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 %
TF
526
Trek Financial
Arizona
$767K +$126K +528 +20%
DFG
527
Demars Financial Group
Washington
$749K +$318K +1,326 +74%
BMCM
528
Burns Matteson Capital Management
New York
$747K +$39.5K +165 +6%
PFGIA
529
Patriot Financial Group Insurance Agency
Massachusetts
$744K +$136K +566 +22%
PTP
530
Platform Technology Partners
New York
$727K -$124K -518 -15%
Verition Fund Management
531
Verition Fund Management
Connecticut
$724K -$1.99M -8,317 -73%
CCG
532
Capital CS Group
California
$723K +$723K +2,993 New
PAS
533
Park Avenue Securities
New York
$719K +$51K +213 +8%
PDN
534
Pensionfund DSM Netherlands
Netherlands
$719K +$719K +3,000 New
SCI
535
S&CO Inc
Massachusetts
$718K
MC
536
Machina Capital
France
$718K +$359K +1,499 +100%
NIMI
537
Natixis Investment Managers International
France
$717K -$59.9K -250 -8%
GT
538
Greenleaf Trust
Michigan
$712K +$38.3K +160 +6%
QCM
539
Quest Capital Management
Texas
$699K +$4.07K +17 +0.6%
EAMA
540
EFG Asset Management (Americas)
Florida
$697K +$5.99K +25 +0.9%
IC
541
Inverness Counsel
New York
$693K +$328K +1,370 +90%
HBT
542
Heartland Bank & Trust
Illinois
$691K +$21.3K +89 +3%
VI
543
Vestcor Inc
New Brunswick, Canada
$677K -$94.2K -393 -12%
WF
544
Welch & Forbes
Massachusetts
$671K
MCA
545
Magnolia Capital Advisors
Mississippi
$669K +$78.8K +329 +13%
AP
546
Advisor Partners
California
$668K -$14.4K -60 -2%
AAS
547
Avantax Advisory Services
Texas
$668K +$170K +707 +34%
GT
548
Glenmede Trust
Pennsylvania
$659K +$405K +1,694 +159%
WSCM
549
Wellington Shields Capital Management
New York
$658K
IWC
550
Integrated Wealth Concepts
Massachusetts
$654K +$654K +2,730 New