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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 %
GT
526
Greenleaf Trust
Michigan
$512K +$102K +526 +25%
AIP
527
Ameritas Investment Partners
Nebraska
$511K -$27.6K -143 -5%
FB
528
Fulton Bank
Pennsylvania
$510K +$36.5K +189 +8%
GLA
529
Great Lakes Advisors
Illinois
$508K +$2.51K +13 +0.5%
SP
530
Symmetry Partners
Connecticut
$504K -$36.1K -187 -7%
VCM
531
Virtue Capital Management
Tennessee
$504K -$5.8K -30 -1%
DIA
532
Dana Investment Advisors
Wisconsin
$497K -$86.1K -446 -15%
V
533
Veritable
Delaware
$489K -$6.37K -33 -1%
LA
534
Latitude Advisors
Florida
$486K -$10.2K -53 -2%
TI
535
Tidal Investments
Wisconsin
$480K -$106K -547 -18%
CAPTRUST Financial Advisors
536
CAPTRUST Financial Advisors
North Carolina
$476K +$296K +1,531 +164%
JRP
537
Jasper Ridge Partners
California
$475K – – –
PAS
538
Park Avenue Securities
New York
$464K +$94.7K +490 +26%
LWM
539
Lyell Wealth Management
California
$463K +$124K +640 +36%
MCA
540
Magnolia Capital Advisors
Mississippi
$462K +$462K +2,394 New
CI
541
Conning Inc
Connecticut
$447K -$42.5K -220 -9%
SAG
542
Spotlight Asset Group
Illinois
$443K -$203K -1,051 -31%
P
543
Pitcairn
Pennsylvania
$440K +$21.8K +113 +5%
HI
544
Humankind Investments
New York
$439K +$439K +2,271 New
QT
545
Quantamental Technologies
New York
$436K +$436K +2,257 New
LNWWM
546
Laird Norton Wetherby Wealth Management
California
$429K -$121K -624 -22%
FWIA
547
Fort Washington Investment Advisors
Ohio
$418K -$15.4K -80 -4%
ZB
548
Zions Bancorporation
Utah
$412K +$29.3K +152 +8%
JGUA
549
John G. Ullman & Associates
New York
$406K – – –
NFC
550
Northeast Financial Consultants
Connecticut
$402K – – –
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