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 %
BCI
501
Brinker Capital Investments
Pennsylvania
$961K
PGCM
502
Prescott Group Capital Management
Oklahoma
$958K
SAS
503
Stelac Advisory Services
New York
$956K -$920K -3,842 -49%
SXL
504
Summit X LLC
Missouri
$954K -$7.01K -29 -0.7%
Wolverine Trading
505
Wolverine Trading
Illinois
$944K -$1.32M -5,421 -58%
PMG
506
ProVise Management Group
Florida
$936K -$24K -100 -2%
ASN
507
Advisory Services Network
Georgia
$921K -$19.6K -82 -2%
RCM
508
Ratan Capital Management
Florida
$920K -$13.2M -55,325 -94%
II
509
Inspire Investing
Idaho
$915K -$2.36M -9,850 -72%
DCM
510
Dimension Capital Management
Florida
$891K
CCB
511
Cutter & Co Brokerage
Missouri
$882K +$13.4K +56 +2%
BIM
512
Baldwin Investment Management
Pennsylvania
$876K -$18K -75 -2%
IAN
513
Integrated Advisors Network
Texas
$875K +$68.8K +287 +9%
APWM
514
Atlas Private Wealth Management
New York
$844K -$72.3K -302 -8%
LGA
515
Lebenthal Global Advisors
New York
$838K +$369K +1,542 +79%
HI
516
Humankind Investments
New York
$831K +$31.6K +132 +4%
GTAM
517
Global Trust Asset Management
Florida
$825K
LNC
518
Lincoln National Corp
Pennsylvania
$812K +$16.5K +69 +2%
FPA
519
First Pacific Advisors
California
$811K
TI
520
Tidal Investments
Wisconsin
$803K +$119K +498 +17%
LRPA
521
L. Roy Papp & Associates
Arizona
$796K +$24K +100 +3%
BOM
522
Bank of Marin
California
$795K
Creative Planning
523
Creative Planning
Kansas
$792K -$157K -657 -17%
BPC
524
Banque Pictet & Cie
Switzerland
$786K -$86.2K -360 -10%
IA
525
IndexIQ Advisors
New York
$779K +$37.6K +157 +5%