management
Pennsylvania
$904K -$75.1K -310 -8%
DCM
514
Dimension Capital Management
Florida
$901K – – –
SCA
515
Snowden Capital Advisors
New York
$889K -$4.12K -17 -0.5%
BPC
516
Banque Pictet & Cie
Switzerland
$883K +$10.4K +43 +1%
CC
517
Cipher Capital
New York
$880K +$532K +2,197 +153%
WP
518
WealthShield Partners
North Carolina
$879K +$55.2K +228 +7%
CCB
519
Cutter & Co Brokerage
Missouri
$878K -$10.4K -43 -1%
IMRF
520
Illinois Municipal Retirement Fund
Illinois
$876K – – –
PTP
521
Platform Technology Partners
New York
$860K +$860K +3,551 New
SIAG
522
Signet Investment Advisory Group
Rhode Island
$852K +$852K +3,517 New
GTAM
523
Global Trust Asset Management
Florida
$834K -$8.48K -35 -1%
PCM
524
Prelude Capital Management
New York
$825K -$217K -896 -21%
FPA
525
First Pacific Advisors
California
$820K – – –
19 20
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