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IQVIA
IQV

Overview Fund Activity

933 hedge funds and large institutions have $46.8B invested in IQVIA in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 347 increasing their positions, 299 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+76
Holders Change %
+8.87%
% of All Funds
14.41%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
0.65%
New
149
Increased
347
Reduced
299
Closed
59
Calls
$142M
Puts
$133M
Net Calls
+$9.48M
Net Calls Change
+$41.8M

Top Buyers

1
ATN
AMF Tjänstepension
Sweden
+$166M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$155M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
+$103M
4
Fidelity International
Fidelity International
Bermuda
+$96.4M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$85.3M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$228M
2
American Century Companies
American Century Companies
Missouri
-$169M
3
BCI
Bain Capital Investors
Massachusetts
-$148M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$114M
5
Citadel Advisors
Citadel Advisors
Florida
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
526
Lincoln National Corp
Pennsylvania
$979K +$23.4K +83 +2%
BMCM
527
Burns Matteson Capital Management
New York
$975K +$95.4K +338 +11%
GTAM
528
Global Trust Asset Management
Florida
$971K – – –
APWM
529
Atlas Private Wealth Management
New York
$966K -$28.2K -100 -3%
FPA
530
First Pacific Advisors
California
$955K – – –
BOM
531
Bank of Marin
California
$955K +$18.3K +65 +2%
WCA
532
Westover Capital Advisors
Delaware
$953K +$556K +1,971 +140%
KFA
533
Kelleher Financial Advisors
New York
$949K -$1.59M -5,639 -63%
Nomura Holdings
534
Nomura Holdings
Japan
$938K -$276K -979 -23%
LRPA
535
L. Roy Papp & Associates
Arizona
$937K – – –
National Bank of Canada
536
National Bank of Canada
Quebec, Canada
$928K +$928K +3,287 New
Creative Planning
537
Creative Planning
Kansas
$906K -$26.2K -93 -3%
PFGIA
538
Patriot Financial Group Insurance Agency
Massachusetts
$897K +$20.9K +74 +2%
PAS
539
Park Avenue Securities
New York
$897K +$51K +181 +6%
PSP
540
Principal Street Partners
Tennessee
$896K +$896K +3,174 New
IRF
541
IBM Retirement Fund
New York
$894K -$621K -2,200 -41%
IA
542
IndexIQ Advisors
New York
$886K -$32.5K -115 -4%
EF
543
Empirical Finance
Pennsylvania
$886K +$249K +883 +39%
GT
544
Glenmede Trust
Pennsylvania
$872K +$95.5K +339 +12%
QCM
545
Quest Capital Management
Texas
$861K +$36.7K +130 +4%
PTP
546
Platform Technology Partners
New York
$856K – – –
NL
547
NVWM LLC
Pennsylvania
$855K +$139K +492 +19%
GT
548
Greenleaf Trust
Michigan
$849K +$10.4K +37 +1%
PDN
549
Pensionfund DSM Netherlands
Netherlands
$846K – – –
SCI
550
S&CO Inc
Massachusetts
$846K – – –
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